Microsoft Dynamics 365 CRM

Make Customer Relationships a Growth Advantage.

Bring AI-powered intelligence across the customer lifecycle to uncover opportunities, personalize engagement, and help your teams turn customer insight into measurable business growth.

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Selected clients

Trusted by teams worldwide

Proven Excellence

The Choice of Forward-Thinking Leaders

Leader2025 Gartner Magic Quadrant for CRM Customer Engagement Center

315%ROI from Dynamics 365 Customer Service, payback under 6 months (Forrester TEI)

353%ROI for SMBs using Copilot over three years (Forrester)

116%ROI for enterprises using Copilot over three years (Forrester)

The Shift in CRM

CRM, Reimagined as a Revenue Engine.

CRM is no longer just a system for managing customer records – it is becoming a strategic layer for revenue growth, customer retention, and operational efficiency. Dynamics 365 connects customer operations around a unified view of the customer, while Copilot and autonomous agents help teams surface opportunities, act on intelligence, and automate work at scale. The result is a customer operation built to turn insight into action and relationships into long-term value.

A unified customer intelligence foundation to make informed decisions

Copilot and autonomous agents that accelerate execution and scale engagement

A single partner across implementation, integrations, and managed support, aligned to your long-term roadmap

Capabilities

Microsoft Dynamics 365 CRM Modules

Six connected apps covering the full customer lifecycle, from first touch to resolved case.

SalesCustomer ServiceCustomer InsightsField ServiceProject OperationsContact Center

Sales Pipeline · This Quarter

Open Pipeline$4.2M

Win Rate38%

Forecast Accuracy92%

Acme CorpNegotiation$180K

Norbridge Inc.Proposal$95K

Halden RetailQualified$62K

Copilot: Acme Corp likely to close this week — follow-up email drafted.

Dynamics 365 SalesGive sellers the context and nudge they need at every stage of the deal.

◆AI-driven lead and opportunity scoring to prioritize the deals most likely to close

◆Copilot-assisted email drafting, meeting prep, and deal summaries

◆Conversation intelligence with call transcription and sentiment analysis

◆Real-time pipeline visibility and predictive forecasting

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Service Queue● Live

Avg Resolution4.2h

CSAT Score94%

Auto-Resolved61%

Case #4821 · ChatOpen

Case #4819 · EmailPending

Case #4816 · VoiceResolved

Copilot: 3 open cases match a known resolution — auto-reply drafted.

Dynamics 365 Customer ServiceResolve issues faster with support that works across every channel your customers use.

◆Omnichannel case management across chat, email, voice, and social

◆Copilot-assisted case summarization and next-best-action suggestions

◆Self-service portals and AI-powered knowledge base search

◆Automated queue routing and SLA monitoring

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Customer Segments · Updated hourly

Unified Profiles2.4M

Active Segments128

Engagement Lift+22%

High-Value Repeat Buyers412K

Churn-Risk Accounts96K

Win-Back Email Journey64% open

Copilot: Churn-risk segment growing — a save journey has been suggested.

Dynamics 365 Customer InsightsTurn scattered customer data into one profile your teams can actually act on.

◆Customer Insights - Data: unified profiles built from every touchpoint, with real-time segmentation, AI-powered enrichment, and identity resolution across systems

◆Customer Insights - Journeys: orchestrated, event-triggered journeys across email, SMS, and other channels, personalized with AI at every step

◆Governed, queryable customer data shared across Dynamics 365 and Power Platform

◆Built-in analytics to measure engagement and journey performance

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Field Operations · Today

Technicians Active86

First-Time Fix89%

Avg Travel Time24m

WO-3312 · J. ParkEn Route

WO-3309 · R. DiazOn Site

WO-3305 · A. KhanComplete

Copilot: Routes re-optimized — 12% less drive time across today's schedule.

Dynamics 365 Field ServiceKeep technicians on schedule and equipment running before problems start.

◆AI-powered scheduling and dispatch for the right technician, every time

◆IoT-connected predictive maintenance and remote asset monitoring

◆Mobile app for technicians with offline access and work order details

◆Automated work order creation and status updates

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Project Portfolio · This Sprint

Active Projects34

Resource Utilization78%

Avg Margin24%

Project Atlas · DeliveryOver Budget

Project Halo · BuildOn Track

Project Meridian · PlanningOn Track

Copilot: Project Atlas is trending over budget — flagged for review.

Dynamics 365 Project OperationsConnect sales, resourcing, project delivery, and billing in one place.

◆Unified quote-to-cash workflow from opportunity to project delivery

◆Resource scheduling and utilization forecasting across teams

◆Real-time project financials, budgets, and profitability tracking

◆Time and expense capture with automated approvals and billing

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Contact Center● Live

Calls Handled1,240

Avg Wait Time38s

CSAT4.6/5

Voice540 today

Chat420 today

Social & SMS280 today

Copilot: Voice sentiment dipping on Support line — escalation suggested.

Dynamics 365 Contact CenterAn AI-first contact center that unifies voice, chat, and every channel in between.

◆Generative AI-powered voice and digital engagement across channels

◆Copilot-assisted agents with real-time suggestions and automated summaries

◆Built on Azure AI, deployable standalone or layered onto any CRM

◆Proactive, agentic self-service that resolves issues before an agent is needed

Learn more

Why Dynamics 365 CRM

Why Business Leaders Choose Dynamics 365 CRM

01Enterprise-Wide Customer IntelligenceCreate a unified intelligence layer across customer operations, giving leadership real-time visibility into customer value, revenue opportunities, and operational performance, without fragmented data or siloed decision-making.

02Accelerate Technology Value RealizationAlign CRM investment with strategic business outcomes, converting customer data and intelligence into measurable gains in revenue performance, productivity, customer lifetime value, and operational efficiency.

03Scale the Operating Model, Not the Cost BaseLeverage AI and autonomous capabilities to augment human capacity, automate high-volume workflows, and increase operational throughput without proportional increases in headcount or complexity.

04Architected for Enterprise ScaleEstablish a flexible technology foundation that evolves with your operating model, supporting new markets, business units, processes, and capabilities while protecting long-term ROI and minimizing technical debt.

Your Microsoft Dynamics 365 CRM Partner for Every Stage of Growth

We cover the full lifecycle of your CRM investment, from first rollout to the AI-driven capabilities that keep it delivering value for years after go-live.

ImplementationBacked by 50+ successful deployments, Devsinc delivers customized Dynamics 365 CRM rollouts designed to shorten sales cycles and lift service quality from day one.

UpgradationOur certified solution architects assess your existing CRM setup and map a forward-looking Dynamics 365 migration path for a smooth, secure move to the cloud.

Managed Services and SupportProactive and reactive Dynamics 365 managed services, from troubleshooting to performance tuning, keeping your CRM responsive, secure, and efficient day to day.

Agentic AI and Copilot EnablementWe configure and govern the autonomous agents inside Dynamics 365 CRM, from lead qualification to case resolution, so Copilot reaches your actual workflows, not a generic template.

Integrations and CustomizationWe extend Dynamics 365 CRM to fit your business with custom workflows and third-party integrations built on Power Platform and open APIs.

Why Choose Devsinc as Your Trusted CRM Implementation Partner?

50+Certified MS Dynamics consultants

50+Total successful projects delivered

5Global offices

FlexibleDeployment models (Near, On, & Offshore)

7+Industries served

Industries we serve

Pattern tested across regulated industries

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Two healthcare workers reviewing a tablet together

Healthcare and Life Sciences

City skyline of high-rise towers lit up at night

Real Estate and Construction

Interior of a multi-level shopping mall with an escalator and shoppers

Retail and E commerce

Robotic arm welding a car body on an assembly line

Automotive

Low-angle view of a modern high-rise building's tiled facade

Public Sector and Government

Tools & Technologies

The Dynamics 365 CRM ecosystem

Dynamics 365 Sales

Dynamics 365 Customer Service

Dynamics 365 Customer Insights

Dynamics 365 Field Service

Copilot

Copilot Studio

Power Platform

Dynamics 365 Sales

Dynamics 365 Customer Service

Dynamics 365 Customer Insights

Dynamics 365 Field Service

Copilot

Copilot Studio

Power Platform

Power BI

Power Automate

Azure Integration ServicesMicrosoft TeamsOutlookLinkedIn Sales Navigator

DataversePower BI

Power Automate

Azure Integration ServicesMicrosoft TeamsOutlookLinkedIn Sales Navigator

Dataverse

Dynamics 365 Sales

Dynamics 365 Customer Service

Dynamics 365 Customer Insights

Dynamics 365 Field Service

Copilot

Copilot Studio

Power PlatformPower BI

Power Automate

Azure Integration ServicesMicrosoft TeamsOutlookLinkedIn Sales Navigator

Dataverse

FAQs

Frequently Asked Questions

Still unsure how this maps to your sales and service teams? Talk it through directly.

Let's talk

Do we need Dynamics 365 Sales, Customer Service, or both?+

Sales and Customer Service are licensed and priced separately, and most organizations run both once support volume grows past a small team. We size this against your pipeline stages and support channel mix during discovery, rather than defaulting to the bigger bundle.

How far does Copilot actually go in Dynamics 365 CRM?+

Copilot and autonomous agents are scoped in discovery and grounded in your own account and case data, with guardrails and escalation rules written down before anything goes live. It drafts, summarizes, and can act on routine cases and outreach, but the boundary of what it is allowed to do on its own is a decision you make, not a default.

Can Dynamics 365 CRM integrate with the marketing and support tools we already use?+

Yes. We connect it to existing marketing automation, help desk, and telephony systems using Power Platform, Azure Integration Services, or direct APIs, depending on your data volume and update frequency.

We are migrating off a legacy CRM. What does that actually involve?+

Contact, account, and pipeline history migrate with a mapping and reconciliation pass, not a raw export and import. We also flag which of your current customizations translate directly and which need to be rebuilt, before the migration is scoped as a fixed project.

What happens after go live?+

The first 30 days are hypercare, we monitor adoption and system health and tune configuration against real usage. After that, most engagements move into managed services covering updates, security, and performance.

Get Started

Let's Handle Every Customer Interaction Right.

Every implementation starts with a conversation, not a contract. Tell us how your sales and service teams work today, and our certified consultants will show you exactly how Dynamics 365 CRM gets you closer to your customers.

✓A clear-eyed assessment of your current CRM setup

✓A roadmap and cost estimate built around your business, not a template

✓Straight answers on licensing, modules, and migration

✓A live demo configured to your industry

Insights

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