Single source of truth for customer information

Are you struggling with fragmented data and disconnected systems? Microsoft Dynamics 365 and ServerSys can help.

It’s tough to engage customers effectively without a unified view. But we can connect CRM with your other data sources, including ERP, bringing everything together in Microsoft Dataverse. This creates a trusted 360-degree view of each customer, providing a single source of truth for accurate insights and sharp decision-making.

With a complete picture, everyone can be empowered to deliver outstanding customer experiences. Contact us today to discuss how ServerSys can help unite your data.

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Benefits to you

Confident decisions

Make informed decisions and gain data-driven insights using complete, accurate customer information.

Customer retention

Understand each relationship comprehensively to deliver personalised outreach and experiences.

Efficient operations

Streamline processes and boost productivity by equipping teams with integrated customer data.

Increased collaboration

Empower cross-departmental collaboration with shared customer visibility and context.

How we help organisations form a clear customer picture

🔗 See Complete Views by Connecting CRM and ERP

Connect Dynamics 365 with ERP systems like Business Central to enrich CRM data with orders, invoices, and other business information. This consolidated view makes accurate data readily accessible to confidently inform decisions.

For instance, personalise promotions by combining purchase and relationship data to increase account value.

We ensure ERP data is efficiently connected with CRM and create intuitive reporting so that you can gain a full picture of each relationship.

See an example of how we helped healthcare rm connect its ERP and CRM systems.

🛍️ Incorporate e-Commerce Data for Purchase Insights.

Connect Dynamics 365 CRM with e-commerce platforms, such as Shopify, to empower teams with a complete view of every customer.

Our experts will create an inbound feed of order information into your CRM system that provides a trusted 360º view, including purchase behaviour.

By combining this data, you’ll be able to engage customers with consistent and personalised experiences across channels. Additionally, you can make confident decisions and gain an accurate picture of customer lifetime value with e-commerce and CRM data connected.

💳Streamline Payment processes with Stripe Integration.

Integrating Stripe with Dynamics 365 will help streamline your payment processes and provide valuable insights.

With Stripe payment data available in Dynamics, you can create enriched customer views. These can help sales and marketing teams personalise offers and empower service teams to quickly respond to queries. Unified payment information will also provide authoritative order value data, which can be used to inform confident decisions.

Let us help you effectively connect your CRM with your payment data to automate processes, accelerate reporting and gain clear customer insights.

🎯 Boost Engagement with Connected Marketing Data.

We will assist you in integrating marketing automation with CRM to combine campaign history with relationship data. Bringing together marketing analytics and customer response data with sales and service insights will result in a comprehensive view.

We support implementations with Dynamics 365 Customer Insights (formerly Dynamics 365 Marketing) and third-party solutions, including ClickDimensions. With your data fully integrated, you can confidently segment audiences while empowering teams to personalise experiences.

☁️ Migrate Disconnected Customer Data.

If you have customer data stored in spreadsheets, SQL databases, or managed in a disconnected legacy application, we’ll assist you in transferring this to Dynamics 365.

We follow a proven migration process to move data from older platforms, such as on-premises databases, to a modern cloud environment.

Transferring data into the Microsoft Cloud will provide meaningful customer insights to inform your decisions. Contact us to take the next step.

✨ Extract Actionable Insights.

Once our team has consolidated your customer data in Dynamics, they’ll upgrade your reporting with interactive Power BI visualisations.

By using Dynamics 365 and Power BI, you’ll have a reliable view of your relationships through interactive dashboards. With accurate, up-to-date analytics, you can make informed decisions to optimise your service and customer experience strategy.

📁 Connect Document Libraries.

Improve your employees’ productivity and customer service levels by connecting SharePoint and other document libraries to Dynamics 365, making it easy to access essential materials.

By maintaining a complete customer view that includes agreements, contracts, and other documentation within CRM, we help teams quickly access all relevant customer materials within Dynamics 365, enabling them to resolve issues faster.

With document searchability in Dynamics, agents can quickly find the information they need for efficient servicing. Partner with us to integrate your documents for a complete customer view and improved experiences.

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Ready to talk?

Want to connect your data to see a complete customer view? Contact our Dynamics 365 experts for an initial discussion to get started. Please complete the form below and we will get back to you as soon as possible.