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Win More, Keep More, Sell More

We help revenue leaders unify sales, marketing, and service on Dynamics 365 with Copilot and predictive analytics — turning disconnected customer experiences into higher win rates, stronger retention, and more efficient go-to-market execution.

Empowering Customer Connections with Dynamics 365 CE

Accelerate Sales with AI-Powered Insights

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Sales teams often lack clear visibility into which opportunities to prioritize and how to move deals forward. Give your team the insight and guidance they need with real-time data, predictive scoring, and recommended next steps that help close deals faster and build more valuable customer relationships.

Deliver Seamless, Omnichannel Customer Service

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Customers expect fast, consistent support across every channel, but fragmented systems and manual processes often slow resolution times. Unify service experiences with intelligent routing, self-service options, and AI-driven support tools that help your team resolve issues quickly and improve customer satisfaction.

Create Personalized Marketing Journeys

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Generic campaigns and disconnected data make it difficult to engage the right audience and convert interest into action. Deliver more relevant experiences with targeted, automated journeys that align sales and marketing, increase engagement, and drive stronger conversion rates and ROI.

Optimize Field Service Operations

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Inefficient scheduling, limited visibility into field activity, and reactive service models can lead to delays and dissatisfied customers. Improve service delivery with intelligent scheduling, connected field tools, and proactive asset monitoring that help your team respond faster, work more efficiently, and consistently meet customer expectations.

Manage Projects with Confidence

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Disjointed workflows between sales, delivery, and finance create delays, misalignment, and cost overruns. Bring your teams together with shared data and real-time insights so you can plan accurately, allocate resources effectively, and deliver projects on time and on budget.

Make Smarter Decisions with Built-In AI

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Teams often struggle to turn large volumes of data into clear, actionable insights. Use built-in AI and analytics to identify trends, anticipate customer needs, and make faster, more informed decisions that improve performance across the business.

Explore the Capabilities of a Modern CRM Solution

Understand and Engage Customers with Dynamics 365 CE (CRM)

What It Is

Customer data is often spread across systems, making it difficult to get a complete picture of each relationship. Dynamics 365 Customer Engagement brings everything together in one place, giving your teams a clear, shared view of customers so they can engage more effectively and make better decisions.

Why It Matters

Manual processes and disconnected systems slow down your ability to engage customers and grow revenue. A connected CRM platform brings your data, teams, and workflows together so you can streamline operations, strengthen customer relationships, and convert more opportunities.

Smarter Engagement with AI

Siloed data and manual processes make it difficult to deliver relevant, timely customer interactions. Use AI and automation to bring your data together, uncover meaningful insights, and personalize every engagement to strengthen relationships and drive better results.

Unified Customer Data

Customer information spread across multiple systems leads to inconsistent experiences and missed opportunities. Bring your data together into a single, shared platform so every team can access consistent information, collaborate more effectively, and deliver a more connected customer experience.

Empower Teams and Optimize Processes

Automate and Optimize

Manual, repetitive processes across sales, marketing, and service slow teams down and create inefficiencies. Streamline operations with intelligent automation that reduces effort, improves consistency, and helps your teams focus on higher-value work.

Key Features That Drive Results

Teams often struggle to connect day-to-day activities to measurable business outcomes. Equip your organization with the tools needed to track performance, segment customers effectively, and gain deeper insights so you can make smarter decisions and drive consistent growth.

Business Benefits

Disconnected processes and inconsistent data make it difficult to scale and deliver consistent results. Unify your workflows and insights to increase revenue, improve customer experiences, and support sustainable business growth.

Support Every Team

Lack of alignment between marketing, sales, service, and field teams leads to inconsistent customer experiences and missed opportunities. Provide each team with shared tools and insights so they can collaborate more effectively, personalize outreach, and deliver a more cohesive customer experience.

Plan, Scale, and Innovate with Confidence

Why Implement It

Without a clear, unified view of your customers, it’s difficult to fully understand needs or identify opportunities for growth. Bring your data together and use AI-driven insights to better understand each customer, improve targeting, and drive more informed business decisions.

The Future of Engagement

Evolving customer expectations and rapidly changing technology make it difficult to keep engagement strategies effective. Stay ahead with a modern CRM platform that uses AI, predictive insights, and cloud capabilities to help you adapt quickly and deliver more meaningful customer experiences.

How to Get Started

Unclear starting points and complex implementations can slow adoption and limit early success. Start with a focused approach, align on key goals, and equip your team with the right tools and guidance to quickly realize value and build momentum.

Achieve More

Disconnected data and inefficient processes hold teams back from delivering consistent, high-quality customer experiences. Bring your people, processes, and data together to operate more efficiently, strengthen customer relationships, and drive continuous innovation across your business.

AI-Driven CRM for Deeper Relationships

View Our Marketplace Offerings:

Dynamics Customer Engagement and Copilot Optimization

Accelerate sales, enhance service, and optimize marketing with a modern CRM strategy powered by Dynamics 365 Customer Engagement and Copilot. This offering helps organizations move beyond disconnected systems and manual processes by reimagining customer engagement across the entire lifecycle—from initial contact to long-term loyalty. With smart automation, AI-driven insights, and low-code tools, businesses gain pipeline visibility, service efficiency, targeted marketing, and strategic CRM optimization—all built on Microsoft’s adaptable Power Platform.

Migration to Dynamics 365

By moving to Dynamics 365 online with the Sales and Customer Service business applications, you will ensure your data is always protected and the system is up to date. This enables your sales and service teams to be more productive and have the latest technology available.

We will spend up to four hours with your team and provide you with a scope, schedule, and budget for your upgrade from Dynamics CRM/365 Customer Engagement on-premise to Dynamics 365 Sales and/or Customer Service online. We will upgrade your environment directly to the cloud Dynamics 365 modules depending on the modules in your on-premise environment.

Client Case Studies

 

Dynamics 365 Customer Engagement Blogs

Dynamics 365 Customer Engagement FAQs

What is Microsoft Dynamics 365 Customer Engagement?
Microsoft Dynamics 365 Customer Engagement is a collection of applications designed to help organizations manage customer relationships, support sales teams, improve customer service, coordinate marketing activities, and maintain a consistent customer experience across interactions.
How can Customer Engagement help improve customer relationships?
Customer Engagement helps organizations consolidate customer information, track interactions, automate routine processes, and provide employees with the context they need to deliver more responsive and personalized experiences.
Which business teams typically use Customer Engagement solutions?
Customer Engagement solutions are commonly used by sales, customer service, marketing, and account management teams. Organizations often use the platform to improve collaboration across departments and provide a more connected customer experience.
Does Customer Engagement work with other Microsoft applications?

Yes. Dynamics 365 Customer Engagement natively works with Microsoft 365, Teams, Power BI, Power Platform, and other Microsoft technologies. This connected ecosystem allows users to collaborate, analyze information, automate processes, and complete more of their work within the tools they already use—without relying on separate, disconnected systems.

How does Customer Engagement support sales teams?

Customer Engagement helps sales teams manage leads and opportunities, prioritize the right activities, maintain a complete view of customer relationships, and improve pipeline visibility. It can also reduce administrative work, support more consistent sales processes, and help sellers focus their time on the opportunities most likely to move forward.

How does Customer Engagement improve customer service?

Customer Engagement gives service teams a complete view of the customer, helps route and prioritize cases, automates routine work, and provides access to the information and knowledge needed to resolve issues faster. This supports more consistent service, fewer handoffs, and a better overall customer experience.

Can Customer Engagement support different industries?

Yes. Customer Engagement applications can be configured and extended to align with an organization’s business processes, industry requirements, terminology, and reporting needs. The platform is flexible enough to support a wide range of industry-specific use cases without requiring organizations to change how they operate.

How does Covenant approach Customer Engagement projects?

Covenant works closely with organizations to understand their business processes, operational challenges, and long-term goals. We help clients evaluate their options, understand the tradeoffs, prioritize what will provide the greatest value, and build practical solutions that support how their team’s work.

What should organizations consider before implementing Customer Engagement?

A successful Customer Engagement initiative starts with understanding the organization’s goals, processes, data, reporting needs, and users. These areas do not need to be fully defined in advance. Covenant helps clients evaluate their current state, identify priorities, and make informed decisions throughout the implementation.

Is Customer Engagement only for large organizations?
No. Organizations of various sizes use Customer Engagement solutions. The platform can be scaled and configured to support the needs of both growing businesses and larger enterprises.

SOLUTIONS MADE FOR YOU

Want More Information?

Our team specializes in designing and deploying scalable, cost-effective solutions that enhance customer engagement and streamline your business processes. Whether you’re integrating existing systems or building new ones, we focus on delivering measurable results that align with your goals—because your success is our priority.