Microsoft Dynamics Customer Engagement (CRM)
Integrate sales and service using Dynamics 365 Customer Engagement and Power Platform to provide connected, AI-enhanced experiences.
Microsoft Dynamics Customer Engagement (CRM)
Integrate sales and service using Dynamics 365 Customer Engagement and Power Platform to provide connected, AI-enhanced experiences.
The challenge we solve
Ditch the data silos. We migrate your customer and partner insights from legacy apps and emails into a unified Dynamics 365 environment. Eliminate errors, bake in security, and empower your team with a 360-degree view of the customer lifecycle.
Trusted by
How we deliver
We help you bring all customer and partner information into one place so your teams can work with confidence and provide a better experience. Using Dynamics 365, we support the full end-to-end customer lifecycle - from sales, to service, to personalised engagement.
Dynamics 365 Sales
We give your sales team a single view of their pipeline, along with tools for segmentation and personalisation. Routine tasks are automated, insights are easier to access, and modern AI tools such as Microsoft 365 Copilot for Sales help teams work smarter.
Dynamics 365 Field Service
We support your service team with a connected platform that helps schedule resources, dispatch work, manage contracts and track performance. This results in faster responses and more reliable service for your customers.
Dynamics 365 Customer Insights
We help you build stronger relationships by unifying your customer data into a single, trusted view. You can create real-time journeys and tailored campaigns that feel relevant and timely.
Real results from kiwi organisations
Disability
services provider
A leading disability support organisation moved from scattered SharePoint lists to a single, connected platform built on Dynamics 365 Customer Engagement and Power Apps.
Key outcomes:
- Partner information is now centralised, administrative work has reduced, and support workers have more time to focus on high-quality care.
- Automated workflows improve response times, while easy-to-understand dashboards give clear visibility across key processes. The new system is designed to keep disabled people at the centre of their own support.
What this means for your team
A complete view of every customer
Your team gains a clear, joined‑up understanding of each customer, supported by consistent processes and a secure data platform.
Faster responses with AI support
AI helps route enquiries to the right person at the right time, allowing your team to respond and resolve issues more quickly and confidently.
Insights that drive better decisions
Sales and service teams get actionable insights across the entire customer journey. This makes it easier to spot trends, act sooner and make proactive decisions.
Our engagement model
A structured approach that guides you from planning to adoption.
Contact us now
Why partner with
FUJIFILM Process Automation
Proven delivery across
New Zealand
Focused on outcomes,
not just technology
Built on the Microsoft
ecosystem
Our solutions follow Microsoft best practice and use Fabric, Power Platform, Dynamics 365 and Azure AI. This gives you secure, scalable and high value architectures that grow with your business.
Microsoft certified expertise
We are proud to be among a select group of New Zealand partners recognised across all six Microsoft Cloud Solutions Partner areas.
Data & AI
Azure
Digital & App Innovation
Azure
Infrastructure
Azure
Modern Work
Security
Business Applications
FAQs
Do we need the full Dynamics 365 suite to get started?
Dynamics 365 is designed to be modular, which means every app works smoothly with the others. You can start small, focus on the areas that matter most today, and add new capability later without rework or disruption.
This approach keeps costs predictable, reduces risk and allows your team to learn at a comfortable pace. When you are ready to expand, your existing data, processes and security settings flow naturally into the new areas, giving you a joined-up platform without the complexity of rebuilding.
We need to manage customer information, but we don’t need to manage sales pipeline or service.
For some customers, a model-driven power application can unify customer information and facilitate the migration from spreadsheets and legacy applications. Depending on your needs, a simpler solution might achieve excellent results.
We have an old on-premises Dynamics CRM. Can you help migrate it?
Absolutely. We can help you remove old servers, maintenance costs and security risks by migrating your CRM to the latest Dynamics 365 CE. Microsoft offers tools and incentives to facilitate this process. Please contact us to discuss the your migration.
How do you make sure our data is clean and accurate when everything is brought together?
When consolidating information from emails, spreadsheets and different systems, we take a structured and careful approach to ensure the data you rely on is trustworthy. We create a clear data model so every field and relationship have a defined purpose. We apply rules and validation to prevent mistakes, and we use duplicate‑detection tools to keep your customer and partner records clean.
We also work closely with your team to understand how the data is used in real life. This helps us design ownership rules, responsibilities and processes that keep information accurate long after the project has gone live.
Our goal is to give you:
- Clean, reliable data that teams can trust in their day‑to‑day work
- A single, accurate view of each customer or partner
- Better‑quality interactions, because staff have the right information every time
This foundation supports stronger relationships and helps your teams deliver faster, more personalised experiences.
Will our team need extensive training to use the new system?
Most teams find Dynamics 365 simple to use because it feels familiar from day one. It connects naturally with tools your staff already work with, such as Outlook, Teams and Microsoft 365. This reduces the learning curve and helps people adopt the new system quickly.
We provide training that is tailored to each role – from frontline staff to managers. Sessions are practical, hands‑on and focused on real tasks your people do every day. We also supply short guides, helpful tips and ongoing support so your team can build confidence over time, not just in the first week.
The result is a smooth, supportive transition where your team feels ready, informed and able to use the new tools effectively.