Dynamics 365 ERP

Platform Features

Everything in One CRM Platform

From lead to cash, and service request to resolution — Dynamics 365 CRM connects every customer-facing team.

Sales Acceleration

AI-powered lead scoring, pipeline management, opportunity tracking and guided selling workflows that give your sales team a measurable edge.

Customer Service Hub

Omnichannel case management — email, chat, Teams, phone — with AI-suggested resolutions, SLA tracking and customer satisfaction scoring.

Marketing Automation

Intelligent campaign management with real-time customer journey analytics, lead scoring, nurture programmes and closed-loop ROI reporting.

Field Service

Smart scheduling, IoT-connected asset management, mobile-first tools for frontline engineers, and customer self-service portals.

Power Platform Integration

Native Power Apps, Power Automate and Power BI integration — extend CRM with low-code customisations, automated approvals and real-time dashboards.

Copilot AI

Microsoft Copilot embedded in every CRM module — summarise meeting notes, draft follow-up emails, and surface next-best-action insights automatically.

Cambay's Approach

How Cambay Implements Dynamics 365 CRM

Cambay has delivered 200+ Dynamics 365 implementations. Our structured methodology de-risks every phase — from initial discovery through to post-go-live adoption — ensuring measurable business value is delivered on time and on budget.

Sales & Service Process Discovery

We map your lead-to-cash and case management processes before configuring a single module — understanding your KPIs, pain points and team workflows first.

Configuration & Customisation

Tailored entity design, custom workflows, process flows, role-based views and security model configured to match your exact business processes.

Integrations & Data Migration

Connect D365 CRM to your ERP, email, telephony and marketing tools. Migrate existing contacts, accounts, opportunities and service history with full data validation.

Training, Go-Live & Adoption

Role-based end-user training, train-the-trainer programmes, hypercare support and adoption tracking to ensure 95%+ user uptake from day one.

200++

D365 CRM Implementations Delivered

Business Value

What You Gain

35%

Revenue Uplift

Average sales revenue increase reported by Dynamics 365 CRM customers within the first 12 months of go-live.

50%

Faster Case Resolution

Customer service teams resolve cases 50% faster with AI-suggested responses, unified case history and omnichannel routing.

360°

Customer Visibility

Every sales, service, marketing and field interaction unified in one customer record — no more siloed data or duplicated effort.

28%

Operational Cost Savings

Automation of manual processes, self-service portals and smarter resource allocation reduce operational costs by an average of 28%.

Client Success

Dynamics 365 CRM Results in the Real World

Retail & E-Commerce

Dynamics 365 CRM Transformation for a Global Retailer

Cambay implemented D365 Sales, Customer Service and Marketing for a multinational retail brand — unifying 12 regional sales teams, automating the lead-to-cash process and delivering real-time C-suite dashboards. Sales revenue increased 35% in the first year and customer satisfaction NPS improved by 28 points.

35%

Revenue Growth

28pts

NPS Improvement

12

Teams Unified

Read Full Case Study

★★★★★

"Cambay's Dynamics 365 CRM implementation was transformative. Our sales pipeline visibility improved dramatically and forecasting accuracy went from guesswork to a precise science. Best technology investment we've made in five years."

CM

Chief Revenue Officer

Global Retail Enterprise · 4,200 Employees

FAQ

Dynamics 365 CRM Frequently Asked Questions

Everything you need to know about implementing Dynamics 365 CRM with Cambay as your Microsoft partner.

Ask an Expert

Which Dynamics 365 CRM modules does my business need?

It depends on your customer-facing operations. D365 Sales is for B2B and B2C sales pipeline management. D365 Customer Service is for helpdesk and omnichannel service operations. D365 Marketing (Customer Insights - Journeys) is for campaign automation and lead nurturing. D365 Field Service is for organisations with on-site field engineers. We run a discovery workshop to identify the right module combination for your specific business.

How is Dynamics 365 CRM different from Salesforce?

D365 CRM is Microsoft-native — it integrates seamlessly with Teams, Outlook, Azure, Power Platform and Power BI out of the box without expensive third-party connectors. For organisations already in the Microsoft ecosystem, D365 typically delivers 30–40% lower total cost of ownership than Salesforce, with superior AI capabilities through Microsoft Copilot and native ERP connectivity through the Dynamics 365 data model.

How long does a Dynamics 365 CRM implementation take?

A focused D365 Sales implementation typically takes 8–12 weeks. Adding Customer Service and Marketing extends this to 14–20 weeks. Full enterprise CRM with complex integrations and global rollout runs 20–36 weeks. We use agile sprints to get core CRM functionality live early, then layer on additional modules and customisations iteratively.

Can we migrate data from our existing CRM like Salesforce or HubSpot?

Yes. Data migration is included in all Cambay D365 CRM engagements. We map and cleanse your existing contacts, accounts, opportunities, cases and activity history before migration. We support migrations from Salesforce, HubSpot, Zoho, Sugar CRM, Microsoft Dynamics legacy versions, and spreadsheet-based CRM estates.

What is Microsoft Copilot in Dynamics 365 CRM?

Microsoft Copilot is an AI assistant embedded throughout D365 CRM. In Sales, it summarises opportunity history and drafts follow-up emails. In Customer Service, it summarises case context for agents and suggests knowledge base answers. In Marketing, it generates content and analyses campaign performance. It uses your actual business data to provide context-specific assistance — not generic AI responses.

What post-implementation support does Cambay provide?

We offer tiered managed application support post-go-live — from 30-day hypercare (included in all projects) through to ongoing managed support covering bug fixes, configuration changes, Microsoft release wave management, user administration, and a dedicated helpdesk for your CRM users. Quarterly Business Reviews with your success manager review adoption metrics, upcoming features and optimisation opportunities.

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