Sales and pipeline management
Dynamics 365 Sales
Give sales teams a clear, shared view of prospects, customers, activities, and opportunities.
Track enquiries from initial contact through qualification, proposal, and close.
D365 Capabilities
D365 Capabilities
A practical overview of Dynamics 365 Customer Engagement, the applications it includes, and how the platform can help your organisation manage customers, service, field work, communications, and reporting from connected information.
Microsoft Cloud
Sales
Service
Power Apps
Dataverse
Ecosystem
How the Dynamics 365 ecosystem works
Dynamics 365 Customer Engagement contains applications for common customer and service processes. These can be customised and extended with Power Platform tools, with Microsoft Dataverse providing the secure shared data layer at the heart of the system.
Applications
Sales
Customer Service
Field Service
Customer Insights
Power Platform
Power Apps
Power Automate
Power Pages
Power BI
Dataverse shared data
Applications
Starting points for customer, service, and operational processes
Use Dynamics 365 applications as practical starting points, then shape them around the way your teams sell, serve, communicate, and report.
Customer service and case management
Dynamics 365 Customer Service
Deliver consistent, accountable service with a complete history of each customer relationship.
Record, assign, manage, and resolve enquiries in a structured way.
Field service and mobile work
Dynamics 365 Field Service
Connect office teams with people delivering work onsite.
Coordinate jobs, customer information, and work completed in the field.
Customer communications and insights
Dynamics 365 Customer Insights
Create more relevant customer communications using connected information.
Support customer journeys, segments, campaigns, and deeper insight into needs.
Extend and automate
Power Platform extends your Dynamics 365 solution
Microsoft Power Platform allows Dynamics 365 to be extended beyond standard CRM functionality.
OA Systems can create specialist applications, automate routine work, provide secure online experiences, and deliver reporting that helps teams make informed decisions.
Power Apps
Tailored business applications and mobile processes.
Power Automate
Workflow automation, approvals, notifications, and integration.
Power Pages
Secure customer, member, supplier, or partner portals.
Power BI
Reporting, dashboards, and operational business insight.
Copilot Studio
Conversational agent experiences where they provide genuine value.
Business Outcomes
Practical value your teams can actually feel
Good Dynamics 365 solutions are not just systems.
They make customer information easier to use, routine work easier to manage, and decisions easier to trust.
One customer view
Bring customer, service, sales, and activity history into one shared view.
Reduced manual work
Automate repeatable tasks, approvals, alerts, and handoffs.
Better visibility
See pipeline, case volumes, operational activity, and customer trends.
AI-ready platform
Prepare clean data, clear processes, and governed access for useful AI.
Faster response
Help teams respond quickly with the right context and fewer handoffs.
Easier reporting
Turn operational data into reporting that supports better decisions.
Next step
Ready to understand what Dynamics 365 can do for your organisation?
OA Systems can help you explore options, shape the right approach, and plan a practical next step.
Contact Us