Transform Customer Relationships with AI-Driven CRM
Microsoft Dynamics 365 Customer Engagement (CE) is a suite of intelligent business applications designed to enhance customer relationships across sales, marketing, customer service, and field service. As part of the Dynamics 365 ecosystem, CE enables organizations to deliver personalized, data-driven customer experiences, improve operational efficiency, and drive customer loyalty through AI-powered insights and seamless automation.
Why Businesses Choose Dynamics 365 CE ?
Unified Customer View
Automation & Intelligence
Customization & Integration
Scalable & Compliant
AI-Driven Insights
Features of Dynamics 365 CE
AI & Analytics
All CE apps benefit from embedded intelligence.
Predictive lead scoring
Forecasting and deal health insights
Case resolution recommendations
Real-time dashboards via Power BI
Integration with Copilot AI assistant
Mobile Workforce Optimization (Field Service)
Manage service operations across technicians, dispatchers, and customers.
Automated work order creation & dispatch
GPS tracking and mobile technician app
Integrated inventory & parts tracking
Live customer ETA notifications
Marketing Automation (Marketing)
Design dynamic campaigns, score leads, and track customer behavior.
Visual journey builder
Event management, email templates, SMS integration
LinkedIn lead sync + customer segmentation
Real-time performance dashboards
Omnichannel Service & Case Management (Customer Service)
Deliver consistent support across phone, chat, email, and portals.
Automated case routing
SLAs, escalation rules, and knowledge base
Customer self-service via portals or bots
AI-driven sentiment and resolution suggestions
Lead & Opportunity Management (Sales)
Track prospects, qualify leads, assign opportunities, and close deals faster.
AI-based scoring & forecasting
Relationship analytics & guided selling
Email tracking, reminders, and task automation
Works directly from Outlook
More than 122 practice areas in 177 metropolitan areas
Our Practice Area
The Smarter Way to Engage Customers
What We Do?
We help businesses transform customer relationships through a proven three-phase approach to CRM implementation, ensuring seamless adoption and measurable results.
Through Trax Academy's CRM certification programs and quarterly business reviews, we ensure continuous optimization of your system. This includes AI model refinements, user adoption tracking, and performance benchmarking against industry standards.
We deploy fully configured Dynamics 365 CE modules with built-in Saudi localizations (Arabic UI, ZATCA compliance) and industry-specific customizations. Our implementation includes:
- Sales process automation
- Marketing campaign orchestration
- Omnichannel service center setup
Our certified consultants conduct a comprehensive audit of your current sales, marketing, and service processes. We identify key automation opportunities, integration points, and data silos to create a customer engagement roadmap tailored to your business goals and Saudi market requirements.
- Accelerated Lead Conversion
- Enhanced Customer Loyalty
- Full Regulatory Compliance
Three-Phase Implementation
Core Deployment (Customer Data First)
Goal: Establish a unified view of customers and centralize engagement data.
Modules Deployed:
Contact & Account Management
Lead & Opportunity Tracking
Activities & Task Management
Email & Phone Call Logging
Data Segmentation & Views
Engagement Expansion (Sales, Service, Marketing)
Goal: Enhance customer experience through tailored engagement across all touchpoints.
Modules Deployed:
Sales Pipeline & Forecasting
Case Management & Knowledge Base
Email Marketing & Campaign Automation
Customer Journey Mapping
SLA & Entitlement Setup
Intelligent Add-ons & Integrations
Goal: Empower teams with data-driven insights and seamless automation.
Add-ons / Integrations:
Power BI for sales & service dashboards
Power Automate for workflows, approvals, and alerts
AI-based Sales Insights & Conversation Intelligence
Integration with Microsoft Teams, Outlook, SharePoint
LinkedIn Sales Navigator & other business apps
Pillars of Excellence
These pillars ensure your CRM journey drives real business impact — not just system adoption.
People — Empower Customer-Facing Teams
“Technology works only when people know how to use it.”
Involve sales, marketing, and service teams early
Train based on real scenarios (e.g., lead nurturing, case escalation)
Assign internal ambassadors to encourage system usage
Align with how people already work — Outlook, Teams, Excel
Success starts with people — not just the platform.
Process — Optimize Journeys Before You Digitize
“Digitizing a broken journey just gets you to failure faster.”
Audit your customer lifecycle: from lead to loyalty
Standardize engagement flows across sales, marketing, and service
Build scalable, insight-driven processes (e.g., lead scoring, SLA tracking)
Use automation tools to ensure consistency and speed
Strong processes = better experiences, fewer drop-offs.
Platform — Leverage Microsoft’s Integrated Power
“Dynamics CE is only the beginning.”
Enhance with Power Apps, Power BI, and Power Automate
Integrate CRM with Teams, Outlook, Excel, and LinkedIn
Build no-code workflows tailored to your sales and support needs
Evolve with continuous cloud updates and Microsoft innovation
With Microsoft’s ecosystem, your CRM grows with you.
Modern CRM is on the way
Microsoft Dynamics 365 Customer Engagement is an AI-powered CRM platform that unifies sales, marketing, and customer service — enabling personalized, connected experiences at scale while maintaining compliance and data integrity.
Our comprehensive deployment approach includes:
- Discovery workshops to map your customer journey
- Configuration of sales, marketing, and service modules
- Phased rollout with built-in testing protocols
- Change management strategies for smooth adoption
We provide complete Arabic capabilities including:
- Right-to-left (RTL) interface customization
- Arabic sentiment analysis for customer interactions
- Localized templates for Saudi business processes
- Bilingual reporting in Arabic and English
The platform connects seamlessly with:
- WhatsApp Business via Power Platform connectors
- Microsoft Teams for internal collaboration
- Email and social media platforms
- Custom APIs for proprietary systems
Our Trax Academy program includes:
- Administrator certification courses
- Role-based training for sales and service teams
- Marketing automation workshops
Why choose Xtra Plumbing?
Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements.
Specialists
Teamwork is the collaborative effort of a team to achieve a common goal or to complete a task in the most effective and efficient way.
Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements. Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements.
Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements. Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements.
Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements. Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements.
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