Microsoft Dynamics 365 CE Applications — Powered by Copilot and AI

We help organizations design, implement, and optimize D365 Customer Engagement that combines operational excellence with practical AI.

Microsoft Dynamics 365 logo featuring a stylized blue geometric D icon to the left of the text, highlighting Dynamics 365 expertise with its modern dark blue font.
Microsoft Dynamics 365 CE is no longer just a CRM platform. With embedded Microsoft Copilot experiences and the extensibility of Microsoft Power Platform, business applications can now surface insights, automate workflows, and support decision-making in real time. The opportunity is not simply to deploy applications; it is to activate intelligent capabilities across Sales, Service, and Marketing in a way that is secure, governed, and grounded in data.

Dynamics 365 Sales

Transform sales productivity and customer buying experiences

And nowhere is it more powerful – and often under-utilized – than when it comes to a company’s customers and prospects. Establish a competitive edge that comes from knowing more about your customers and prospects than your competition does. Maybe even more about your customers’ business and purchasing habits than they do themselves.

Today’s buyers want experiences that include frictionless transactions and interactions. Give your buyers unique experiences that build trust and empower your sellers to lead the way through the buying journey with Dynamics 365 Sales.

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AI scoring, forecasting, and pipeline insights

Boost sales productivity with seamless tools

Improve coaching and performance

Copilot-generated email summaries

Agentic follow-up sequences

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Sentiment Analysis and Recommended Actions

Delivery connected service experiences that delight customers

AI-Powered Case Summarizations

Increase employee effectiveness and cross-team collaboration while delivering personalized experiences that drive customer loyalty

Resolve Customer Issues Faster

Improve first-call resolution through intelligent, unified routing that uses AI and rules to classify, prioritize, and assign customer support inquiries to the best-suited agent

Deliver Omnichannel Service

Build trust with customers by delivering seamless experiences across all channels, including conversational AI, live interaction, and self-service solutions

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Dynamics 365 Customer Service

Strengthen your Customer Connections!

Dynamics 365 Customer Service will enable your organization to provide seamless, end-to-end experiences within a single solution built on the Microsoft Cloud delivering consistent, connected support across channels.

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Dynamics 365 Marketing

Transform Customer Experiences

Orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty.

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Win Customers and Earn Loyalty Faster

Orchestrate customer journeys across marketing, sales, commerce, and service teams to provide a holistic customer experience.

Copilot-Assisted Campaign and Journey Creation

Design, predict, and deliver content through the right channels in the moment of interaction for personalized customer journeys.

AI-Predictive Lead and Engagement Scoring

Turn insights into relevant action using AI-driven recommendations for content, channels, customer segmentation, and analytics.

Build Seamless Experiences Through Collaboration

Use built-in features across departments to collaborate and engage across the entire customer journey.

A cluster of red and gray squares, symbolizing Dynamics 365 Customer Engagement, expands semi-circularly on a white background—evoking innovation and connection in digital solutions.

Empower Frontline Employees

Increase first-time-fix rates and boost frontline employees’ productivity with Smart route planning and Internet of Things (IoT) integration.

AI-Driven Scheduling Optimizations

Maximize technician utilization and minimize travel time with embedded optimization within the schedule board and predictive travel time and work duration.

Predictive Maintenance Insights

Define attributes that characterize different assets with the ability to pinpoint asset locations, geofencing capabilities and asset health monitoring.

A cluster of red, gray, and light gray squares radiates from the left side, forming a geometric pattern on a white background—symbolizing the expanding connectivity of Dynamics 365 Customer Engagement.

Dynamics 365 Field Service

Deliver Exceptional Service!

Move from reactive to proactive to predictive service using data insights and connected experiences.
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What our Clients Say

“New Dynamic is phenomenal to work with, very transparent, and very organized and clear in their communications. We came in under budget and got much more than we were expecting in this initial phase.”
Ben Koester
Ben KoesterKoester Construction
"New Dynamic brought ideas from different industries that helped us step back and ask, ‘What’s the smartest way to solve this—not just for now, but for the future?’ They’ve been true thought partners, bringing creativity, transparency, and a breadth of experience that really sets them apart from others."
Brian Hale
Brian HaleCRM Tech Lead, Sub-Zero Group
"Our biggest wins are integration and collaboration. We’ve greatly reduced manual effort, we’re all looking at the same thing, and we’re building toward a more predictive, data-driven approach to business development."
Michelle Ott
Michelle OttVice President of Marketing Operations, Je Dunn
"We knew that if we were going to scale effectively, we needed a CRM that brought sales and marketing into lockstep. The goal with Dynamics 365 wasn’t just visibility, it was alignment."
Tiffany Wirth
Tiffany WirthChief Marketing Officer, CorVent
“The New Dynamic team is fantastic! Their collaborative spirit is very evident in our interactions. Additionally, they are knowledgeable and bring expertise and experience to their solutioning. Our internal team has benefited greatly by learning from New Dynamic, allowing us to improve our operational efficiency and effectiveness.”
Scott Grosse
Scott GrosseIT Manager, Customer Engagement,
Sub-Zero​
“The pipeline management platform designed by New Dynamic has helped us streamline new business visibility for the management team and key leaders. Our internal meetings are less stressful and more productive because we can see what's coming and be more proactive when it comes to winning new business opportunities.”
Bill Burfeind
Bill BurfeindVice President,
J.C. Anderson, Inc.
“The investment we’ve made with New Dynamic has paid for itself multiple times already in terms of time savings and the significant sales increases we’ve seen across our various product lines. We understand our customers’ needs better, we’re tailoring our quotes more precisely, and we’re doing more cross-selling. We had the vision to make Dynamics 365 the hub for all our selling activity and New Dynamic made it happen.”
Matt Hanson
Matt HansonVice President of Business Development,
Maxi-Lift inc.
“New Dynamic simply presented as more knowledgeable, more responsive, and more credible than the other firms we looked at, including some of the biggest names in this space. They got done in weeks, what others estimated would take months. They had a better plan and offered better value all the way around.”
Alex Navin
Alex NavinCo-President & Managing Partner,
Cross Point Capital
“Our quotes are complicated and have always required a series of phone calls and emails in the past, for everything from pricing options to credit checks, to delivery logistics, it took too long and had too many manual requirements. New Dynamic came in with a process mapping and automation plan using Dynamics 365 Sales that matched our needs and took our average quote times from two days to two hours, and it’s been a gamechanger for us.”
Matt Kern
Matt KernVice President,
General Equipment & Supplies
“New Dynamic was the obvious choice and the experience of working with them far exceeded that of the other solution providers we looked at. New Dynamic listened and designed an application that not only exceeded our expectations but can also grow and expand with us.”
Linda Johnson
Linda JohnsonProject Manager,
Pate Rehabilitation
“The New Dynamic team was impressive from the beginning, asking methodical questions and learning our business. They made us feel confident we’d made the right choice and that they understood our goals and objectives”
Justin Schrader
Justin SchraderSenior Ballistician,
Hodgdon co.

Contact us today to transform sales productivity and customer buying experiences!

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