Customer Engagement
Dynamics 365 Sales & CRM
One accurate, shared view of every customer relationship — so sales, marketing, and service stop working from different versions of the truth.
Overview
CRM fails when it’s built for managers instead of users.
Most CRM disappointments have the same root cause: a system configured around reporting wishes rather than the daily reality of the people selling and serving. The result is low adoption, stale data, and dashboards nobody trusts.
Logix implements Dynamics 365 Customer Engagement the other way around. We start with your pipeline stages, handoffs, and service workflows, strip the system down to what teams actually need, then automate the busywork with Power Automate — so good data becomes a byproduct of doing the job, not an extra chore.
Where we make CRM stick:
- Sales process design Opportunity stages, scoring, and forecasting that mirror how deals really move.
- Clean customer data Deduplication, enrichment, and ownership rules that keep records trustworthy.
- Outlook & Teams integration CRM inside the inbox, where sellers already live.
- Adoption coaching Role-based training and manager dashboards that reinforce the habit.
Capabilities
What we deliver on Dynamics 365 CRM
Sales automation
Lead-to-opportunity flows, quote management, and forecasting configured for your sales motion.
Marketing & journeys
Segmentation, campaign automation, and lead nurture connected directly to your customer master.
Customer service
Case management, SLAs, and knowledge base workflows that turn service into a measurable operation.
Custom entities & plugins
Model-driven apps, custom tables, and plugin development where your business doesn’t fit the defaults.
ERP integration
CRM connected to Business Central or GP, so sales sees credit, orders, and history in one place.
Dashboards & insights
Pipeline, activity, and service analytics in Power BI — built on data your team actually maintains.
Outcomes
What clients gain
- Forecasts leadership can trust — because the pipeline underneath them is real.
- Faster onboarding for new sellers with a guided, uncluttered workspace.
- Marketing and sales alignment on one shared customer record.
- Service accountability with SLAs, queues, and satisfaction tracking.
Start the Conversation
Let’s build the system your organization deserves.
Whether you are modernizing an aging ERP, untangling your data, or preparing a federal bid, our senior consultants are ready to help you scope it.