Dynamics 365 for Customer Engagement

A powerful tool to build lasting customer relationships

Belmont Lavan has helped dozens of companies transform their sales organization and integrate the entire customer journey into a single platform. Let us show you how to boost sales and manage the customer journey in a completely new way with Dynamics 365 CE

D365 CE Overview

Intelligent | Customizable | Quickly implemented

Dynamics 365 offers a complete customer engagement solution in the cloud. Solutions for Sales, Marketing, Customer Service, and Field Service work together so you can deliver a unified customer experience from initial contact through the sales process and into service and support. Fully integrated with Office 365 to enable high productivity and collaboration. Get a handle on relationship health with a 360-degree view of your customers.

Capabilities of Dynamics 365 CE

Fast. Familiar. Customizable.

Start quickly and reduce business interuptions

Dynamics 365 lets you model your business processes and functions quickly and easily on a well established, organised, and structured system. Business processes, workflows, custom entities & fields are all editable with a drag and drop editor to make changes on the fly with only basic technical knowledge needed.

Train, adapt, monitor to improve day in day out

Knowledge base and Task guides allow you to building step by step training and guides into Dynamics. Dashboards, reporting, and analytics allow you to monitor, track goals, and improve your processes and emmployees. Overall Your managers can spend less time having to do systems training and more time improving and coaching all with better and more accurate data.

D365 For Sales

Sell Consistently and Manage Your Sales Funnel

With Dynamics 365, it is easy to configure sales process management and segmented sales funnel management reporting capabilities to give you a complete view of opportunities at every stage. Use automation and workflow to trigger actions that advance opportunities through the process. Easily see which opportunities are most likely to close and forecast future period sales.

Spend More Time Selling

Cloud means freedom to work where and how you want to, managing customers, and deals using familiar, easily accessible tools. Work on the go with rich, mobile apps that provide contextual news, social data, and task flows. Know what steps to take next to close deals faster by using process automation and a guided sales process.

D365 For Marketing

Connect Sales and Marketing with Campaign Orchestration

Today’s prospects are doing 70% of their research before they even contact a sales rep. Unify sales and marketing with Dynamics 365 content marketing and customer engagement solutions. Track all of the interactions customers have had with your content to drive higher conversions and provide more relevant offers.

Web Experience foundation

Targeted, personalized digital marketing starts with a comprehensive web content management solution. Create and deliver digital experiences faster, lower management and resources costs by using a single provider, and rely on a platform that’s compliant with government, industry, and corporate standards.

D365 Customer and Field Service

Deliver a Unified Customer Experience

Minimize customer effort, proactively address issues, and deliver more personalized, seamless service. Empower your staff with the knowledge they need to deliver faster, more consistent service. Anticipate and react quickly to customer, business, and market demands using customer and field service applications with intelligence built in

Connect with customers anytime, anywhere

Support your customers wherever and whenever they need it. Deliver the personalized, consistent service customers expect across their choice of device and channel—including social media. Use a unified platform for consistency and visibility across channels and get deeper insights with a 360-degree customer view.

Why do we need a partner if its so easy?

Initial Implementation

Initial Implementation requires a high level of familiarity with Dynamics 365 to provide immediate impact.

Belmont Lavan has over 50 years of combined experience in Dynamics. We know the best way to set up your system utilising code-less solutions that can be maintained by your own IT staff and infrastructure.

Migration from other CRM systems

Migrating from your current CRM to Dynamics doesn’t need to be hard or expensive. Belmont Lavan can migrate any size company from any CRM system.

Currently the biggest request we have is to migrate from code heavy systems like Salesforce. Constant costs and upkeep make it untenable for many agile companies.

With our unique approach, we are able to complete migrations faster, cheaper, and more successfully than any other company.

Upgrade to D365

An upgrade is an opportunity to clean up all the noise that has accumulated in the past. Our consultants can work with you to:

Upgrade your custom code
Migrate from older versions such as CRM2011 to Dynamic 365
Help you decide which offering and licencing structure best suites your business.

Our consultants have experience of migrating from on premise to online as well as from legacy systems to Dynamics · We are aware of the various ways and tools to use to migrate from your old system to Dynamics 365 · We will help you decide the best approach to take before your old system is switched off ready for your transition into the world of Microsoft Dynamics 365.

Not Convinced?

We offer a free no-obligation 2 week service to build a demo based on your requirements for you to see. If you like what you see, continue with the project. If not, no charge. Just get in touch!

Get in touch

Contact Us

Phone: +44 131 220 2820

Email: inquiries@belmontlavan.com