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Dynamics 365 Customer Engagement

Your CRM Should Drive Revenue, Not Collect Dust.

47-63% of CRM projects fail to meet their goals — not because of technology, but because of poor adoption and misaligned expectations. Dynamics 365 Customer Engagement brings every customer interaction into a single platform. Qixas specializes in CRM that actually gets used, because we design around your team's real workflows — not around data entry screens.

Microsoft

Solutions Partner

2,000+

Engagements delivered

80%+

Active usage at 90 days

Microsoft

Solutions Partner

Sound familiar?

Sound Familiar?

Most CRM failures aren't technology failures. They're adoption failures — and they usually start before anyone touches the software.

Your sales team ignores the CRM

Reps see it as a data entry chore, not a selling tool. Pipeline data is stale, forecasts are fiction, and management has no real visibility into what's happening.

Customer data lives in five different places

Sales has one version in the CRM, service has another in email, marketing has a third in their platform. Nobody trusts the numbers, and customers feel the friction.

Your last CRM implementation failed

You spent six figures and six months, and your team still went back to spreadsheets. Now everyone's skeptical about trying again.

CRM and ERP don't talk to each other

Sales can't see inventory or order status. Finance can't see pipeline. Quote-to-cash requires manual handoffs between systems. Errors multiply at every step.

The platform

What Is Dynamics 365 Customer Engagement?

Dynamics 365 Customer Engagement is Microsoft's comprehensive suite of CRM applications covering sales, customer service, marketing, and customer insights. Built on the Dataverse platform, it integrates natively with Business Central, Power BI, Teams, and the rest of the Microsoft ecosystem — giving your team a 360-degree view of every customer without switching between tools.

Customer Engagement sales pipeline visualization

Sales Acceleration

Manage your pipeline from lead to close with AI-driven insights, guided selling, and automated follow-ups. Eliminate administrative overhead and let your reps focus on selling.

Customer Service Excellence

Resolve cases faster with unified queues, knowledge bases, SLA tracking, and omnichannel support across chat, email, phone, and social. AI-powered knowledge suggestions guide agents toward faster resolutions.

Marketing Automation

Create multi-channel campaigns, nurture leads with automated journeys, and measure ROI with analytics tied directly to your sales data. Every campaign is tied to actual pipeline impact.

Customer Insights & AI

Unify customer data into rich profiles with AI-powered segmentation, predictions, and next-best-action recommendations. Identify your most valuable customers and predict churn risk.

Unified Customer View

Every interaction — sales call, support ticket, marketing email, invoice — visible in a single timeline. Your team never asks a customer to repeat their history.

Business Central Integration

Native CRM-to-ERP integration means sales sees real-time inventory, pricing, and order history. Quote-to-cash becomes seamless. Finance gets earlier pipeline visibility for cash flow planning.

Core capabilities

Customer Engagement Modules

Each module works independently or together. We help you start with what matters most and expand as your needs grow. All modules share the same Dataverse customer data foundation.

Sales Hub

A complete sales management platform that helps your team focus on the right deals, engage buyers effectively, and close faster with AI-assisted insights.

Lead scoring and qualification with AI-driven prioritization
Opportunity management with customizable sales stages and process guidance
Forecasting with pipeline analytics and deal health visibility
Relationship analytics that surface engagement patterns and recommend next steps
Mobile app for field sales with offline capabilities
LinkedIn Sales Navigator integration for social selling
Email integration showing all communications within CRM context
Automated task and reminder management for follow-ups

Outcomes

What Happens When CRM Actually Gets Used

The difference between shelfware and a revenue driver comes down to adoption. Here's what Qixas clients see when adoption sticks.

80%+

Active CRM usage at 90 days

Because the system makes their jobs easier

6-10wk

Typical single-module go-live

Not the 6-month death march others quote

35%

Faster quote-to-cash cycle

When CRM and ERP share the same data

90 days

Post-go-live coaching included

Past the critical adoption window

Why Qixas

CRM That Gets Used, Not Shelfware

The biggest risk in any CRM project is not the technology — it's adoption. We've seen too many implementations where the system works technically but nobody uses it because it was designed around data entry, not how people actually sell and serve customers. Qixas addresses every root cause of CRM failure.

User adoption focus: we design for how your team works, not around data entry processes or software conventions

Comprehensive discovery to align business objectives and eliminate misaligned stakeholder expectations

Executive sponsorship framework ensuring leadership accountability throughout the project

Scope discipline with phased rollout that delivers quick wins before expanding

Role-based training showing each person specifically how the system serves their daily work

Deep integration expertise between Dynamics 365 CRM and Business Central

Senior consultants who understand both CRM technology and the operations of sales, service, and marketing teams

Post-go-live coaching for 90+ days to drive adoption past the critical window where most CRM projects stall

Client stories

What Our Clients Say

Client story

85%

Voluntary CRM adoption at 6 weeks

Our previous CRM was expensive shelfware — sales reps kept everything in spreadsheets. Qixas redesigned the experience around how our team actually sells, not how the software manual says they should. Six weeks after go-live, 85% of the team was using it voluntarily.
V

VP of Sales

Mid-market professional services firm, Ontario

Tired of paying for CRM nobody uses?

FAQ

Frequently Asked Questions, Answered

How does Dynamics 365 Customer Engagement integrate with Business Central?
Microsoft provides native, bidirectional integration that synchronizes customers, contacts, items, pricing, and sales orders automatically. When your sales team wins an opportunity, it can automatically create a sales order in Business Central. Real-time inventory is visible in the CRM, and invoices and payment confirmations flow back to the customer timeline. We configure and extend the standard integration to match your specific quote-to-cash process.
Can we start with just Sales Hub and add other modules later?
Yes. Each module is independently licensed and deployed. Most mid-market companies start with Sales Hub or Customer Service Hub, achieve strong adoption, then add modules in phases. We design every implementation with future expansion in mind — adding capabilities later requires only new training and configuration, not rework.
How long does a CRM implementation typically take?
A focused single-module implementation typically takes 6 to 10 weeks. Multi-module deployments with Business Central integration and significant data migration can take 12 to 16 weeks. We also offer accelerated implementations for simpler requirements that go live in 4 to 6 weeks. The post-go-live coaching phase runs for 90 days.
What about data migration from our current CRM?
We have extensive experience migrating from Salesforce, HubSpot, Zoho, Pipedrive, legacy Dynamics CRM, and custom-built systems. Our approach includes source-system analysis, data mapping to Dataverse, cleansing and deduplication, preserving activity history, and multiple test migrations before cutover. We develop validation checklists your team uses post-go-live to catch any issues early.
How do you ensure adoption of the new CRM?
Adoption is our primary focus. We design Dynamics 365 around your actual processes, deliver role-based training that shows each person how the system serves their daily work, establish dashboards that make CRM data immediately valuable, and provide 90+ days of post-go-live coaching. Our typical result is over 80% active usage by end of first quarter.

Ready to Unify Your Customer Experience?

Talk to a Qixas consultant about how Dynamics 365 Customer Engagement can connect your sales, service, and marketing teams on one platform.