Microsoft CRM
Connect Your Entire Business with Microsoft CRM
Microsoft Dynamics 365 provides users with a personalized CRM for the different areas of your business – Sales, Customer Insights, Customer Service, Contact Center, and Field Service. With ideal tools for each area, while being a fully unified CRM platform, teams can easily manage customer interactions, streamline operations, and strengthen relationships with both prospects and clients.
By replacing disconnected tools and manual workflows with fully integrated solutions, your organization can increase visibility and efficiency while creating a foundation for long-term growth.
With guidance from our Microsoft CRM experts, your business can deploy Dynamics 365 in a way that aligns with your unique processes and long-term strategy.
Shared Features Across all Microsoft Dynamics 365 Editions
Activity Scheduling & Tracking
Microsoft CRM (Dynamics 365) makes it easy for you team to schedule calls, meetings, and follow-ups within a single system. Built-in tracking makes sure every interaction is visible, helping your team easily stay organized and more responsive.
Workflow Automation
Built-in automation tools streamline routine processes like approvals and notifications. For more advanced needs, Power Automate extends these capabilities with connectors that link CRM workflows across the Microsoft ecosystem.
Customer Reporting
Gain a 360-degree view of customer activity with real-time dashboards and reports. Dynamics 365 turns data into insights, helping your team track performance and easily identify opportunities for growth.
Account & Contact Management
Bring all customer information together in one place for a complete view of accounts and contacts. Dynamics 365 makes it easy for to track history, preferences, and interactions so your team can build stronger client relationships.
Outlook Add-In/365 Integration
Seamlessly integrating Outlook and Microsoft CRM keeps emails, meetings, and customer records connected. This makes sure every interaction is captured, supporting clearer communication and stronger customer relationships.
Unique Copilot Benefits for Each App
AI-powered Copilot brings tailored support to each Dynamics 365, from drafting emails in Sales to suggesting next steps in Customer Service. Copilot help teams work faster, improve accuracy, and deliver more personalized customer experiences.
From approving quotes on the go to checking inventory without leaving your inbox, this blog post highlights real-world ways Dynamics 365 streamlines daily tasks.
See how these efficiencies translate into faster decisions, smoother operations, and stronger customer relationships.
which Edition is Right for You?
Dynamics 365 Sales equips organizations with the tools to manage leads, opportunities, and customer relationships in a structured, data-driven way.
With guided processes, integrated communication tools, and AI-driven insights, your sales team can prioritize the right prospects, shorten sales cycles, and strengthen connections with more customers. The result is a more consistent, efficient sales process that supports long-term revenue growth.
Microsoft Dynamics 365 Customer Service
Dynamics 365 Customer Service provides a unified platform for delivering responsive, personalized support. Your agents gain a complete view of each customer’s history, enabling faster resolution and more consistent experiences across channels.
With built-in knowledge management and AI-assisted recommendations, your organization can improve satisfaction, reduce service costs, and build long-term customer loyalty.
Dynamics 365 Field Service helps organizations deliver proactive, efficient service onsite at customer locations. By combining work order management, scheduling, and real-time resource tracking, the platform makes sure the right technician arrives with the right information and tools.
With predictive maintenance and mobile support, you can reduce your team’s downtime, optimize field operations, and improve your customer satisfaction. That’s a win-win-win.
Featured Case Study
With Intellitec’s support, The Arc of Fort Bend County implemented Microsoft Dynamics 365 to improve how it manages programs and community engagement. The organization now has quick access to the information needed for grant applications while efficiently tracking programs, events, and memberships.
“If another nonprofit would come to me, I would absolutely recommend Dynamics 365. … automation and joining the 21st century is so important for us to be able to keep up and to be able to compete for the dollars that are out there.”
– Laura LaVigne, CEO
Smart Capabilities & Seamless Integrations
Integrating Dynamics 365 with modern contact center platforms creates a seamless flow of information between customer service teams and Microsoft CRM data. This allows your organization to deliver faster, more personalized support while keeping every interaction connected to a single customer record.
This approach delivers:
- Omnichannel engagement: manage voice, chat, email, and social interactions in one place.
- Real-time insights: give your agents customer context immediately while they’re interacting.
- Smarter routing: connect customers to the right agent or resource the first time.
- Improved reporting: track service performance across all channels for continuous improvement.
Copilot brings the power of AI directly into Dynamics 365 and Microsoft 365 applications. By offering intelligent suggestions, drafting assistance, and actionable insights, it helps your team work faster, make better decisions, and deliver more personalized customer experiences.
Copilot for Microsoft CRM (Dynamics 365)
Think of Copilot as your productivity genie across familiar Office apps. It can summarize long documents, generate charts, or draft professional emails, helping employees save time and focus on higher-value work.
Copilot for Sales
Copilot acts as an AI-powered sales coach, CRM expert, and deal assistant in one. From checking the status of a key opportunity to drafting a proposal email, it helps sellers move deals forward with greater confidence and efficiency.
Copilot for Service
As a real-time support sidekick, Copilot guides agents with suggested replies, knowledge articles, and automated notes. This enables faster, more consistent case resolution and helps service teams deliver smarter, more personalized support.
When Dynamics 365 is connected with Business Central, organizations bridge the gap between customer engagement and back-office operations. Sales and service teams gain real-time access to financial and inventory data, creating a more seamless experience for both employees and customers.
For Sales and Field Service teams, this means:
- Unified sales data: link quotes and orders directly to Business Central for accurate pricing and availability.
- Inventory visibility: give sellers and field technicians real-time stock information to set accurate expectations.
- Streamlined field operations: connect work orders to billing and resource planning for faster turnaround.
- End-to-end insight: track the full customer journey from initial contact to final invoice.
How We Can Help
35+ Years Experience
Founded in 1986, we’ve built a reputation for delivering business system solutions that stand the test of time. Our team, with an average tenure of 16+ years, bring a wealth of knowledge and expertise from various industries.
Trusted Partnerships
As a Microsoft Solutions Partner for Business Applications and a Certified Sage Solutions Partner, we bring clients the latest innovations, best practices, and direct access to ongoing product support.
Solutions Tailored for Your Needs
Every organization is unique, and we tailor Microsoft CRM solutions to align seamlessly with your processes and goals so the system works the way you work. Our goal is to optimize your entire system, making your data work for you.
Integration Experts to Level you up
From migrating legacy ERP data to configuring complex integration paths, we offer a comprehensive suite of services. By merging multiple data silos, we provide insightful, business-driven decisions that drive efficiency and growth.
Advanced Customizations
Some organizations require more than standard CRM features to support specialized processes or industry demands. We regularly deliver advanced customizations, including tailored interfaces and complex integrations, to make sure Dynamics 365 works seamlessly in any environment.
Customized Reporting
When specific KPIs, compliance metrics, or industry measures are critical, we build custom reports and dashboards that provide exactly the insights leaders need to make informed decisions.
Business Process Workflows
For organizations with unique or complex operations, we design and automate workflows that mirror established processes. This reduces manual work, increases consistency, and helps teams operate more efficiently.
Advanced Customisations 2
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Cost-effective, customized financial solutions
- In-depth analytics and reporting
- Centralized accounting and management
- Custom-built features, dashboards, and tools
- Flexible deployment options (on-premise, cloud, or hybrid)
Advanced Customisations 3
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Cost-effective, customized financial solutions
- In-depth analytics and reporting
- Centralized accounting and management
- Custom-built features, dashboards, and tools
- Flexible deployment options (on-premise, cloud, or hybrid)
Advanced Customisations 4
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Cost-effective, customized financial solutions
- In-depth analytics and reporting
- Centralized accounting and management
- Custom-built features, dashboards, and tools
- Flexible deployment options (on-premise, cloud, or hybrid)