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Service · Dynamics 365 Customer Engagement

The full Dynamics 365 CE suite, configured for how your business actually works.

Microsoft's Customer Engagement suite covers sales, customer service, field operations, marketing, project management and customer data. Most implementations barely scratch the surface. We go deeper — configuring and extending the apps your teams genuinely need, integrating them with your existing systems, and staying on to run them after go-live.

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The suite

Six apps. One platform. Zero silos.

Every Dynamics 365 CE app connects to the same data layer, so information flows between sales, service, field and finance without re-keying or reconciliation.

D365 Sales

Sales

Pipeline management, opportunity scoring, forecasting and quote generation — connected to email and calendar so reps spend their time selling, not updating records.

D365 Customer Service

Customer Service

Case management, SLAs, a shared knowledge base and omnichannel support across email, phone, chat and portal. No query falls through, and resolution times are visible in real time.

D365 Field Service

Field Service

Intelligent scheduling, a mobile technician app, asset and equipment history, preventive maintenance and automated work order creation — from job booked to invoice raised.

D365 Customer Insights – Journeys

Marketing

Segment your audience, run multi-channel campaigns, score leads and hand them to sales at exactly the right moment — with every touchpoint visible in the same platform.

D365 Project Operations

Project Operations

Project planning, resource scheduling, time and expense capture and client billing in one place — connected to CRM so nothing gets lost between delivery and invoice.

D365 Customer Insights – Data

Customer Insights

Unify customer data from every source — CRM, ERP, website, support — into a single profile, with AI-driven predictions and audience segmentation built in.

The problem

What life looks like before CE.

  • ×Sales pipeline tracked across spreadsheets and email threads
  • ×Customer service cases siloed by department with no shared history
  • ×Field teams dispatched by phone with no live job or asset tracking
  • ×Marketing campaigns disconnected from sales outcomes
  • ×No single view of the customer across the whole business
What we deliver

A platform your whole team actually uses.

  • One connected record for every customer, account and interaction
  • Workflows and automations built around your real processes, not defaults
  • Integrations with your ERP, finance system and existing tools
  • Role-specific dashboards that surface the right data to the right person
  • Ongoing support and evolution — not a go-live and goodbye
Proof

Seen in the real world.

"They didn't just build what we asked for — they understood our operation, pushed back where we were wrong, and delivered something our team adopted from day one."
Aman Noor, Founder — Supreme Customs & Detailing  ·  Dynamics 365 CRM & Field Service
Why AppHatch for D365
  • Certified across CE, Power Platform and Azure — with real-world deployments to back it up, not just accreditations
  • We extend and customise beyond out-of-the-box when the standard product doesn't fit your process
  • We integrate with legacy systems, ERPs and third-party tools as standard
  • Managed service available — we run, monitor and evolve the platform so you don't have to
Next step

Every engagement starts with the audit.

A fixed-scope diagnosis that gives you a clear, costed roadmap before you commit to building. Yours to keep, either way.

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