Microsoft Dynamics 365 CRM Implementation
WIN CUSTOMERS. BUILD RELATIONSHIPS. SCALE SERVICE.
Built for Growth
Dynamics 365 CRM Power Without Complexity
Small and midsized businesses shouldn’t have to settle for disconnected spreadsheets or enterprise tools that are overkill. With Microsoft Dynamics 365, you get customer engagement solutions that scale as you grow, without overwhelming your team or your budget.
Bond Consulting Services helps SMBs unlock the right mix of apps so you can:
- Replace spreadsheets with a connected, modern CRM
- Use AI-driven insights to prioritize leads and personalize engagement
- Equip your team with simple, mobile-ready tools to sell and serve faster
- Keep all your customer data in one place — secure, compliant, and accessible
THE RIGHT TOOLS FOR EVERY STAGE OF THE JOURNEY
Microsoft Dynamics 365 Customer Engagement Solutions
Microsoft Dynamics 365 provides more than a CRM. It’s a connected platform for sales, service, and customer success. Bond helps you implement only what you need today while setting you up for tomorrow.
Customer Insights
Unify data into a single view of your customer to drive smarter engagement.
Sales
Prioritize leads, shorten cycles, and boost seller productivity with AI-powered guidance.
Customer Service
Deliver consistent, personalized support across every channel your customers use.
Field Service
Equip technicians with real-time tools to increase first-time fix rates.
AI-Powered Productivity
Microsoft Dynamics 365 Customer Engagement Solutions
Microsoft Dynamics 365 Customer Engagement Solutions
THE RIGHT TOOLS FOR EVERY STAGE OF THE JOURNEY
Every Dynamics 365 app BCS implements comes with Copilot AI built in. That means less manual work, smarter recommendations, and insights that help your team close deals faster and serve customers better. From drafting emails to surfacing customer patterns, Copilot automates the busywork so your people can focus on impact.
Simplify the Starting Point
Clear Paths to CRM Success
Whether you’re evaluating CRM or ready to implement, these packaged offerings provide a practical starting point for sales and marketing teams.
CRM Implementation
D365 Sales Implementation with AI
Stand up Dynamics 365 Sales in as little as 4 weeks giving your team a modern, AI-enabled CRM (Copilot) with structured pipeline management and built-in productivity support.
CRM Implementation
Excel to D365 Sales Jumpstart
A fixed-scope implementation to move your team from spreadsheets into Dynamics 365 Sales in as little as 7 weeks, establishing a structured CRM foundation with pipeline visibility, reporting, and automation.
CRM Marketing Add-On
Marketing Automation for D365 Sales
Install and configure Click inside Dynamics 365 Sales so your team can send email campaigns, manage audiences, and track engagement—directly from your CRM.
CRM Implementation
D365 Sales Implementation with AI
Stand up Dynamics 365 Sales in weeks, not months—giving your team a modern, AI-enabled CRM (Copilot) with structured pipeline management and built-in productivity support.
CUSTOMER ENGAGEMENT MADE SIMPLE
Sales & Service Teams Trust Bond Consulting
Bond Consulting CRM Implementation
Microsoft Dynamics 365 connects your sales, service, and customer insights into one streamlined platform. Trust Bond Consulting to implement it the right way—helping your teams collaborate seamlessly and deliver value faster.
From First Lead to Loyal Customer
Supporting the Entire Customer Journey
D365 CRM supports your entire customer journey, from first touch to ongoing service.
Needs discovery
Design solution
Configure & connect
Train your team
Go live & support
Industry use case
Transforming
Distribution
Distributors and importers need more than spreadsheets to keep up with customers and orders. With Dynamics 365 Customer Engagement, sales, marketing, and service teams share one source of truth—making it easier to manage inquiries, close deals, and deliver on customer expectations.
- Centralized customer and order data
- Automated quote and reorder follow-ups
- Case tracking from inquiry to resolution
- Sales pipeline and forecasting visibility
- Marketing automation for repeat business
- Customer history for stronger relationships
GUIDES ABout D365 CRM + AI
Learn More About AI-Powered CRM
Explore our latest guides to see how AI-driven CRM solutions can accelerate sales, improve customer relationships, and streamline the way your team works.
RESOURCES FOR SALES, MARKETING, & SERVICE
Insights on Dynamics 365 Sales & Service Solutions
How to Connect Power Pages & D365 Customer Engagement for a Seamless Self-Service Experience
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GET THE ANSWERS YOU NEED
Dynamics 365 CRM – FAQ
What is Dynamics 365 Customer Engagement (CE)?
CE is the collection of Microsoft Dynamics 365 applications for Sales, Marketing, Customer Service, and Field Service. These tools work together to help SMBs manage customer relationships and deliver better experiences.
Does Microsoft still use the name “Customer Engagement”?
Microsoft no longer markets these apps under the CE brand. At Bond Consulting, we continue to use “CE” as a simple way to describe the full suite of front-office solutions for SMBs.
Is Dynamics 365 CE good for SMBs?
Yes. Dynamics 365 Customer Engagement is designed to help small and midsize businesses manage sales, marketing, and customer service without the complexity of enterprise systems. It’s flexible, scalable, and can grow with your business.
Can I start with just one Dynamics CRM module and add others later?
Yes. Many SMBs begin with a single module, like Sales or Customer Service, and expand into Marketing or Field Service as their needs grow. CE is built to scale with your business.
How much does it cost to implement Dynamics 365 CE, and how long does it take?
Costs and timelines depend on the modules you choose and the complexity of your processes. Most SMB implementations take a few weeks to a few months. Bond Consulting focuses on right-sized projects that fit your budget and deliver value quickly.
How long do Dynamics 365 Sales and Service solutions take to implement?
Most SMBs are up and running in a matter of weeks, not months. Our proven Dynamics 365 implementation framework balances speed with thoroughness so you can start seeing value faster.
How can we get started with Dynamics 365 Sales quickly?
Our AI-Powered Selling Starter Pack is a fixed-fee, 4–6 week offer designed to get your sales team live with Dynamics 365 Sales + Copilot, fast. Explore the Starter Pack.
Can Dynamics 365 CE integrate with Outlook, Teams, or Business Central?
Absolutely. Dynamics 365 CE integrates natively with Microsoft 365 apps like Outlook and Teams, and it connects seamlessly with Business Central for a complete front- and back-office solution.
