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Microsoft D365 CRM Consulting

Align Marketing.
Empower Support.

Build connected customer journeys. DataDaur customizes Dynamics 365 Customer Engagement to streamline sales funnels, track customer support tickets, and optimize field dispatch routes.

EXPLORE CAPABILITIES
Capabilities

Core Module Implementations

We customize Dynamics 365 CRM modules to track user pipelines and optimize customer success rates.

D365 Sales (CRM)

Configure lead scoring, sales stage pipelines, customer accounts, and automated follow-up workflows.

Customer Service

Build support ticket queues, automate SLAs, configure knowledge articles, and establish agent dashboards.

Field Service

Optimize technician dispatch routes, configure inventory parts, manage work orders, and deploy mobile profiles.

Outlook & Office Sync

Track communications natively inside Outlook, share customer files via SharePoint, and sync meetings.

System Transition

Migrate CRM Records Cleanly.

Moving customer records and sales pipelines from Salesforce, HubSpot, or custom databases requires precise mapping to protect contact relationship data.

Automated contact history data extraction
Pipeline schema matching to CE account hierarchies
Transition of open support tickets and knowledge logs
Verify sales record synchronization before cutover

Standard GDPR Compliance

Configure field-level security permissions to safeguard customer PII records.

Teams & Outlook Sync

Natively track emails, log client activity, and coordinate customer success inside Teams channels.

Knowledge Base

Common Questions.

Dynamics 365 CE includes dedicated apps for Sales (CRM pipeline tracking), Customer Service (ticketing and SLAs), Field Service (dispatching and routing), and Project Operations.

A standard configuration project ranges from 6 to 10 weeks. This includes pipeline design, user security configurations, email syncing, data migration, and training.

Yes. Microsoft CE links directly with Outlook to track customer communications and manage contacts, and with Teams to enable real-time collaboration on active deals or tickets.

Yes. We configure automated extraction tools to pull contact records, account hierarchies, sales history, and active customer support tickets, mapping them securely to CE structures.

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