CUSTOMER ENGAGEMENT

Dynamics 365 CE.

CRM that fits the way you work.

Build better customer processes with Microsoft Dynamics 365 Sales, Customer Service and Field Service. InvertedBits connects business requirements with the configuration, data model and development needed to make CRM useful every day.

Discuss your requirements
Customer profile panels connected around a shared customer relationship system.

WHAT WE CAN HELP WITH

Expertise in the detail.

01

Sales processes

Connect lead qualification, opportunities, quotes and activities around a consistent customer record.

02

Customer Service

Improve case handling, queues, assignment, knowledge access and the information available to service teams.

03

Field Service

Adapt work orders, agreements and related business processes to the way service operations run.

04

Custom development

Extend Dataverse and model-driven apps with C# plugins, JavaScript, custom actions and supported APIs.

WHEN IT MAKES SENSE

A good fit when…

Your sales or service process has grown beyond the current setup, users work around the application, or existing customizations need a clearer design.

THE BUSINESS PURPOSE

A shared view of every customer.

Give sales and service users the information and processes they need to manage customer relationships consistently.

GOOD TO KNOW

A few questions, answered.

Have something more specific in mind?
Tell us about it

Can you improve an existing Dynamics 365 implementation?

Yes. We can assess your current solution, investigate a specific issue or deliver a defined set of enhancements without starting the implementation again.

Do you work with online and on-premises Dynamics CRM?

InvertedBits supports both deployment models. We first review the version, customizations and integration dependencies, because the available features and supported implementation options differ.

START WITH YOUR PRIORITY

Let’s discuss your next project.

Use an introductory conversation to discuss the problem, check the fit and identify what needs to happen next.

We agree scope and commercial terms before delivery work begins.

Request a discovery call