Microsoft Dynamics 365 for Customer Engagement (CRM)

The CRM solution built for a seamless, optimized customer experience across multiple channels

Sales and service teams of all sizes are facing a new set of customer expectations for a fast, easy and personalized experience. Whether it’s inside your office, at their location, by email or online—you must be equipped and ready to engage prospects and customers on their terms and at every point of their journey with you. You can’t afford to lose valuable customers to your competition due to slow processes, bad data and outdated software.

Why Choose an Integrated Sales and Service Platform vs. Basic CRM Software?

Most standard CRM applications are built to manage customer information primarily for sales teams. That’s simply not enough for organizations who also need to track data, interactions and outcomes spanning marketing, customer service, field service, projects and accounting.

An integrated platform enables you to manage your complete customer journey in one system. This not only saves you time, money and errors—it often saves a whole lot of customer relationships. Instead of shuffling through stacks of paper and multiple systems to get information, imagine having everything you need in one place organized, visualized and optimized for your specific role. That’s the power of Dynamics 365.

Make Your Customer Experience Your New Competitive Edge

Want to beat your competition? Give customers a reason to stay with the best experience they’ve ever had.

Customer Relationship Management has become a multi-faceted business strategy far beyond software. Mobility, integration, cloud flexibility and even artificial intelligence are reimagining today’s customer experience from end to end.

  • Personalize customer engagement on multiple channels
  • Gain connected insight across teams and locations
  • Automate sales and service processes
  • Ensure consistent, proactive communications
  • Deliver efficient, accurate customer and field services
  • Connect all your information, processes and people
  • Support 24x7x365 collaboration anywhere in the world
  • Identify and forecast buying trends and behaviors
  • Uncover new opportunities for growth and profit

Build More Profitable Relationships with a Microsoft Dynamics 365 CRM Platform by OTT, Inc.

Microsoft Dynamics 365 makes it easy and affordable to scale your solution to your exact needs and grow at your own pace. We can connect and integrate Dynamics 365 Business Central ERP with Dynamics 365 applications for sales, service, marketing, field services, and/or project service automation as well as Office 365, Power BI, and many third-party applications.

Dynamics 365 Sales

Empower your sales team to work on the go with anytime, anywhere access and real-time collaboration. Shorten sales cycles and gain meaningful insights to improve performance.

Dynamics 365 Customer Service

Keep customers coming back with service that’s personalized, punctual and positive. Modern tools enable you to deliver exceptional service from any device or channel.

Dynamics 365 Marketing

You can finally align sales and marketing and gain visibility into every interaction with prospects and customers. Increase demand, measure results, improve outcomes and nurture relationships.

Dynamics 365 Field Service

Modernize your field operations with embedded intelligence, remote capabilities and self-service tools. You’ll improve first-time fix rates, optimize your resources and ensure customers are informed at every point.

Dynamics 365 Project Service Automation

Customer relationships thrive when you are committed to delivering projects on time and within budget. Proactively manage projects including profitability, expenses, resources, scheduling and more.

Join the New Age of Social Selling

Social selling is a huge advantage if you have the tools to do it successfully. Microsoft Dynamics 365 CRM boosts your sales power by embedding LinkedIn Sales Navigator and compiling information into Office 365. You can quickly and easily learn about potential customers, interact with them, personalize content, build new relationships and view helpful information such as email engagement, mutual contacts and recommended next steps.

Why do companies choose OTT, Inc. as their Microsoft partner?

OTT, Inc. specializes in tailoring fully integrated customer relationship and service management platforms with the Microsoft Dynamics 365 suite of applications. Since 1995, we have strived to make our own customer experience the most enjoyable and efficient in the industry. You can depend on us to help you implement and support the modern technology you need to connect your business, support growth and enable new opportunities.

Contact OTT, Inc. if you would like to learn more. Contact us direct at 651.262.2622 or at