Sales automation, customer service, marketing, and field service - implemented and optimised by a certified Dynamics CRM team with real-world delivery experience.
Microsoft Dynamics 365 Customer Engagement (CE) brings Sales, Customer Service, Marketing, and Field Service together on a single platform - with deep integration into the rest of the Microsoft stack and a data model built around your customers.
At DynamicUnit, we've implemented Dynamics CRM for businesses ranging from 10-person sales teams to enterprise contact centres. We don't build generic CRM setups - we map your actual sales stages, service SLAs, and escalation paths before touching a single configuration. The result is a CRM your team adopts, not one they work around. For businesses that also need ERP implementation, we align CRM and ERP projects so data flows cleanly from day one.
CRM works best when connected to the rest of your stack. Our Dynamics 365 integration services connect CE with Finance & Operations, Business Central, and third-party platforms. For real-time sales analytics, we build Power BI dashboards connected directly to your Dataverse data.
Need custom plugins, workflow assemblies, or PCF controls? Our Dynamics 365 customisation team builds upgrade-safe extensions that extend CE without breaking on Microsoft updates.
We also offer managed Dynamics support for companies that need ongoing CRM maintenance, and data migration services for teams moving from Salesforce, HubSpot, or legacy CRM systems.
Lead tracking, property matching, viewing schedules, and contract management - configured for brokers, developers, and property management companies.
Opportunity management, resource scheduling, and project-based selling integrated with Finance & Operations for end-to-end visibility.
Account management, quote-to-order flows, and field service scheduling connected to Business Central or F&O for inventory and invoicing.
Client onboarding, relationship tracking, compliance workflows, and case management for banks, insurance, and investment firms.
From initial design to ongoing managed support - here's the full scope of our CE capabilities.
Deploy Dynamics CE with sales processes, entity relationships, and security roles configured to match your business model.
Migrate accounts, contacts, opportunities, cases, and activities from Salesforce, Zoho, SugarCRM, or legacy systems - with full data validation.
Upgrade from older Dynamics CRM on-premise versions to Dynamics 365 CE online, preserving customisations and historical data.
Configure lead scoring, opportunity management, forecasting, and AI-assisted insights to give your sales team a measurable edge.
Build SLA-driven case management, routing rules, knowledge base, and omnichannel support queues for your service team.
Set up customer journeys, email campaigns, lead nurturing, and segment-based targeting using Dynamics 365 Marketing.
Connect Dynamics CE with Finance & Operations, Business Central, Power BI, SharePoint, and third-party marketing platforms.
Named support engineers, system health monitoring, and proactive maintenance - not a generic ticket queue.
Most CRM projects fail because the system is configured for the partner's template, not the client's process. We've spent years unravelling bad implementations - and we've built a delivery approach that avoids them from the start.
We map your sales stages, service workflows, and escalation paths before touching a single configuration - so the system reflects how you actually work.
We've migrated from Salesforce, Zoho, and legacy on-premise CRM systems - with deduplication, field mapping, and validation at every stage.
Our team holds active Dynamics 365 Customer Engagement certifications covering Sales, Customer Service, and Field Service modules.
From a single-entity sales team to a multi-geography customer service operation - our CE architecture scales without re-work.
A repeatable CRM implementation framework built on real projects. Faster time-to-value without cutting corners on configuration quality.
We agree the scope upfront and price it honestly. No change orders when you're a week from go-live because we "discovered" new requirements.
We document your sales stages, service SLAs, routing rules, and reporting needs. You get a fixed-scope proposal with a phased timeline before any configuration work begins.
We configure CE modules, build custom plugins and workflows, and migrate your CRM data - with deduplication and field mapping validation at every stage.
Your sales and service teams test real scenarios in the configured system. We run role-based training so each team knows their workflows before go-live.
Cutover, go-live support, and 4 weeks of hypercare with a dedicated team. Then we transition to managed SLA support for ongoing CRM operations.
Whether you're starting fresh, migrating from another CRM, or fixing a problem implementation - tell us where you are and we'll give you an honest assessment.
