CONNECTED CUSTOMERS

Microsoft Dynamics 365 Customer Engagement

Know Customers
Know Customers
Connect customer data.
Sell Smarter
Sell Smarter
Focus on opportunities.
Serve Better
Serve Better
Resolve issues faster.

KAISPE

Connect Sales, Service and 
 Customer Journeys

Bring customer data, sales activities, service interactions, and personalized journeys together with Microsoft Dynamics 365. Give customer-facing teams a clearer view of relationships and interactions while reducing disconnected CRM processes.

The current KAISPE page already emphasizes customer loyalty, deeper customer understanding, Sales, and Customer Service. This version retains that intent while making the customer lifecycle much clearer.

KAISPE

What Is Microsoft Dynamics 365 Customer Engagement?

Microsoft Dynamics 365 Customer Engagement brings together customer facing capabilities across applications such as Dynamics 365 Sales, Customer Service, and Customer Insights.

Manage sales, customer service, data, and personalized journeys through connected CRM applications.

KAISPE

Modernize Customer-Facing 
 Operations

Move beyond disconnected CRM tools, spreadsheets, manual workflows, and siloed sales, service, and customer data.

KAISPE can help align customer-facing processes with Dynamics 365 through process assessment, configuration, data migration, workflow automation, customization, integrations, testing, deployment, and user adoption.

DYNAMICS 365 SERVICES

The Power of Partnership

Practical Dynamics 365 expertise for CRM implementation, customization, automation, integration, and ongoing optimization.

CRM Implementation
Configure Dynamics 365 around sales, customer service, customer data, roles, processes, and engagement requirements.
Customization & Automation
Extend existing Dynamics 365 processes with workflows, forms, dashboards, business rules, automation, and role-specific functionality.
Integration Services
Connect Dynamics 365 with Microsoft 365, Power Platform, ERP, external applications, customer data sources, and other business systems.

KEY POINTS

KAISPE Proof Points

Proven results, trusted expertise, and measurable business impact.

Dynamics 365 Expertise

CRM & customer applications

100,000+ Consulting Hours

Real-world delivery experience

100+ Partners & Customers

Across industries and markets

CUSTOMER ENGAGEMENT CAPABILITIES

Connected Customer Experiences

Bring sales, service, customer data, journeys, and automation together so customer-facing teams can work from more connected processes and information.

Sales & Pipeline Management

Manage leads, accounts, contacts, opportunities, activities, sales stages, forecasts, and pipeline performance while giving sellers better context for customer conversations.

Customer Service

Manage customer cases, service interactions, knowledge, routing, and agent workflows while giving service teams access to the information needed to resolve issues efficiently.

Customer Insights & Journeys

Unify customer data, build segments, and orchestrate personalized customer journeys across relevant touchpoints based on customer behavior and interactions.

CRM Automation & Integration

Automate customer-facing workflows, approvals, notifications, handoffs, and data movement while connecting Dynamics 365 with the wider Microsoft and business application environment.

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Unified Customer View
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Smarter Selling
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Connected Service
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CUSTOMER ENGAGEMENT OUTCOMES

Why Microsoft Dynamics 365 Customer Engagement?

Connect customer data and processes across sales, service, and journeys to help teams build stronger relationships, improve productivity, and deliver more consistent customer experiences.

Improve Pipeline Visibility

Give sales teams clearer visibility into leads, opportunities, activity, forecasts, and deal progression so they can focus effort on the right opportunities.

Personalize Customer Journeys

Use connected customer data, segments, triggers, and interactions to deliver more relevant engagement across the customer lifecycle.

Accelerate Service Resolution

Give service teams connected customer context, knowledge, automation, and case-management capabilities to resolve customer needs more efficiently.

Connect Customer Teams

Bring sales, service, customer data, and workflow automation into a more connected operating environment so teams can work with shared customer context.

DISCOVER THE SOLUTION

See Dynamics 365 Customer 
 Engagement in Action

Explore how Dynamics 365 connects sales, service, customer data, personalized journeys, and automation across the customer lifecycle.

Supporting Customer-Centric Operations
Across Industries

Organizations trust KAISPE to connect customer-facing processes, business systems, and data to support more responsive sales and service operations.