A leading European provider of conveyor systems has partnered with Engage Group to implement Microsoft Dynamics 365 Customer Engagement. The project is focused on creating better visibility into customer data, aligning sales processes across markets, and supporting continued growth. In this post, we share how we approach the project, why Dynamics 365 CE is the right fit, and what makes a successful CRM implementation.

Background – A Growing Business with Increasing Complexity

Our client operates across several European countries and offers a wide range of industrial solutions. As their customer base and product offering grew, so did the complexity of their sales processes. They needed a modern CRM platform to support cross-market collaboration, consolidate customer data, and gain better control over the entire customer journey, which Dynamics 365 could provide.

Our Role: Building a Scalable, Sales-Driven Solution

The goal of this engagement is to:

• Enable a 360-degree view of customer interactions

• Improve collaboration between local sales teams

• Automate key sales processes for better efficiency

• Provide a consistent customer experience across all touchpoints

We work closely with the client at every step—from needs analysis and solution design to implementation and change management—always focusing on tangible business value.

Why Dynamics 365 Customer Engagement?

Microsoft Dynamics 365 CE offers robust tools that help organizations:

• Unify customer data in one system
• Automate manual tasks and sales workflows
• Boost sales with intelligent insights and recommendations
• Align marketing, sales, and service teams
• Gain real-time visibility into performance

Expertise in CRM and Business Processes

At Engage Group, we specialize in turning complex requirements into streamlined, user-friendly solutions. Our team brings deep expertise in Dynamics 365 and a strong focus on creating business impact. Whether you’re working in sales, marketing, or customer service, we help you succeed with the tools you need.

Curious to see what Dynamics 365 can do for your business?

Let’s talk about how you can transform your customer engagement with the right tools and the right partner. Get in touch for a free consultation at contact@engagegroup.se