Create a connected customer experience across sales, customer service, marketing, and field service with Microsoft Dynamics 365 Customer Engagement. Sarakadiya helps businesses bring customer data, teams, processes, and interactions together so they can engage customers more effectively, improve sales and service performance, and build relationships that drive long-term growth.
Customers interact with your business across websites, email, sales conversations, service requests, social channels, field teams, and other touchpoints.
But when customer information and processes are spread across disconnected systems, creating a consistent customer experience becomes difficult.
Sales teams may not have complete customer context. Service teams may spend time searching for information. Marketing teams may struggle to create personalized journeys. Business leaders may have limited visibility into the overall customer relationship.
Sarakadiya helps organizations modernize customer engagement by connecting customer data, streamlining processes, automating repetitive activities, and giving teams the information they need to make every interaction more meaningful.
Every customer interaction matters.
Whether a prospect is discovering your business, a sales representative is managing an opportunity, a customer is requesting support, or a field engineer is delivering service, your teams need access to the right information at the right time.
Microsoft Dynamics 365 Customer Engagement brings customer-facing processes together, helping organizations connect sales, service, marketing, and field operations around a more complete view of the customer.
Sarakadiya helps organizations design and implement Customer Engagement solutions that align technology with the way their teams actually work.
Create a scalable CRM foundation that helps sales and service teams work more efficiently as customer relationships grow.
Improve lead management, opportunity visibility, pipeline management, forecasting, and sales execution.
Give customer service teams the context and tools they need to resolve issues faster and deliver more consistent experiences.
Connect customer interactions across multiple teams, channels, and touchpoints.
Move away from outdated or disconnected CRM platforms and create a modern customer engagement environment.
It should help your teams understand customers, manage relationships, automate processes, collaborate effectively, and make informed decisions.
Microsoft Dynamics 365 Customer Engagement provides connected capabilities across sales, customer service, marketing, field service, data, automation, and AI.
Built within the Microsoft ecosystem, Dynamics 365 can work alongside Microsoft 365, Power Platform, Power BI, Azure, Business Central, and other Dynamics 365 applications.
Give sales teams the tools to manage relationships from the first interaction through opportunity and conversion. Manage leads, accounts, contacts, opportunities, activities, pipelines, forecasting, and sales performance from a connected environment.
Help service teams understand customer history, manage cases, respond to requests, and resolve issues more efficiently.
Create more relevant and personalized customer experiences by connecting customer data with engagement activities and journeys.
Connect customer information with field operations, work orders, scheduling, resources, assets, and service history.
Bring customer information together to provide teams with a clearer understanding of customer relationships and engagement.
Automate repetitive sales, service, approval, notification, and customer engagement processes.
Use Microsoft Copilot and AI capabilities to help teams summarize information, generate content, surface insights, and improve productivity.
Our Microsoft Dynamics 365 Customer Engagement experts can assess your current CRM environment, identify opportunities for improvement, and design a solution aligned with your business requirements.
It is about improving how your teams understand customers, manage relationships, respond to requests, collaborate across departments, and create experiences that keep customers coming back.
At Sarakadiya, we combine Microsoft technology expertise with a business-first approach to help organizations modernize customer engagement and create a scalable foundation for growth.
From consulting and implementation to customization, integration, automation, analytics, and ongoing support, we help businesses get more value from their Microsoft investment.
We begin by understanding your customer journeys, sales processes, service operations, business objectives, and existing technology environment.
Our team helps organizations plan, implement, customize, integrate, and optimize Dynamics 365 Customer Engagement solutions based on their business requirements.
No two organizations manage customer relationships in exactly the same way. We align Dynamics 365 with your processes, teams, data, workflows, and customer experience requirements.
We look beyond CRM configuration to identify opportunities to simplify customer-facing processes, improve productivity, and create better experiences.
Extend Customer Engagement by connecting it with Microsoft 365, Power Platform, Power BI, Business Central, Azure, and other business applications.
Help sales, service, and business leaders turn customer data into actionable insights through dashboards, KPIs, reporting, and analytics.
Our relationship doesn't end at go-live. We help you support, optimize, enhance, and evolve your Customer Engagement environment as your business changes.
Whether you’re implementing Dynamics 365 for the first time, replacing a legacy CRM, expanding your existing environment, or looking to improve adoption and performance, Sarakadiya provides services across the customer engagement lifecycle.
Build a clear roadmap for your CRM transformation.
We assess your current customer processes, systems, data, reporting requirements, and business objectives to identify opportunities for modernization and improvement.
Implement a modern CRM environment designed around your business.
From discovery and solution design through configuration, testing, training, and go-live, our experts help deliver a structured implementation with minimal business disruption.
Move from legacy CRM systems to a more connected and scalable customer engagement platform.
We help assess existing systems, develop migration strategies, migrate and validate customer data, modernize processes, and support the transition.
Reduce repetitive work and help customer-facing teams focus on higher-value activities.
We automate sales workflows, service processes, approvals, notifications, customer journeys, and other repetitive activities.
Turn customer data into insights your teams can act on.
We help organizations improve reporting and analytics across sales, service, customer engagement, and customer experience.
Connect Customer Engagement with the systems your business already uses.
We integrate Dynamics 365 with Microsoft technologies, ERP systems, websites, eCommerce platforms, communication tools, and third-party business applications.
Keep your customer engagement environment optimized as your business evolves.
Our support services help organizations resolve issues, improve system performance, implement enhancements, support users, and continuously optimize customer-facing processes.
Microsoft Dynamics 365 Customer Engagement helps organizations manage customer-facing operations while improving visibility, productivity, automation, and customer experiences.
Manage Every Opportunity With Greater Visibility
Manage the complete sales process from lead through opportunity and customer relationship.
Turn Customer Service Into a Competitive Advantage
Give service teams the information and tools needed to deliver faster, more personalized support.
Create More Relevant Customer Experiences
Connect customer data with personalized engagement across the customer lifecycle.
Connect Customer Relationships with Field Operations
Give field teams access to the customer and service information they need to deliver better on-site experiences.
Unify Customer Data to Understand Your Customers Better
Bring together customer data from different sources to create unified customer profiles, segments, and insights that can support more personalized engagement.
Make Every Customer-Facing Team More Productive
Use automation and Microsoft AI capabilities to reduce repetitive work and help teams make faster, better-informed decisions.
Sarakadiya combines Microsoft Dynamics 365 expertise with industry-focused consulting to help organizations build customer engagement solutions around the way their business actually operates.
Connect sales, customer service, account management, and field operations to create a more complete view of customers across the manufacturing lifecycle.
Create connected customer experiences across sales, service, digital interactions, and customer relationships.
Build stronger relationships with donors, supporters, members, volunteers, and other constituents through connected engagement processes.
Improve customer visibility across sales, account management, service, and ongoing customer relationships.
Strengthen relationships with customers, distributors, partners, and accounts through connected sales and service processes.
Manage customer relationships across long sales cycles, property interactions, prospects, and ongoing service requirements.
Help teams build stronger client relationships by connecting prospects, clients, engagements, communications, and service interactions.
Connect sales, customer service, account management, and customer information to improve visibility throughout the customer lifecycle.
Create scalable customer engagement processes that support growing customer bases, complex sales cycles, recurring relationships, and evolving business models.
Manage customer relationships across complex sales cycles, projects, stakeholders, and ongoing service requirements.
Connect sales, customer service, field teams, and customer information to deliver more responsive and consistent service experiences.
Create connected customer and service engagement processes while helping teams access relevant information across customer interactions.
Connect customer, distributor, sales, and service relationships across a specialized and operationally complex industry.
Sarakadiya helps connect Microsoft Dynamics 365 Customer Engagement with the applications and systems your organization relies on, creating a more connected flow of customer and business information.
Connect customer engagement with Outlook, Teams, Excel, and other Microsoft productivity applications.
Turn sales, service, and customer data into dashboards, KPIs, management reports, and actionable insights.
Use Power Apps and Power Automate to extend Customer Engagement and automate business processes.
Connect customer-facing processes with financial, inventory, and operational data through Business Central and Microsoft Dataverse.
Connect Sales, Customer Service, Field Service, Finance, Supply Chain, and other Dynamics 365 applications.
Connect digital customer interactions, inquiries, forms, and customer information with Dynamics 365.
Connect online customer activity, transactions, orders, and engagement data with your CRM.
Integrate Customer Engagement with ERP, payment, communication, document management, HR, industry, and other business applications.
Customer engagement is no longer simply about maintaining a database of contacts.
Sales leaders need pipeline visibility. Service leaders need customer context. Marketing teams need engagement insights. Business leaders need to understand the strength and value of customer relationships.
Sarakadiya helps organizations create a connected customer engagement foundation that supports better decisions across the business.
Bring customer information together to create a clearer view of accounts, contacts, activities, and interactions.
Give sales teams better visibility into leads, opportunities, pipelines, and customer relationships while reducing administrative work.
Give service teams the context and tools they need to respond faster and resolve customer issues more effectively.
Use customer data and insights to create more relevant experiences across the customer journey.
Reduce repetitive work across sales, service, marketing, approvals, notifications, and customer workflows.
Create more consistent and connected customer experiences across teams and touchpoints.
Build a customer engagement environment that can evolve as your customers, teams, markets, and business requirements grow.
A successful customer engagement transformation does not end when the system goes live.
Sarakadiya works with organizations across the customer engagement lifecycle – from strategy and implementation to optimization, automation, analytics, and ongoing support.
Explore how organizations worldwide transformed operations, streamlined finance and accelerated growth with Sarakadiya’s Microsoft expertise.
Seamlessly Upgrading an MSP from Business Central 15 On-Premises to Business Central 25 Cloud
Microsoft Dynamics 365 Customer Engagement is a set of Microsoft business applications and capabilities that help organizations manage customer-facing processes across sales, customer service, marketing, and field service.
Yes. Dynamics 365 Customer Engagement provides CRM capabilities for managing customer information, sales activities, service interactions, customer journeys, and business relationships.
Customer Engagement capabilities include applications such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and customer journey and engagement capabilities.
Dynamics 365 Sales focuses primarily on sales activities such as leads, opportunities, accounts, pipelines, and forecasting. Customer Engagement represents the broader customer-facing ecosystem spanning sales, service, marketing, and field service.
Yes. Dynamics 365 Customer Engagement can be connected with Business Central to bring customer-facing, financial, and operational processes together.
Yes. Dynamics 365 can work with Microsoft 365 applications such as Outlook and Teams to help users access customer information and collaborate within familiar productivity tools.
Yes. Dynamics 365 can be configured and extended to support organization-specific processes, workflows, integrations, data requirements, and customer engagement scenarios.
Yes. Microsoft provides AI and Copilot capabilities across Dynamics 365 that can help users summarize information, generate content, surface insights, automate tasks, and improve productivity.
The total cost depends on factors including Microsoft licensing, users, applications, implementation scope, integrations, data migration, customization, reporting requirements, and ongoing support.
Implementation timelines vary depending on business complexity, users, applications, integrations, data migration, customization, and project scope. A discovery and assessment phase can establish a realistic roadmap.
Yes. Sarakadiya can support organizations with functional and technical support, optimization, enhancements, training, health checks, consulting, and ongoing Dynamics 365 Customer Engagement services.
Whether you’re replacing a legacy CRM, improving sales productivity, modernizing customer service, automating customer engagement, or looking for better visibility into customer relationships, Sarakadiya can help.
Our Microsoft Dynamics 365 Customer Engagement experts can assess your current environment, identify opportunities for improvement, and help you build a connected, scalable customer engagement foundation for growth.
