MICROSOFT PARTNER
Dynamics 365 CRM Solutions
Microsoft Dynamics 365 CRM solutions help businesses organize customer data, manage service requests, and improve sales performance. At Alphavima, we provide customized CRM implementations that connect sales, marketing, and customer service – helping your teams focus on actions that deliver measurable results.
Strengthen Customer Relationships with Microsoft CRM Tools
Microsoft Dynamics 365 CRM solutions help businesses manage customer relationships, sales, and service processes through integrated, cloud-based tools.
Unified Tools for Customer Engagement and Relationship Management
Dynamics 365 combines CRM and ERP features to give your team a clear view of customer interactions, support needs, and business performance. These cloud-based tools work together on a unified platform to improve consistency across all customer touchpoints.
360-Degree Customer View
See full customer interaction history—including communications, purchases, and service requests-across all channels in one place.
AI-Powered Insights
Use built-in analytics to predict customer needs and suggest the next step based on past behavior and current trends.
Scalable and Flexible
Choose the modules you need now and expand later as your business processes grow or shift.
Manage Customer Interactions Anywhere
Access your CRM applications securely from anywhere. Microsoft Cloud ensures system reliability while helping reduce IT overhead and scale with your business.
Intelligent Automation
Reduce repetitive tasks by automating processes such as case routing, lead scoring, or follow-up emails using Microsoft’s intelligent workflow engine.
Connected Across Systems
Integrate Dynamics 365 CRM with Office 365, Power Platform, and third-party apps using a wide range of available connectors for smoother data flow and fewer silos.
Microsoft Tools Supporting Customer Engagement and CRM
Explore a full range of Dynamics 365 CRM solutions designed to improve customer engagement, sales operations, service delivery, and business performance.
Dynamics 365 Sales
Drive sales through better customer engagement that track leads, manage opportunities, and forecast performance using real-time data.
- Lead and opportunity tracking
- Sales forecasting and analytics
- In-app guidance and AI-based suggestions
Dynamics 365 Customer Service
Improve customer satisfaction with tools that manage support cases, automate responses, and offer self-service options.
- Omnichannel customer engagement
- Built-in knowledge base
- Virtual agents and chatbot support
Dynamics 365 Field Service
Coordinate field operations more efficiently using scheduling, asset tracking, and mobile tools built for on-site service.
- Intelligent resource scheduling
- Mobile workforce management
- IoT integration and predictive maintenance
Dynamics 365 Customer Insights
Unify customer data to gain a 360-degree view of customers, discover insights, and deliver personalized experiences that drive loyalty.
- Centralized customer profiles
- AI-powered predictions and segments
- Real-time insights and activation
Power Platform Integration
Extend and customize your Dynamics 365 applications with low-code tools that enable anyone to analyze data, build solutions, and automate processes.
- Power Apps for custom applications
- Power Automate for workflow automation
- Power BI for reporting and KPIs
Microsoft Copilot for Dynamics 365
Use AI to draft content, summarize information, and generate recommendations-right inside your Dynamics CRM apps.
- AI-generated content and insights
- Context-aware prompts and queries
- Natural language understanding
Connected Customer Engagement Across Microsoft Platforms
Dynamics 365 CRM solutions work on a unified cloud platform and integrate with Microsoft 365, Azure, and a wide range of third-party tools. These integrations make it easier to connect your business data and extend CRM capabilities across your systems.
Microsoft 365
Azure Services
Power Platform
SharePoint
Teams
Ready-to-use integrations with major business applications
Dynamics 365 Customer Service
Deliver consistent and personalized service experiences using Dynamics 365 CRM solutions designed to support agents and improve response time.
Client Success Story: PWSC
Hear from Joe Alcock, Chief Financial and Operating Officer of Professional Warranty Services Corporation (PWSC), as he shares his experience working with Alphavima Technologies.
Discover how Alphavima's expertise exceeded expectations by delivering:
- Tailored Microsoft-based applications
- Proactive project management
- Cost-effective and timely solutions
- True partnership with open communication
Key highlights:
- Innovative approach to seamless data management
- Proven track record with similar clients
- Timely and budget-conscious delivery
Dynamics 365 Customer Service
Deliver consistent and personalized service experiences using Dynamics 365 CRM solutions designed to support agents and improve response time.
Deliver Better Customer Service Through Consistent Engagement
Dynamics 365 Customer Service provides a comprehensive solution that enables your agents to deliver seamless, personalized service across all channels. With AI-powered insights and automation, you can resolve issues faster and build stronger customer relationships.
Omnichannel Engagement
Interact with customers across multiple channels - including voice, chat, email, social media, and in - person - with a unified agent experience.
AI-Powered Insights
Use artificial intelligence to analyze service history, recommend helpful articles, and guide agents toward the next best response.
Knowledge Management
Maintain a searchable knowledge base with accurate, pre-approved answers that agents can access in real time.
Omnichannel Engagement
Provide connected support across digital and traditional channels.
- Unified CRM interface for agents
- Support via email, voice, social media, and SMS
- Persistent conversation history across channels
AI & Virtual Agents
Use chatbots to manage basic queries and reduce agent workload.
- No-code chatbot creation
- Understand natural language inputs
- Escalate automatically to live agents
Case Management
Organize, assign, and resolve support cases faster.
- Intelligent case routing
- SLA tracking and management
- Automated case resolution
Dynamics 365 Customer Service
Deliver exceptional, personalized customer service experiences with intelligent tools that empower your agents and delight your customers.
Dynamics 365 Sales
Support your sales team with tools for tracking leads, managing opportunities, and improving decision-making through real-time data and process automation.
Support Relationship-Driven Sales Conversations
Dynamics 365 Sales helps your team focus on qualified leads, reduce time spent on manual tasks, and manage the entire pipeline with built-in CRM tools. From forecasting to automation, these Dynamics 365 CRM solutions improve sales consistency and close rates.
Sales Forecasting & Pipeline Management
Track and forecast sales performance with visual dashboards based on historical activity and AI-assisted trends.
Relationship Intelligence
Monitor buyer behavior, assess engagement levels, and get suggestions to strengthen ongoing deals.
Sales Acceleration
Automate tasks like data entry, quote creation, and follow-up scheduling so your team can focus on high-value conversations.
Lead & Opportunity Management
Track and manage leads through the entire sales process with intelligent lead scoring and automated workflows.
- Built-in lead scoring
- Process automation for quotes and proposals
- Workflow tracking from first contact to deal close
Sales Intelligence
Make smarter decisions with AI-powered insights that help identify the best opportunities and next best actions.
- Analyze relationship health
- Predict likelihood to close
- Opportunity risk identification
Sales Collaboration
Enable seamless teamwork with tools that facilitate collaboration between sales, marketing, and customer service teams.
- Microsoft Teams and Outlook integration
- Document sharing & co-authoring
- Conversation intelligence
Advanced Sales Capabilities
Dynamics 365 Sales includes specialized tools designed to meet the needs of modern sales organizations.
Sales
Accelerator
Guide sellers through prioritized actions with a structured work queue that surfaces relevant leads and follow-ups.
Productivity improvement: Up to 25%
Conversation Intelligence
Review sales calls to identify common objections, customer sentiment, and coaching opportunities to improve deal outcomes.
Advanced Forecasting
Generate detailed forecasts by comparing target vs. actual performance using metrics, timelines, and role-based filters.
Mobile Sales Experience
Access and update opportunities on the go with mobile CRM access. View deal stages, contacts, and sales notes from any device.
Boost productivity by up to 25%
Real Business Results
Organizations using Dynamics 365 Sales CRM have reported measurable gains in sales performance and team efficiency.
Dynamics 365 Field Service
Improve on-site service quality and reduce operational delays with Dynamics 365 CRM solutions built for field teams, schedulers, and service coordinators.
Maintain Customer Relationships Through Coordinated Field Service
Dynamics 365 Field Service helps your team manage field operations, assign the right technician to each job, and track work order progress. The platform supports optimized scheduling, mobile access, and remote diagnostics using IoT and mixed reality.
Intelligent Scheduling
Use AI-powered scheduling to automatically assign the right technician to the right job, optimizing routes and minimizing travel time.
IoT-Connected Field Service
Receive IoT alerts for equipment issues, allowing teams to diagnose and resolve problems remotely—even before the customer notices.
Mixed Reality Assistance
Enable technicians to collaborate with remote experts using Microsoft Dynamics 365 Remote Assist on HoloLens devices or mobile phones.
Work Order Management
Track the full lifecycle of service jobs-from request to completion.
- Customizable work order templates
- Step-by-step guidance for technicians
- Mobile-friendly interface
Resource Scheduling Optimization
Dispatch the right technician with real-time routing logic.
- Skill and location-based technician matching
- Route planning and travel optimization
- Real-time schedule adjustments
Inventory Management
Monitor parts and tools to ensure availability for scheduled jobs.
- Real-time inventory and reorder tracking
- Automated part requests
- Support for van-based and warehouse stock
Advanced Field Service Capabilities
Dynamics 365 CRM solutions for field service teams include tools that improve technician efficiency, reduce equipment downtime, and support mobile service delivery.
Remote
Assist
Allow technicians to share what they see and receive step-by-step guidance from experts using HoloLens or mobile devices.
Reduces the need for repeat visits by 20%.
Predictive
Maintenance
Use IoT and AI to detect equipment issues early and trigger maintenance actions before failures occur.
Lowers unplanned downtime by up to 30%.
Mobile Technician
Experience
Access service history, work orders, and asset data from any device to complete tasks without returning to the office.
Improves technician productivity by 25%
Customer
Communications
Keep customers updated with appointment details, technician profiles, and service status via a mobile-friendly interface.
Increase customer satisfaction by 15%
Field Service Transformation Results
Organizations using Dynamics 365 Field Service have experienced significant operational improvements:
Dynamics 365 Customer Insights
Get a complete view of your customers by connecting data from multiple systems and uncovering insights that support better decision-making and personalization.
Connect Insights to Improve Customer Relationships
Dynamics 365 Customer Insights helps you combine CRM, ERP, web, and point-of-sale data into a single view. This unified profile allows you to track customer journeys, understand preferences, and deliver targeted campaigns based on real-time behaviors.
Unified Customer Profiles
Consolidate customer data from multiple sources including CRM, ERP, point-of-sale, web, social media, and IoT devices into a single, comprehensive view.
AI-Powered Customer Analytics
Leverage advanced AI models to identify patterns, predict customer needs, and deliver actionable recommendations for creating personalized experiences.
Customer Segmentation
Create dynamic customer segments based on demographics, behaviors, and preferences to target customers with the right message at the right time.
Data Unification
Connect and standardize customer data across platforms:
- 200+ built-in data connectors
- AI-based identity matching
- Rule-based data mapping
Customer Segmentation
Group customers using shared patterns and real-time data:
- Automatically generate dynamic segments
- Receive updates as behavior changes
- Model lookalike audiences for targeting
AI-Powered Predictions
Use predictive models to guide customer strategies:
- Churn prediction models
- Generate product recommendations
- Customer lifetime value forecasting
Advanced Customer Insights Capabilities
Use customer data more effectively with features designed to improve segmentation, engagement, and decision-making through Dynamics 365 CRM solutions.
Customer Journey Analytics
Guide sellers with data-backed activity queues that surface next steps for active customers.
Conversion rates improve by up to 25%.
Engagement
Insights
Track how users interact across digital channels to refine targeting and campaign performance.
Increases marketing ROI by up to 30%.
Enrichment & Activation
Expand profiles using third-party data and connect segments to sales, service, or marketing apps.
Personalized engagement at scale.
Customer Measures & KPIs
Create custom metrics to monitor satisfaction, churn risk, and loyalty across all customer touchpoints.
Enables faster, data-driven decisions.
Business Outcomes
Organizations using Dynamics 365 Customer Insights have achieved significant improvements in key business metrics:
Use Cases
Helping Organizations Deliver Results
Industry Solutions
We develop customized Power Platform solutions across various industries, addressing specific challenges and
delivering measurable outcomes. Explore how our expertise translates to your sector.
Manufacturing
Retail
Utility & Power
Rental Business
Education
Homeowner Insurance
Mining
Nonprofit Solutions
Manufacturing
Streamline operations, improve quality control, and optimize production workflows with custom Power Platform solutions.
Production Optimization
Real-time monitoring and predictive maintenance
Equipment Monitoring
Real-time dashboards with maintenance alerts
Quality Control
Automated inspection workflows with photo capture
Supply Chain Integration
End-to-end visibility and inventory optimization
Retail
Digitize customer interactions, optimize inventory flows, and drive smarter promotions using Microsoft Power Platform.
Customer Engagement Hub
Personalized shopping experiences and loyalty programs
Store Analytics
Real-time customer behavior dashboards across locations
Loyalty Management
Power Apps for tracking rewards, redemptions, and segmentation
Promotion Performance
Automated tracking of campaigns and real-time ROI dashboards
Utility & Power
Enable connected operations, regulatory compliance, and predictive analytics with cloud-first Power Platform solutions.
Smart Utility Operations
Connected field operations and compliance reporting
Asset Lifecycle Monitoring
Real-time dashboards for field equipment and preventive alerts
Regulatory Reporting
Power BI dashboards with export-ready compliance formats
Service Scheduling
Automated job allocation and routing with Power Automate
Rental Business
Manage the full lifecycle of assets, billing, and service requests from one Power Platform-backed solution.
Connected Rental Management
Asset tracking and service management
Asset Tracking
Dashboards for location, status, and availability
Advanced Billing
Automated invoicing and payment reminders via Power Automate
Service Dispatching
Field techs use Power Apps for inspections and servicing
Education
Track student outcomes, automate academic workflows, and improve data transparency across departments.
Academic Process Optimization
Streamlined workflows and data-driven insights
Student Case Management
Power Apps for tracking academic support and interventions
Program Analytics
Dashboards on enrollments, graduation rates, and outcomes
Document Workflow
Automated transcript, application, and approval flows
Homeowner Insurance
Offer a seamless, self-service experience to homeowners, builders, and customer support teams.
Self-Service & Case Management
Streamlined support and warranty tracking
Warranty Case Tracking
SLA-driven support systems with Power Apps and Power Pages
Self-Serve Portals
Builders and homeowners log and track cases independently
Customer Analytics
Power BI views of case volumes, timelines, and satisfaction
Mining
Enhance operational safety, environmental tracking, and site visibility using Microsoft's modern data platform.
Mine Site Digitization
Safety tracking and environmental compliance
Inspection Logs
Power Apps-based safety checks with image and location capture
Environmental Compliance
Power BI dashboards to track emissions and audit logs
Resource Tracking
Realtime dashboards for material movement and equipment use
Nonprofit Solutions
Digitize customer interactions, optimize inventory flows, and drive smarter promotions using Microsoft Power Platform.
Customer Engagement Hub
Personalized shopping experiences and loyalty programs
Store Analytics
Real-time customer behavior dashboards across locations
Loyalty Management
Power Apps for tracking rewards, redemptions, and segmentation
Promotion Performance
Automated tracking of campaigns and real-time ROI dashboards
Success Stories
Real organizations achieving real results with Power Platform solutions
M&GN Joint Railway Society.
United Kingdom
Before vs. After
Before
- Manual Excel spreadsheets
- Duplicate member entries
- No self-service options
- Limited reporting capabilities
After
- Centralized member database
- Automated renewal workflows
- Self-service member portal
- Real-time business insights
Solutions used:
Canadian Wildlife Federation
Canada
Before vs. After
Before
- Multiple disconnected systems
- Manual donation processing
- Delayed reporting cycles
- Limited donor insights
After
- Unified CRM platform
- Automated donation receipts
- Real-time campaign tracking
- Donor segmentation & analysis
Solutions used:
Custom Truck One Source
Kansas City, USA
Before vs. After
Before
- Manual, Excel-based reporting
- Multiple disconnected ERP systems
- Data silos and inconsistencies
- Delayed decision-making
After
- Centralized data warehouse
- Automated data ingestion pipelines
- Real-time Power BI dashboards
- Improved accuracy in business reporting
Solutions used:
Walmart Labs Canada
Canada
Before vs. After
Before
- Multiple systems with disjointed customer data
- No audience targeting for campaigns
- Poor visibility into customer behavior
- No abandoned cart tracking
After
- Unified customer data across online & in-store
- Rule-based audience generation engine
- Real-time insights via Power BI
- Integrated tracking and campaign retargeting
Solutions used:
Custom Truck One Source
Kansas City, USA
Before vs. After
Before
- Multiple ERPs with incompatible data structures
- Poor data quality & late evaluations
- Complex, high-volume data with no integrity checks
- Risk of downtime during migration
After
- Unified schema with transformed data
- Validated & reconciled clean datasets
- Auditable migration algorithms and mappings
- Incremental batch loads and continuous sync
Solutions used:
TD Securities
Canada
Before vs. After
Before
- No unified risk reporting platform
- Processing over 1B records/day with performance issues
- Lack of early risk detection
- Regulatory misalignment
After
- Centralized risk reporting across LOBs
- Scalable Hadoop + Spark intake framework
- Threshold-based rule engine for anomaly detection
- Governance-ready reporting architecture
Solutions used:
Pro Bono Law Alberta
Canada
Before vs. After
Before
- Manual, tedious client and volunteer management
- Scattered and siloed data
- No electronic signature or streamlined document process
- No consolidated reporting
After
- Automated workflows and scheduling
- Centralized, searchable database
- Docusign-powered digital documentation
- Interactive dashboards with activity tracking
Solutions used:
Oakville Enterprises Corporation (OEC)
Canada
Before vs. After
Before
- Dispersed data across business units
- Poor ERP governance and system performance
- Manual utility reporting processes
- Limited remote accessibility
After
- Centralized ERP with optimized integration
- Scalable system with improved efficiency
- Real-time reporting with utility analytics
- Full mobility and remote access enabled
Solutions used:
Professional Warranty Services Corporation (PWSC)
Chantilly, VA, USA
Before vs. After
Before
- Multiple systems to manage sales and claims
- No flexibility to add new products
- No self-service portal for builders/homeowners
- Manual and undefined claims processing
After
- Centralized Dynamics 365 CRM
- Flexible, data-driven architecture
- Self-serve portals for reduced support load
- Structured claims workflows with SLA tracking
Solutions used:
Brigham Young University (BYU)
Provo, Utah, USA
Before vs. After
Before
- Legacy PeopleSoft system with limited functionality
- Critical Workday gaps for inventory & rental
- No asset tracking or consolidated visibility
- Disconnected financial/procurement systems
After
- Modern campus-wide PREXA365 inventory & rental system
- Real-time integration with Workday
- Asset tracking and centralized reporting
- Unified, scalable solution across departments
Solutions used:
What Our Clients Say
Be inspired by our clients’ journeys as we overcome challenges and achieve success together.
Pedro
West York Rentals
Chad Jones
Managing Partner | SME | Integrator, Caprock Rentals, USA
Pascale Décosse Léger
Communication Director, SBC
Anick Silencieux
Executive Director, SBC
Holly Evans
Patient Support Officer, PC Project
Janice Schwartz
Executive Director, PC Project
Shan Abbasi
Manager, Community Engagement, Volunteer MBC
