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Dynamics 365 Customer Engagement

At Covenant Technology Partners, we help organizations elevate customer experiences through AI-powered Dynamics 365 Customer Engagement solutions that unify data, automate interactions, and deliver intelligent insights across sales, marketing, and service. By integrating Microsoft Copilot and predictive analytics, we enable teams to personalize engagement, anticipate customer needs, and drive meaningful relationships. Our strategic approach ensures a tailored implementation that aligns with your business goals and empowers your organization to grow through smarter, AI-driven customer connections.

Empowering Customer Connections with Dynamics 365 CE

Accelerate Sales with AI-Powered Insights

Empower your sales team with real-time data, guided selling, and predictive lead scoring to close deals faster and build stronger customer relationships.

Deliver Seamless, Omnichannel Customer Service

Enhance customer satisfaction with intelligent case routing, self-service portals, and AI-driven support tools that help resolve issues quickly and efficiently.

Create Personalized Marketing Journeys

Design and automate multichannel campaigns that engage the right audience at the right time. Align sales and marketing to drive higher conversion rates and ROI.

Optimize Field Service Operations

Ensure timely, efficient service delivery with intelligent scheduling, mobile technician tools, and IoT-enabled asset monitoring to exceed customer expectations.

Manage Projects with Confidence

Connect sales, delivery, and finance teams to plan, execute, and track project-based services. Improve resource utilization and profitability with real-time visibility.

Make Smarter Decisions with Built-In AI

Leverage AI and analytics to uncover trends, predict customer behavior, and surface actionable insights that drive better business outcomes across all departments.

Explore the Capabilities of a Modern CRM Solution

Understand and Engage Customers with Dynamics 365 CE (CRM)

What It Is

Microsoft’s CRM solution that centralizes customer data, giving your teams real-time insights to manage relationships and drive smarter decisions.

Why It Matters

Streamline operations, improve engagement, and convert more leads with a connected, intelligent CRM platform.

Smarter Engagement with AI

Use AI and automation to unify customer data, deliver predictive insights, and personalize every interaction.

Unified Customer Data

Replace siloed systems with a unified platform that collects and shares customer data across all channels.

Empower Teams and Optimize Processes

Automate and Optimize

Boost productivity and streamline sales, marketing, and service processes with AI-powered automation.

Key Features That Drive Results

From sales tracking to customer segmentation and advanced reporting, Dynamics 365 delivers the tools to grow.

Business Benefits

Increase sales, improve service, and scale your business with AI-driven insights and connected workflows.

Support Every Team

Empower marketing, sales, service, and field teams with tools to personalize outreach and collaborate effectively.

Plan, Scale, and Innovate with Confidence

Why Implement It

Gain a 360-degree view of every customer and use AI to surface insights that drive better business outcomes.

The Future of Engagement

AI, predictive analytics, and cloud-based tools are transforming CRM—Dynamics 365 leads the way.

How to Get Started

Define your goals, train your team, and start simple. Dynamics 365 makes CRM adoption easy and impactful.

Achieve More

Connect your people, processes, and data to deliver exceptional customer experiences and drive innovation.

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.

Dynamics 365 Customer Engagement Blogs

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.