Need a better way to accelerate sales,
automate services and turn customers into loyal fans?

Microsoft Dynamics 365 Customer Engagement makes it easier than ever.

Let us show you how.

Get ready to experience CRM in a whole new way.

The Microsoft Dynamics 365 Customer Engagement plan, formerly known as Dynamics CRM, is a powerful, integrated solution designed to elevate the customer experience at every point.

Microsoft Dynamics 365 Customer Engagement Plan


Customer Service

Project Service Automation

Field Service

Microsoft Social Engagement


Customer Service

Project Service Automation

Field Service

Microsoft Social Engagement

Microsoft Dynamics 365 for Customer Service

Today’s customers have high expectations when it comes to software. Wanting quick, relevant answers to their questions, Microsoft Dynamics 365 equips customers with the information they need—when and where they need it. Giving them the opportunity to engage with you on their terms enables you to address their needs and deliver superior service on any channel or device.

Powered by the Microsoft cloud, Dynamics 365 connects your operations, financials, and applications so you enjoy a seamless, collaborative experience across your entire company.

  • Enables organizations to engage customers in new ways.
  • Searchable knowledgebase and peer-to-peer communities allow customers to solve issues on their own.
  • Manage performance and productivity through easy to use dashboards.
  • Track and record customer interactions on any device.

Microsoft Dynamics 365 for Sales

Built to help you find, manage, and sustain profitable customer relationships, Dynamics 365 connects sales, service, and marketing. The best part—it’s accessible all in one place, from any location or device, whether you’re on the road or in the office.

Speedy data entry, real-time insight, and performance-boosting automations empower your sales and service teams to keep customers engaged and happy. Everyone wins when you can work faster, collaborate easier, and ultimately serve customers better.

  • Create actionable insight to nurture existing customer relationships.
  • Target new customers that are most likely to buy with information based on predictive intelligence.
  • Leverage LinkedIn Sales Navigator to find and connect with the right buyers while growing sales relationships.
  • Designed to grow with your company, choose only the apps you need to get started and add others without interruption.


With quick and easy access to tools, guidance, and data—it’s never been easier to get customers what they want, when they need it.


Giving you the ability to interact with customers on any channel or device—you’ll earn loyalty while empowering customer service agents.


With built-in intelligence you’ll get recommendations and guidance at each stage of your deal—helping you stay focused on what you’ll do next.


Gain insight into sales and service performance with user- friendly dashboards while motivating your teams and encouraging accountability.


Complete Business Solutions is an exceptional consulting partner providing vision, insight, and best practices with a team that is extremely knowledgeable, responsive, and intuitive. Their understanding of our accounting software system and business practices has helped us meet the needs of our growing company. Working with Steve and the entire team has been a rewarding experience.


- William H. | Controller

Complete Business Solutions has been one of my best finds ever! Working with Steve in sales and tech support and Blanche in customer service along with their staff has been a pleasure for over twenty-five years. They are always there when you need them and I recommend them highly.”


- Bobbi S. | Accountant

We are very pleased that we selected Complete Business Solutions to lead us through a successful Dynamics GP implementation – on time, on budget, and with all the functionality that we originally agreed on. Our business partnership with CBS during our rapid growth in both size and complexity has enabled us to stay on track and enjoy enormous benefits. They are reliable, knowledgeable and fun to work with.


– Peter Z. | CFO 


Providing unmatched customer service ourselves for more than 30 years—
our team can help take yours to the next level.

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