Dynamics 365 CRM

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About Dynamics 365 CRM

Deep Dive with Clara AI

Vaden Consultancy delivers custom Microsoft Dynamics 365 CRM development services designed to strengthen customer relationships and give you real visibility into your sales pipeline. Our certified Microsoft developers build secure, scalable CRM solutions tailored to your specific workflows, data structures, and reporting needs — complete with intuitive dashboards and intelligent automation that reduce manual work across your teams. Our service scope includes: Custom Dynamics 365 CRM Design & Development — Solutions built around your business, not generic templates Implementation & Configuration — End-to-end setup aligned to your goals Data Migration & Integration — Safe, seamless transitions from legacy systems Automation & Workflow Setup — Streamlined processes that cut manual effort Customisation & Extension — Logic-level enhancements, not just surface changes Third-Party App Integrations — Connected ecosystems across your tech stack Power Platform Integration — Extend CRM with Power Apps, Power Automate, and Power BI Business Central Customisation — Unified CRM and ERP data Azure Cloud Support & Services — Reliable, scalable infrastructure User Training & Adoption — Faster onboarding, stronger ROI Ongoing Support & Maintenance — Continuous performance tuning and updates Every CRM we build connects seamlessly with familiar Microsoft tools — Outlook, Teams, SharePoint, and your ERP systems — for centralized data access and a unified view across departments.

Pricing

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Platforms Supported

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Organization Types Supported

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API Support

Modes of Support

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Dynamics 365 CRM Features

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CRM Features

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dynamics 365 CRM Pricing

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Dynamics 365 CRM Alternatives

View All Dynamics 365 CRM Alternatives

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