ไมโครซอฟท์ ไดนามิกส์ 365 ระบบ CRM และการมีส่วนร่วมของลูกค้า
Dynamics 365 CRM brings sales, customer data, service cases, contact centre and field operations into one connected platform. Every team works from the same customer record.
We are a Microsoft Dynamics 365 (D365) implementation partner. We set up Dynamics 365 CRM around your sales and service processes.
Sales · Customer Insights · Customer Service · Contact Centre · Field Service
Connect Sales, Service and Customer Data in Dynamics 365.
Choose the application that fits how your teams work.
ฝ่ายขาย
Qualify leads, manage opportunities and forecast revenue with one shared pipeline.
การคัดกรองลูกค้าเป้าหมายและการบริหารจัดการโอกาส
ประวัติบัญชี รายชื่อติดต่อ และกิจกรรม
การติดตามความคืบหน้าของโครงการและการคาดการณ์รายได้
Quotes, orders and performance dashboards
ข้อมูลเชิงลึกของลูกค้า
Unify customer data and coordinate relevant engagement across channels.
Unified customer profiles and audience segments
Real-time, trigger-based customer journeys
การจัดการความยินยอมและการตั้งค่า
การวิเคราะห์เส้นทางการใช้งานและการมีส่วนร่วม
Service and Contact Centre
Receive, route and resolve customer issues across voice and digital channels.
Case intake, routing, queues and prioritisation
ช่องทางการสื่อสาร: เสียง, SMS, เว็บไซต์, มือถือ, อีเมล และโซเชียลมีเดีย
Knowledge articles, guided resolution and self-service
Service-level agreements, escalation and real-time monitoring
บริการภาคสนาม
Plan and deliver work at customer sites with connected technicians, assets and history.
Work orders, scheduling and dispatch
Mobile access for technicians
ประวัติทรัพย์สินและบริการของลูกค้า
Inspections, preventive maintenance and parts usage
Dynamics 365 CRM Works with Microsoft 365, Power Platform and AI.
Your teams keep the tools they already use.
Microsoft 365, Power Platform and Other Systems
การผสานรวมอีเมล การประชุม และกิจกรรมการขาย
Power BI reporting
Power Automate and Power Apps workflows
Links to Dynamics 365 Finance and Supply Chain Management, plus third-party systems
Copilot and AI Agents
Copilot in Dynamics 365 Sales and Customer Service
Sales Qualification Agent and Case Management Agent
Custom agents in Copilot Studio
PRIME AI Agents from 9 Dots Consulting
Featured Dynamics 365 CRM Customer Story.
Malaysia · Healthcare and Life Sciences
Canon Medical Malaysia
From Case to Site Visit in One Process
Canon Medical Malaysia needed customer cases and field work to run as one process. We connected both on Dynamics 365, then linked them to finance. Cases, technicians and finance teams now work in one environment.
Customer Service • Field Service • Case Management • Technician Scheduling • Service Tracking • Finance and Supply Chain Management Integration
Improve coordination between customer service and field operations
แทนที่กระบวนการจัดการบริการที่ไม่เชื่อมต่อ
Dynamics 365 Customer Service
การจัดการกรณีลูกค้าและการติดต่อบริการแบบรวมศูนย์
Consistent processes for tracking and resolving cases
Dynamics 365 Field Service
ระบบจัดตารางและจัดส่งช่างเทคนิคอัตโนมัติ
การส่งมอบบริการเชื่อมต่อ ณ สถานที่ของลูกค้า
การเงินและการจัดการห่วงโซ่อุปทาน
Service activities connected to financial operations
Better coordination of cases, technicians and business teams
Clearer visibility across service activity
Questions About Dynamics 365 CRM.
Is Dynamics 365 CRM the same as Customer Engagement (CE)?
Yes. Microsoft calls the customer-facing Dynamics 365 applications customer engagement (CE) apps. Many people still say CRM. Microsoft also uses that term on its own website. Both terms describe the same family of applications.
Is Dynamics 365 CRM a single product?
No. Dynamics 365 CRM is a group of applications. The group includes Sales, Customer Insights, Customer Service, Contact Centre and Field Service. The applications connect as one platform, so you can start with the one that fits your needs. 9 Dots Consulting implements and supports Dynamics 365 CRM.
Which Dynamics 365 CRM application should we start with?
Start with the application that solves your most urgent problem. Choose Dynamics 365 Sales for pipeline and forecasting. Choose Dynamics 365 Customer Insights for unified customer profiles and journeys. Choose Dynamics 365 Customer Service for case handling. Choose Dynamics 365 Field Service for technician scheduling. 9 Dots Consulting recommends a starting point after a consultation, and you can add more applications later.
Can Dynamics 365 CRM connect to our ERP?
Yes. Dynamics 365 CRM connects with Dynamics 365 Finance and Supply Chain Management. 9 Dots Consulting connected Customer Service and Field Service to Finance and Supply Chain Management for Canon Medical Malaysia. Business Central also integrates with Dynamics 365 Sales.
Can you replace or upgrade our current CRM with Dynamics 365?
Yes. 9 Dots Consulting reviews your current CRM, migrates your customer and sales data and moves your teams to Dynamics 365 CRM.
Does Dynamics 365 CRM include AI?
Yes. Microsoft supports Dynamics 365 Sales and Customer Service with Copilot and AI agents. Examples are the Sales Qualification Agent and the Case Management Agent. You can also build custom agents in Copilot Studio. 9 Dots Consulting builds PRIME AI Agents for specific tasks. We confirm availability and licensing before deployment.
Do you support Dynamics 365 CRM after go-live?
Yes. The Application Management Services team at 9 Dots Consulting supports Dynamics 365 CRM after go-live. We cover user support, updates, enhancements and monitoring.
Plan Your CRM Implementation.
Tell us how your teams work. We reply within one business day.