Dynamics 365 Sales and Customer Insights
Optimize your sales and marketing functions with a comprehensive suite of cloud-based solutions
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Make the most of Microsoft Dynamics 365 Sales and Dynamics 365 Customer Insights with thoughtful, outcome-driven implementations. From lead capture to customer service, we align your platform to bring your sales and customer data together and create actionable insights across the entire buyer journey.
With built-in intelligence, unified customer profiles, and personalized interactions, this is a platform that empowers sellers to close deals faster and marketing teams to target the right accounts at the right time. Maximize your return with strategic advice, team coaching, and process optimization from a team you can trust.
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Our Dynamics 365 offerings include
End-to-end implementations and upgrades
Launch or optimize your Dynamics 365 solutions to align with your sales, marketing, and service workflows. From initial architecture to user adoption, we manage the full project lifecycle and ensure you drive maximum value from your investment.
Sales process mapping and optimization
We tailor your CRM to fit the way a B2B team should sell - including custom fields, forms, and pipeline stages that reflect real performance including deal velocity, sales tactic efficacy, revenue attribution, and customer decision-making factors.
Power Platform integration and automation
Automate manual tasks and connect your GTM stack with Power Automate, Power Apps, and Power BI integrations across teams and workflows. Leveraging these low-code tools empowers your team to adapt to future needs and eliminate manual workloads.
Lead scoring and forecasting
Activate real-time lead scoring and build dynamic forecasting models based on historical conversion and pipeline velocity. Then, reflect on your success with revenue attribution models to guide your future investments.
Business development automation
Help reps focus on selling. From email sequences and lead scoring to document tracking and pipeline triggers, we enable automation that increases productivity and reduces admin load.
Customer segmentation and data governance
Use AI-powered clustering to build personas and lifecycle segments, then design multi-touch journeys that dynamically adjust based on customer behaviour. Simultaneously, ensure you follow best practices for privacy regulations and role-based access.
Why partner with Enki for the next step in your GTM transformation
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Experience across B2B SaaS and service businesses
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Reliable team of certified HubSpot experts
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Focus on long-term ROI and operational alignment
Dynamics 365 Sales and Customer Insights empower businesses to build a complete view of every customer and act on it in real-time. With unified data, AI-powered segmentation, and personalized sales and marketing journeys, these tools help your teams work smarter and deliver more value across the customer lifecycle. At Enki, we bring both platforms together, combining our deep Microsoft expertise with practical, B2B-focused implementation, to turn insights into sales outcomes.
We also specialize in aligning Dynamics 365 CE with HubSpot and Power Platform, to ensure a unified data strategy. Our clients rely on us for both net-new deployments and audits of existing instances that need to evolve with the business. Whether you’re seeking to build out a scalable lead nurture program, implement a service hub, or better understand what’s working across your campaigns, we’re here to help.