Modernize your CRM to deliver personalized experiences at scale
Deepen customer relationships and drive more sales with agentic CRM solutions in Dynamics 365.
OVERVIEW
Empower every seller, marketer, and service rep with AI
- Use unified data to deliver personalized experiences across sales, marketing, and service with Dynamics 365 CRM solutions.
- Free your team to focus on the work that matters most with AI agents that automate time-consuming work.
- Ensure your people and data are protected with a CRM solution that offers the highest levels of data privacy and security.
- Automate unique processes and improve overall efficiency with custom AI agents created with low-code tools in Microsoft Copilot Studio.
- Help your sales team exceed customer expectations and reach their goals with an AI-powered Microsoft CRM solution.
- Empower your sales team with in-the-moment recommendations and insights—like next-best actions and content suggestions—that help them prioritize the right lead and move deals forward faster.
- Free up time for sellers to focus on building relationships and closing deals with prebuilt AI agents that automate tasks like qualifying leads, scheduling meetings, and following up with prospects.
- Save your sales team hours of toil by using the customizable Sales Qualification Agent to autonomously research and prioritize leads based on data about your customers.
- Reduce manual work and speed up response times with AI agents that turn emails, chat, and calls into cases and assign them to the right rep. They can even manage follow-ups so nothing slips through the cracks.
- Save service reps time by using Copilot in Dynamics 365 Customer Service to help diagnose, troubleshoot, and draft customer responses.
- Provide seamless customer support on voice, digital, and social platforms with AI agents that handle routine inquiries and give reps real-time context, sentiment trends, and customer history.
- Reduce time spent on documentation and increase consistency across support teams with AI agents that generate, update, and flag knowledge articles based on resolved cases and emerging issues.
- Help supervisors proactively staff, make strategic shifts, and improve the quality of their coaching with real-time insights on conversation trends, agent performance, and traffic forecasts.
- Empower your marketers to quickly create personalized customer journeys across email, SMS, and ads using simple descriptions.
- Create loyalty by tailoring experiences to targeted audiences using insights from past interactions with Dynamics 365 Customer Insights.
- Enable your team to craft content tailored to specific audience segments in just a few clicks using Copilot in Dynamics 365 Customer Insights.
- Automate key customer touchpoints with AI that responds whenever a customer signals a need.
Deepen your connection to customers by unifying your data
Streamline sales with a comprehensive CRM solution
Save time, cut costs, and help your team stay focused on closing deals by consolidating key sales functions into one solution.
Make it easy for teams to work together
Empower teams to securely and compliantly share data and collaborate through a unified solution.
Support informed, data-backed decision-making at every level
Improve decision-making by providing data-driven insights to everyone by bringing together data from sales, marketing, and customer service.
Products
Explore products that enhance CRM
Dynamics 365 Sales
Help your sales team strengthen relationships with buyers and close more deals.
Dynamics 365 Customer Insights
Understand your customers and create truly personalized experiences.