Dynamics 365 Customer Engagement

Unify customer data, automate processes, and deliver personalised experiences that drive growth

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Transform how you
connect with customers

Microsoft Dynamics 365 Customer Engagement (CE) is a powerful suite of applications that helps businesses turn every interaction into an opportunity. By unifying customer data, automating key processes, and delivering personalised experiences, you can build stronger, more profitable relationships at every touchpoint.

It’s built for small and medium-sized businesses that want to strengthen sales, marketing, and customer service—giving teams the tools they need to manage the entire customer journey. Unlike a rigid, one-size-fits-all CRM, you choose the applications you need – each designed to work together for a complete, 360-degree view of your customers.

How Dynamics Customer Engagement powers growth

See the whole
picture

Bring together sales, service, marketing, and operational data into one secure, scalable platform. Every interaction, preference, and touchpoint are connected – giving your teams the context they need to engage meaningfully.

Make every customer feel valued

Use AI-driven insights to anticipate needs, tailor recommendations, and deliver communications at the right time, through the right channel. Whether it’s a sales proposal, support conversation, or marketing journey, every interaction feels relevant and timely.

Free up your team's time

From sales sequences and case routing to resource scheduling and expense approvals, Dynamics CE automates manual processes so your teams can focus on what they do best – building relationships and closing deals.

Make confident decisions

Copilot and predictive analytics help you see trends, forecast outcomes, and act faster. You’ll know which opportunities to prioritise, how to improve service delivery, and where to focus resources to drive growth.

Ready to get started?

Find out how we can help your business today.

See it in action

Dynamics CE brings your sales, service, marketing, and project operations together, giving you a complete, real-time view of every customer relationship. See how it connects your teams, data, and processes to boost productivity, strengthen relationships, and drive growth.

Build stronger relationships with Dynamics 365 Customer Engagement

Dynamics CE is made up of modular apps, so you can choose the capabilities that matter most to your business while still benefiting from an integrated platform.

Sales

Close more deals and build stronger, more effective teams with real-time pipeline visibility, AI-driven lead prioritisation, and Copilot guidance. By streamlining routine tasks like email drafting, call summarisation, and forecasting, sales teams can focus on meaningful customer interactions that drive revenue growth and strengthen relationships.

Customer service

Diagnose, respond, and resolve faster with AI-assisted troubleshooting, sentiment analysis, and forecasting tools. Give customers the power to self-serve with chatbots and portals, freeing your agents to handle complex issues. This means faster resolutions, reduced workloads, and personalised support that builds loyalty and strengthens relationships.

Field service

Improve service efficiency and customer satisfaction with automated reminders, self-service scheduling, and post-service surveys. AI guidance helps technicians resolve issues quickly, or even remotely, reducing downtime and ensuring each customer interaction is seamless and personalised.

Customer insights

Truly understand your customers and engage them on their terms by unifying demographic, behavioural, and transactional data. AI-driven segmentation and real-time customer journeys allow you to deliver relevant, personalised experiences across every channel, building trust, loyalty, and long-term engagement.

Project operations

Turn projects into predictable, profitable outcomes with streamlined project management, AI-powered forecasting, and integrated workflows. By optimising resources, tracking costs in real time, and providing actionable insights, project delivery becomes more efficient, profitable, and agile.

Why businesses choose Dynamics 365 Customer Engagement

Dynamics 365 CE delivers customer-centric transformation. With AI and predictive intelligence at its core, it helps businesses connect with customers across multiple channels, design personalised journeys, and integrate customer processes across the wider business ecosystem.

How Techsol can help

At Techsol, we ensure the capabilities of Dynamics CE translate into real, measurable outcomes. From selecting the right apps to integrating with your existing systems and training your teams, we help make Dynamics CE a true driver of growth.

And with our long-term support, your customer engagement can adapt, scale, and continue delivering value as your business evolves.

What our customers
have to say about us

Nothing speaks louder than the voice of our customers. We are proud to share some of the testimonials and case studies from our clients who have benefited from our solutions and services.

Read about their challenges, our solutions, and outcomes in our customer success section.

Find out how we have helped them achieve their goals, improve their performance, and overcome their difficulties. These are real examples of how Techsol can make a difference for your business.

“Nick and his team were awesome, everything went so smoothly, and our staff didn’t even notice the changeover. We would highly recommend Nick and all at Techsol.”

Ellis John
Modex Spaces

"Techsol's response times are swift and handled professionally, and our systems operate smoothly, leaving us as a small charity, to get on with doing the day job. I would have no hesitation in recommending these professional services to other charities.”

Ross Evans
Kidney Wales

“Techsol have supported us during the launch of Space2B at The Maltings and suggested a number of outstanding technical solutions for us to implement.”

Gareth Oram
Space 2B

“Techsol have transformed our IT operations so we can work more efficiently and securely than ever before.”

Joanne Hale
KPMF

“Techsol has enabled Lawray to be better, more agile and more dynamic at everything we do.”

John Evans
Lawray Architects

"Techsol are immediately contactable by phone/ticket and if necessary, can arrange a site visit at very short notice – this is exactly the support our business requires.”

Bernice Clarke
Event Mobile Catering

“The Maltings DSS always strive to identify areas for improvement internally, especially where disaster recovery is concerned. The BCDR solution created by Techsol has provided The Maltings DSS with substantial peace of mind.”

Chris James
MDSS Ltd

“The Techsol team have brought knowledge and expertise to the table, which alongside our Systems Manager Jonny Hailstone, has allowed us to build secure data networks across the multi-site business allowing security, structure and potential for growth.”

Lauren Miller
IsoClad

“Techsol were there when we needed them – they were calm and in control and their expertise got us back up and running with minimum disruption.”

Nathan Andrew
SJ Andrew & Sons

“Simply put, Techsol managed a significant network issue from start to finish with a prompt and technically focused service, thereby preventing it from affecting the business – left unchecked, this would have been a very different outcome.”

Neil Farrow
South West Geotechnical

“From excellent practical advice on suitable Voice Services and equipment – through to installation and the continued provision of Voice Services throughout changes to the company structure and the pandemic, nothing has been too much trouble.”

Emma John
Geraint John Planning

“From our initial consultation, Techsol have guided us through the process with on-site training prior to implementation, and consultation on the go-live date. The easy-to-use system has reduced the time to train our warehouse operatives.”

James Warren
Fiorentini UK

“We received excellent communication throughout the project, with detailed training, knowledge and shared experience, allowing our team to transition smoothly onto our new solution.”

Chris James
MDSS Ltd

“Techsol have transformed our IT operations so we can work more efficiently and securely than ever before.”

Joanna Hale
KPMF

Industries we serve

One of the reasons why Techsol is a trusted partner for many businesses is that we have extensive experience and expertise in various industries. We understand the specific challenges and opportunities that each industry faces, and we tailor our solutions accordingly.

Whether you are in finance, retail, manufacturing, or other sectors, we can help you leverage the power of technology to achieve your goals.

Charity/Not For Profit

Run more efficiently to free up time to spend supporting your charity/not for profit

Retail

Benefit from modern and scalable solutions designed to improve customer experience

Distribution

Satisfy customer needs by improving productivity, communication, and cash-flow

Warehousing

Improve your warehouse efficiency with an intuitive software solutions

Construction

Control costs and improve cashflow with solutions tailored to your needs

Manufacturing

Consistently meet customer needs with end-to-end control solution

Customer engagement
common questions

Is Dynamics 365 CE a CRM?

CE is a suite of customer-focused applications that go beyond traditional CRM, combining sales, service, marketing, insights, and project management.

Can I start with just one CE app?

Yes. You can start small – for example with Sales or Customer Service – and add more applications as your needs grow.

Does Dynamics 365 CE integrate with other tools?

Absolutely. It works seamlessly with the Microsoft ecosystem (Teams, Outlook, Power BI, Power Platform) and connects with a wide range of third-party solutions.

How does AI fit in?

AI is at the core of CE. Copilot and other AI features help automate tasks, analyse data, personalise communications, and predict customer needs – boosting both productivity and customer satisfaction.

How secure is Dynamics 365 CE?

Dynamics 365 CE is built on Microsoft’s secure cloud platform, offering enterprise-grade data protection, role-based access controls, encryption, and compliance with global standards. Your customer data is safeguarded while remaining accessible to authorised teams, giving you confidence in both security and usability.

Who typically uses CE?

Dynamics 365 CE is used by organisations across a wide range of industries. It’s especially valuable for sales teams, customer service departments, marketing professionals, and project managers who need better visibility, collaboration, and insights across the customer journey.

Industry insights

Check out our blogs for new ideas and perspectives that can help you grow your business and beat the competition. Our complete library is available in our industry insights section.

Techsol acquires Cloud 2020 to expand into Microsoft Dynamics

Techsol has acquired Cloud 2020, a Gloucestershire-based specialist in Microsoft Dynamics and Power Platform, in

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Ready to
get started?

If you are looking for a reliable and experienced partner to help you transform your business with digital solutions, you have come to the right place.

Whether you want to improve your customer experience, streamline your operations, or enhance your productivity, we can help you achieve your digital transformation goals.

Fill out the contact form and we will get back to you as soon as possible.

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