ETHX Softcon
Microsoft Dynamics Practice

Dynamics 365 Sales & Customer Engagement.

Microsoft's CRM suite — Sales, Customer Service, Field Service, and Marketing — integrated with the rest of your D365 estate.

What We Do

Customer engagement on Dynamics.

We deliver D365 Sales, Customer Service, Field Service, and Marketing — and integrate them with F&O / BC, Power Platform, and Microsoft 365 for a single customer view.

  • Sales: leads, opportunities, forecasting, quoting
  • Customer Service: cases, knowledge, omnichannel
  • Field Service: dispatch, mobile, work orders
  • Marketing: campaigns, journeys, segmentation
Capabilities

CE capabilities.

Sales

Lead, opportunity, forecast, quote, account management.

Customer Service

Cases, knowledge, SLA, omnichannel, agent workspace.

Field Service

Work orders, scheduling, mobile, IoT, parts.

Marketing

Real-time journeys, segmentation, lead scoring.

Contact Centre

Voice, chat, social, escalation, queue management.

Customer 360

Unified profile across CE, F&O / BC, and external systems.

How We Deliver

CE rollout playbook.

Step 01
01

Assess

Current CRM, customer journey, pain points.

Step 02
02

Design

Data model, journey blueprint, role definitions.

Step 03
03

Build

Configure D365 CE, integrate with F&O/BC and M365.

Step 04
04

Pilot

Pilot team for 4 weeks with real customers.

Step 05
05

Scale

Team-by-team rollout with adoption tracking.

Why ETHX

Why pick ETHX for D365 CE.

Tight integration with F&O / BC for a real customer 360

Field Service mobile experience that techs actually use

Power Platform extensions where standard isn't enough

Migration experience from Salesforce / HubSpot

Adoption-first — we measure usage, not just deployment

AI / Copilot integration baked in

Case Study
Hi-tech · D365 Sales + Customer Service

Sales + Service rollout with +18% first-contact resolution

D365 Sales + CS unified for a hi-tech client with custom Power Apps for case management.

+18% FCR

* Placeholder — replace with signed-off client content

FAQ

D365 Sales & CE — FAQ

Yes — full Salesforce → D365 migrations including data, custom objects, and user training.

Unify customer engagement on Dynamics.

Book an assessment — we'll map your current journey in the first call.