Empower your digital customer journey

Customer 360° Overview

Dynamics provides a comprehensive overview of your business, including customer interactions, products, cases, and other relevant data. In addition, Dynamics offers robust Case Management solutions designed to optimize your sales and service processes.

One system with a complete overview of your customer

Today, many customer support and sales processes involve your users switching between different systems to get a complete overview of customer activities.

By implementing D365 as a central platform, your organization gains a 360° view of your customers within a single system. This allows you to gather all relevant information across your organization on a single screen.

Interactions such as emails, chat messages, and phone calls

Customer-relevant documents

Efficient handling of cases and complaints

Overview of the customer's current products and recommendations for potential sales opportunities.

In addition, we utilize the advanced built-in components of the system to create user-friendly and efficient case management and customer support.

The result is a comprehensive 360° customer overview tailored to your business needs and supports advanced case management and business processes.

D365 is a solid foundation for further digitalization as it easily integrates with Microsoft Office and Azure, giving you an even more comprehensive and cohesive solution.

What problem do we solve?

Delegate helps your business combine fragmented data from disparate systems into a comprehensive plan that provides a cohesive overview, and we specialize in migrating processes from analog to digital within the same robust platform. We transform case management in your organization from being slow, inefficient, and opaque to a highly efficient and fully transparent process.

Outcome

With Customer 360 Overview, you get a comprehensive 360° customer overview tailored to your needs, providing valuable insights into your business, enabling advanced and efficient case management, and streamlining your operations. D365 is a scalable platform and a solid foundation for future growth. D365 is a solid foundation for further digitalization as it easily integrates with Microsoft Office and Azure, giving you an even more comprehensive and cohesive solution.

Get Started With Your Next Project

"We've done it before and we really want to help you too. You can contact me at +45 27 64 68 44, or have us contact you." Sten Grønning, Business Development Manager
Other things that can support the digital customer journey
From On-Premise CRM to Cloud

At Delegate, we're experts in easing the transition from on-premise CRM to the cloud, and we understand the challenges you face.

Salesforce Migration

Fast, easy, and secure migration to the Microsoft Dynamics ecosystem.

Start your next project with us

en_GBEnglish