Overview

Microsoft Dynamics 365 CRM Solutions

Dynamics 365 CRM solutions give you a complete view of your relationships — both at the organization level (those are called “accounts”) and at the individual, human level (those are called “contacts.”)

There are now 5 different Dynamics 365 CRM apps, which fulfil your employee’s different needs. To learn more about one of these apps, click the name below.

Many of our customers use more than one of these 5 apps. Choosing the right mix for your company requires expert guidance. Contact us.

Note: Older CRM Solutions and Product Names

Older CRM solutions from Microsoft include “Microsoft Dynamics CRM” (as a single app). Also, in the past Microsoft referred to the 5 current CRM apps under the umbrella term “Customer Engagement,” and that’s still technically correct for on-premise versions.

Encore supports many clients on Dynamics CRM, and provides consultation services to review clients’ solutions and business processes to improve their effectiveness.

Dynamics 365 CRM Solutions: The Encore Advantage

Encore’s team of consultants for CRM apps deliver the highest value of any Dynamics 365 CRM partner in Canada or the Pacific Northwest.

Encore’s CRM consultants bring advanced knowledge across all Dynamics CRM disciplines. Our reputation is based not only on our product expertise and proven track record, but on the trust we have earned from the CRM community and our customers.

We have expertise in delivering remote as well as on-site Microsoft Dynamics training, implementations, upgrades, and support.

  • One of the most diverse and talented CRM consultant pools in Canada and the Pacific Northwest.
  • The right approach for each customer’s specific data integration needs.
  • Experience applying the right Dynamics CRM apps for your unique business case (health care delivery, donor management, and more).
  • Training for your team to leverage the power of the platform.
  • Expertise in some of the newly advanced aspects of the Microsoft stack: Power BI, Power Automate (Flow), and Portals.

Learn more about our process and what sets Encore apart →

Features

Microsoft Dynamics 365 CRM Solution Features

Cloud & Flexible Deployment Options

Encore has a wealth of experience with both online, on-premise, and hybrid deployments of Dynamics 365 apps. Our cloud specialists can fit CRM into your cloud strategy or deploy on your server if required by special regulations, weak Internet access in your location, or other constraints.

The Power of XRM

Dynamics 365 CRM apps is built on a framework that can extend to your special business requirements. That could mean using Outlook together in a unique way with Dynamics 365, doing customizations, or leveraging approved ISV solutions from AppSource.

Blog Article: CRM vs XRM →

See Every Touchpoint

  • See a unified activity feed across individuals, organizations, leads, and opportunities.
  • View all of the emails, phone calls, tasks, and more related to an entity.
  • Schedule and automate customer communications into the future with workflows or Power Automate.

Sales Force Automation Capabilities

  • Streamline lead management and identify cross-selling opportunities by tracking all of your leads in one centralized system.
  • Track individual, group, and company sales performance together with your ERP. Forecast revenue and identify the gaps your pipeline.
  • Improve team communication and collaboration through seamless integration with Office 365 apps like Teams and Outlook.

Marketing Automation Capabilities

  • Integrate your Dynamics 365 CRM solution with any email marketing, event marketing, or digital marketing platform.
  • Identify your best prospects with lead scoring and develop them with targeted nurture campaigns.
  • Leverage Encore’s BI expertise and Dynamics CRM’s reporting structure for powerful analysis.

Customer Service Capabilities

  • Give your customers the convenience of initiating cases from multiple channels: website, phone call, social media, or even a customer portal.
  • Quickly and accurately respond to cases with real-time tracking of service contracts and service level agreements, so your team can consistently deliver the right level of service.
  • Use workflows or Power Automate to route cases, calls, emails, and action items to individuals, teams, and custom queues.

Microsoft Dynamics CRM Case Studies

Learn how Encore has helped businesses see improved relationships with Dynamics CRM.


I can say that the benefit of working with a partner like Encore is that there is an outside 3rd party with you each step of the build to challenge your thoughts and processes; to push you a little to think outside of the box!

CRM Project - Lead Manager, Synergy Credit Union, Diane Taylor

G&F Financial Group

G&F Financial Group

G&F Financial Group is a Canadian credit union that offers...

Naylor Association Solutions

Naylor Association Solutions

Naylor Association Solutions provides products and services to associations that...

Resources

Microsoft Dynamics 365 CRM Solution Resources

We've pulled together some essential resources so you can dig into Dynamics CRM's functionality and advantages.

Video & Rich Content

Dynamics 365 for Sales - Overview

2:45
https://www.youtube.com/watch?v=inxpzJwLZDA

Earn Customers for Life with Dynamics 365 Customer Service

2:53
https://www.youtube.com/watch?v=qZTZ3Zug5Qc

Dynamics 365 Field Service Resource Scheduling Demo

8:08
https://www.youtube.com/watch?v=ghMvOucbMe8

Crawl, Walk, Run – Where to Start in Dynamics 365 CRM

27:49
https://www.youtube.com/watch?v=GH36gkFlteQ&feature=youtu.be

Downloads

Pricing

Microsoft Dynamics 365 CRM Solutions

Below is pricing for 3 of the most common licenses for Dynamics 365 CRM apps.

Dynamics 365 pricing can be complicated. Contact us to learn about discounts that may be available based on bundling Dynamics 365 products, government or education use, light-use employees, and high-volume orders.

All pricing is subject to change without notice. Always contact Encore for the most current product pricing.

  • Dynamics 365 Sales Professional
  • $65/user/month USD
  • ($83.20 CAD)
    + Implementation Services
  • Contact Us
  • Dynamics 365 Customer Service Professional
  • $50/user/month USD
  • ($64 CAD)
    + Implementation Services
  • Contact Us
  • Dynamics 365 Field Service
  • $95/user/month
  • ($121.60 CAD)
    + Implementation Services
  • Contact Us

Contact Us

Do you have questions about CRM solutions? Our experts would love to talk with you. Just fill out the form below.