Microsoft Dynamics 365 CRM Solutions

Bring sales, customer service and customer information together with Microsoft Dynamics 365 CRM solutions.

4Sight helps organisations implement and optimise connected CRM environments that give teams a clearer view of customers, opportunities and interactions.

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Connect Every Stage of the Customer Relationship

A CRM system should do more than store contact details. Microsoft Dynamics 365 brings customer data, sales activity and service processes into connected business applications, helping teams work from shared information and deliver more consistent customer experiences.

4Sight can help you select, implement, integrate and support the Dynamics 365 CRM capabilities your organisation needs.

What Can Dynamics CRM Help You Manage?

Leads & Opportunities

Track prospects, opportunities and sales activity throughout the pipeline.

Customer Relationships

Create a central view of accounts, contacts, interactions and customer information.

Customer Service

Manage enquiries, cases and service interactions more effectively.

Reporting & Automation

Turn CRM data into actionable insight and automate repetitive processes.

Build the CRM Around Your Customer Journey

Dynamics 365 provides applications and capabilities that can support different stages of the customer lifecycle.

Sales

Manage leads, opportunities, accounts and sales activities while giving teams a more connected view of the pipeline.

Customer Service

Manage customer enquiries, cases and service interactions through a connected customer environment.

Customer Insights

Bring customer data together to support deeper understanding, segmentation and personalised engagement.

Microsoft 365 Integration

Connect CRM processes with familiar Microsoft tools to help teams work more efficiently.

Power Platform

Extend Dynamics 365 with Power Apps, Power Automate and Power BI for applications, workflows and reporting.

Dynamics 365 Sales

Give sales teams the information they need to manage relationships from initial lead through to opportunity and ongoing account management.

Dynamics 365 Sales can help teams centralise customer information, manage opportunities, track activities and understand what’s happening across the sales pipeline.

Rather than maintaining customer information across spreadsheets, inboxes and disconnected tools, CRM creates a shared environment for sales activity and customer data.

Dynamics 365 Customer Service

Connect customer information with service processes so support teams have greater context when responding to customers.

Dynamics 365 Customer Service can support case management, knowledge management and customer interactions while helping organisations create more consistent service processes.

Sales and service teams can work from connected customer information rather than maintaining separate views of the same relationship.

Explore Customer Engagement

A Connected View of Your Customers

Centralised Customer Data

Bring customer, account and interaction information into a connected CRM environment.

Stronger Sales Processes

Give sales teams a structured way to manage leads, opportunities and customer relationships.

Better Customer Service

Provide service teams with greater context when managing enquiries and cases.

Automation & Insight

Automate routine processes and use CRM data to support reporting and decision-making.

Ready to Build a More Connected Customer Experience?

Whether you’re implementing CRM for the first time, replacing an existing platform or expanding your Dynamics 365 environment, 4Sight can help you determine the right approach.

Frequently Asked Questions

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM commonly refers to Microsoft’s customer relationship management capabilities, which today form part of the Dynamics 365 suite of business applications.

Is Dynamics CRM the same as Dynamics 365?

Dynamics CRM was the earlier Microsoft CRM product family. Microsoft’s current customer-focused applications are part of Dynamics 365 and include applications such as Dynamics 365 Sales and Customer Service.

What can a Dynamics CRM system manage?

Depending on the applications and configuration used, Dynamics 365 CRM can support leads, opportunities, customer accounts, contacts, sales activities, service cases and other customer-facing processes.

What is Dynamics 365 Sales?

Dynamics 365 Sales is Microsoft’s sales application for managing customer relationships, leads, opportunities and sales processes.

Does Dynamics 365 include customer service?

Yes. Dynamics 365 Customer Service provides capabilities for managing customer support processes, cases and service interactions.

Can Dynamics 365 CRM integrate with Microsoft 365?

Yes. Dynamics 365 works within the wider Microsoft ecosystem and can connect with Microsoft 365 and other Microsoft technologies.

Can we migrate from another CRM to Dynamics 365?

Yes. Existing customer data and processes can be migrated to Dynamics 365. The migration approach depends on your current platform, data structure, integrations and business requirements.

Can Dynamics CRM be customised?

Yes. Dynamics 365 can be configured and extended around business requirements, including through Microsoft Power Platform.