Unify Data for 360° Customer Views

Let us help you connect your data across teams and touchpoints to gain actionable customer insights that drive confident decisions and personalised interactions.

Single source of truth for customer information

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

It’s tough to engage customers effectively without a unified view. But we’ll connect CRM with your other data sources, including ERP, bringing everything together in Microsoft Dataverse. This creates a clear view of each relationship, creating a single source of truth for accurate insights and agile decision-making.

Contact us today to discuss how ServerSys can unite your data.

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Benefits to you

Confident decisions

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

Customer retention

Understand each relationship comprehensively for personalised outreach and experiences.

Efficient operations

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

Increased collaboration

Use company-wide customer views to increase cross-departmental collaboration.

How we help organisations form a clear customer picture

See Complete Views by Connecting CRM and ERP

Connect Dynamics 365 with ERP systems, such as Business Central, to enrich CRM data with orders, invoices, and other business information. For instance, personalise promotions by combining purchase and relationship data to increase account value.

We ensure ERP data is securely connected with CRM so you can fully understand each relationship.

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

Integrate 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 engineers will create a feed of order information into your CRM that provides a 360º view with purchase behaviour.

By combining this data, you’ll be able to engage customers with consistent and personalised experiences across channels. 

Streamline Payment processes with Stripe Integration.

Integrating Stripe with Dynamics 365 will help integrate 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 help service teams quickly respond to queries.

Boost Engagement with Connected Marketing Data.

We will assist you in integrating your marketing automation with CRM to combine campaign history with relationship data. 

We support implementations with Dynamics 365 Customer Insights/Marketing and third-party solutions, including ClickDimensions and dotDigital. With your contact and marketing data integrated, you can accurately segment audiences and send personalised messages.

Migrating Disconnected Customer Data.

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

We follow a proven migration process to move data from legacy platforms to a modern cloud environment.

Extract Actionable Insights.

Once our team has consolidated your customer data, they’ll upgrade your reporting, which can include interactive Power BI visualisations.

Using Dynamics and Power BI gives you a real-time view through interactive dashboards, helping you make informed decisions to optimise your service and customer experience strategy.

Connect Document Libraries.

Integrating SharePoint document libraries with Dynamics 365 simplifies access to essential materials and enhances productivity and customer service.

Maintaining a comprehensive customer overview, including agreements, contracts, and other documentation, ensures responsive service. Document searchability in Dynamics allows agents to find the information they need for efficient servicing quickly.

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Ready to talk?

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.