Dynamics 365 CRM

All information about Microsoft Dynamics 365 for Customer Engagement

Customer Relationship Management (CRM)

What counts is having a 360° view of your customers, so you can improve the quality and efficiency of your ties with them. Every single member of your staff can take part in the customer acquisition process: In the customer services or sales offices, marketing and also service technicians’ departments (field service). Relationship management allows you to maintain the overview over activities and provides you, thanks to state-of-the-art reporting, with the necessary basis for decison-making at all times. This is the basis for raising productivity, simultaneously lowering costs.

Microsoft Dynamics 365

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By concentrating on all customer processes, CRM strategies will, in future, include not only sales and marketing, but also customer service, field service, project service automation and much more.

Ambit Group - Microsoft Gold Partner for CRM products

Is “CRM” (Customer Relationship Management) a tool focussing mainly on field services? Yes, but not just for that! Ambit knows that it means a whole lot more. It involves all customer relations and participating stakeholders. This concept includes all conceivable communication channels and the processes linked to them.

A competitive market environment, complex evaluation processes, global economic factors and dynamic relationship networks render customer acquisition a multi-dimensional challenge. Facing up to this challenge requires a targeted pooling of employee talents with intelligent customer acquisition and customer loyalty instruments. Analytical 360° visuals help to guide the right instruments to the right talents. This all-round view results in a vision focussed on success, far-sighted marketing concepts and, ultimately, a CRM solution that’s perfect for you.

Full-service CRM consultancy and CRM implementation are Ambit Group’s established strengths. We will assist you in a variety of areas, including structuring your sales processes, making your marketing campaigns controllable and increasing the efficiency of your service processes. The goal: More profit thanks to satisfied customers.

Microsoft Gold Partner

Ambit Group is a “Microsoft Certified Trainer”, authorised to hold official Microsoft training sessions.

More about the Ambit Group

Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales supports your sales activities with precise information, insight, instructions and tools to promote customer service of a more individual nature that is profitable in the long term.


Learn more about Dynamics 365 for sales

  • Expand business
  • Stay focused
  • Win faster

Marketing solutions

ClickDimensions: Marketing for Dynamics 365

ClickDimensions is a powerful solution natively built inside Microsoft Dynamics 365. That means there are no integration costs and no hassles synchronizing data between systems – just a complete picture of leads and customers for greater marketing, sales and customer experience success.


Learn more about ClickDimensions

  • Fully native
  • Fully supported
  • Fully comitted

Dynamics 365 for Marketing

Establish a joint perspective for sales and marketing, ensuring steady implementation rates in all channels and at all touchpoints – with centralised data in Dynamics 365.


Learn more about Dynamics 365 for Marketing

  • View customers holistically
  • Design marketing more target-oriented
  • Control multi-channel campaigns

LinkedIn Sales Navigator for Dynamics 365

  • Support for multiple LinkedIn accounts
  • Customizable strategies for assigning leads
  • Possibility of cross-source analysis of lead performance

Dynamics 365 for Customer Service

  • Winning loyal customers
  • Support employees
  • Stay agile

Dynamics 365 for Field Service

  • Focus on customers
  • Network interactions
  • Strengthening service organizations

Dynamics 365 for Project Service Automation

Project service automation functions – such as sales, planning, resource management, implementation and invoicing – can be utilised by teams working on specific projects to provide on-schedule services within budget, as well as personal customer experiences.


Learn more about Dynamics 365 for Project Automation

  • Intensify customer relations
  • Comprehensive support for employees
  • promote growth

Financial Business Solutions

Wealth Relationship Management (WRM) is the new industry standard for asset managers. WRM covers the needs in the area of data management of client data and enables a 360-degree view of client and asset data.

Since 2013, Swiss asset managers have been facing stricter regulations, increasing the need for professional infrastructure. In order to fulfil FINMA stipulations, in the medium and long-term, asset managers will have to cease using a customised approach.

Together with vwd PortfolioNet Service AG, Ambit Group has the right answer – the integrated standard solution “Wealth Relationship Management” (WRM).

Microsoft Dynamics 365 is used as a basis for WRM, enabling standard integration into the existing Microsoft environment (Office, Outlook). WRM features defined interfaces to “PortfolioNet”, but can be operated separately or combined with other portfolio management systems.


Learn more about Financial Business Solution

CRM for asset managers provides support in:

  • pre-contractual enquiry obligations (client's risk profile)
  • Information duties (risk disclosure)
  • due diligence obligations under the Anti-Money Laundering Act (AMLA) and
  • other areas of client onboarding

Verband 360

Only rarely do one bandage resemble another. For this reason, we offer you a comprehensive basic product, which you can extend as you wish.
With Verband360 you get a 360 degree view of the memberships in your association.

With Verband360 you get a 360 degree view of the memberships in your association. Quickly and easily you will receive information on:

  • Which contact and which company is a member
  • What type of membership is involved
  • How to contact the member
  • What contribution the member pays
  • In which committees the member is active
  • When the member was last contacted


Learn more about Verband 360 for Dynamics 365

Are you interested in this topic? I would be pleased to answer any queries you have.

Christian Schipp, Head Sales CRM

+41 79 954 17 09