How to Effectively Engage with Your Customers using Dynamics 365

by | Updated April 1, 2021 | Dynamics CRM

If you’re in sales, marketing, or customer service, you understand the importance of building and maintaining client relationships. You know that seeing client touchpoints from every angle, proactively driving new sales, and keeping your customers happy is more critical than ever in an age of rapid digital transformation. But what does your customer experience strategy look like, and what are the best tools of the trade?

There are plenty of effective, performant business applications and platforms out there. Not all of these platforms, however, unify the front office, back office, and everything in between. Not all systems afford seamless experiences with the email and collaboration tools you already know and love. Not all systems give you true, 360-degree perspectives on your customer data.

So how can you effectively engage with your customers? Dynamics 365. Dynamics 365 Customer Engagement (CRM) provides the tools, the ease of use, and the scalability an organization needs- all in a single platform.

D365 Marketing

  • Customer journey mapping
  • Campaign automation
  • Emails
  • Social Media
  • WebForms
  • Lead Scoring
  • Web Intelligence
  • Event Management

D365 Customer Service

  • Chat bots
  • Knowledge Base
  • Real-time CSAT Scores
  • Support Case Routing
  • Escalations Management

D365 Sales

  • Real-Time Insights
  • Sales Stage Progression
  • Mobile Platform
  • Sales Forecasting
  • Opportunity Management
  • Sales to Service Handoff

These are just a few features in each area that can help your operation better engage your customers and drive more business.

Join our Dynamics 365 CRM webinar series

where you’ll learn more about each of these areas and hear first-hand from the VP of Sales and Marketing at Stoneridge Software how his team uses Dynamics 365 Customer Engagement in the real world.

Enhance the Customer Experience and Drive More Business with Dynamics 365 Customer Service

learn how technology can help you interact with your customers the way they want to reach you – whether that be through a chat bot, knowledge base, phone call, or email. From there, we’ll show you how that information flows seamlessly to the right person at your organization for fast action and resolution. Examples you’ll see during this presentation include:
• Real-time CSAT scores
• Increased ticket/Case closure rates
• Decreasing time-to-close/time-to-resolve
• Customer service escalations management

Watch the D365 Customer Engagement Webinar On-demand

Unlock the Potential of Digital Marketing with Dynamics 365 Marketing

March 24, 10 – 10:30 a.m. CT

Delivering a tailored message to the right person at the most opportune time is the goal for all marketers. During this webinar, you’ll learn how leading marketers are using Dynamics 365 Marketing to orchestrate customer journeys to build deeper relationships and deliver the right personalized messages. With one platform for marketing automation, you can gather the data you need to execute the strategies you have in place. From event management to automated email messaging, social media, web forms, lead scoring, and web intelligence – Dynamics 365 Marketing is the only solution your team needs.


Boost Seller Productivity and Close More Business with Dynamics 365 Sales

April 14, 10 – 10:30 a.m. CT

The key to moving prospects through the sales cycle is to provide the information and resources they need while purchasing is on their mind. Learn how Dynamics 365 Sales gives your sellers real-time insights to prioritize customers and activities and streamline the sales process. During this webinar, you’ll see how D365 provides customer data and sales stage progression for valuable insights into each opportunity. You’ll also learn the benefits of a platform that offers:

  • Mobility
  • Presales/sales forecasting
  • Opportunity Management
  • Seamless sales to service


Setting Your Sales Team Up For Success: A Look at Stoneridge Software’s Processes

April 21, 10 – 10:30 a.m. CT

Technology has transformed the sales process, empowering teams to become more efficient by qualifying leads faster and closing more business. While the technology tools are available, the key to success lies within your sales process. Hear from Dave Stahlman, VP of Sales and Marketing, as he discusses Stoneridge Software’s process for quickly bringing leads through the sales funnel, turning them into opportunities, and converting them to clients.


If you’re a current Dynamics ERP user – which includes Dynamics AX, Dynamics NAV, Dynamics 365 – each of these solutions can be fully integrated, allowing data to pass between solutions, keeping information consistent across all departments.

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About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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