Microsoft Dynamics 365 CE

Frequently Asked Questions about Microsoft Dynamics 365 CE

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Microsoft Dynamics 365 CE: Comprehensive FAQ Gids for CRM decision-makers 

Looking for reliable information about Microsoft Dynamics 365 Customer Engagement? This complete FAQ guide answers the 15 most essential questions about Dynamics 365 CE implementation, costs, functionalities, and integrations. Ideal for business leaders, IT managers, and CRM specialists who want to make the right choice.

Microsoft Dynamics 365 Customer Engagement is central to the digital transformation of modern businesses. As a market-leading CRM platform, Dynamics 365 CE combines powerful sales, marketing, and customer service applications in one integrated solution.

However, for organizations considering switching to Microsoft Dynamics 365 CE, crucial questions often arise about implementation, total cost of ownership, and the best approach for their specific business situation. This comprehensive Dynamics 365 CE FAQ section provides concrete answers to the most common questions we receive from prospects and customers.

From basic questions about 'what exactly is Dynamics 365 CE' to advanced topics like security, API integrations, and mobile access - every question is answered from years of practical experience with Microsoft Dynamics 365 Customer Engagement implementations.

What is Microsoft Dynamics 365 Customer Engagement and what are its benefits? 

Microsoft Dynamics 365 Customer Engagement (CE) is a cloud-native CRM platform that helps businesses optimize their complete customer journey. This Dynamics 365 CE suite contains four core modules: Sales for sales processes, Marketing for campaign management and lead nurturing, Customer Service for helpdesk and case management, and Field Service for mobile work orders and maintenance.

The biggest advantage of Dynamics 365 CE is the seamless integration with Microsoft 365, allowing users to continue using their familiar Outlook, Teams and SharePoint environment while benefiting from advanced CRM functionalities and AI-driven insights.

How does Microsoft Dynamics 365 CE differ from other CRM systems?

Microsoft Dynamics 365 CE offers out-of-the-box integration with the complete Microsoft stack. Where other CRM systems often require expensive third-party connectors, Dynamics 365 CE works natively with Microsoft 365, Power Platform, and Azure services.

Dynamics 365 Customer Engagement also distinguishes itself through its flexible licensing model - organizations can start with specific modules like Dynamics 365 Sales only, and later expand to the full CE suite without major re-implementations.

What are the cost of Microsoft Dynamics 365 CE licenses?

Microsoft Dynamics 365 CE pricing varies per module and user. For 2025, the following guideline prices apply

Professional licenses:

  • Dynamics 365 Sales Professional: €65 per user/month 

  • Dynamics 365 Customer Service Professional: €95 per user/month 

  • Dynamics 365 Field Service: €95 per user/month 

Enterprise licenties:

  • Dynamics 365 Sales Enterprise: €135 per user/month

  • Dynamics 365 Customer Service Enterprise: €135 per user/month 

  • Dynamics 365 Marketing: from €1.500 per month for 10.000 contacts 

Team Member licenses for limited access start from €8 per user/month. For exact Microsoft Dynamics 365 CE pricing, it is recommended to contact our advisors for a personalized quote.

How long does a typical Dynamics 365 CE implementation take? 

The implementation duration of Microsoft Dynamics 365 Customer Engagement depends on various factors:

Quick implementation (2-4 months)

  • Standard Dynamics 365 Sales or Customer Service configuration 

  • Limited data migration from existing systems 

  • Minimal customisation requirements 

Medium size projects (4-8 months)

  • Multi-module Dynamics 365 CE implementation 

  • Integration with existing Microsoft 365 environment

  • Custom workflows and business rules 

Complex transformations (8-15 months)

  • Enterprise-wide Dynamics 365 Customer Engagement rollout

  • Extensive legacy system integrations

  • Custom PowerApps development and advanced AI configuration

Een goed Dynamics 365 CE project begint altijd met een discovery fase om realistische timelines en budgetten vast te stellen. 

Which integration options does Microsoft Dynamics 365 CE offer?

Microsoft Dynamics 365 Customer Engagement excels in integration thanks to its Microsoft ecosystem. Standard connections include: 

Native Microsoft integrations: 

  • Microsoft 365 (Outlook, Teams, SharePoint, OneDrive) 

  • Power Platform (PowerApps, Power Automate, Power BI) 

  • Azure services for advanced analytics and AI 

Third-party integrations through: 

  • Microsoft AppSource marketplace with 1000+ certified connectors 

  • REST API's and OData endpoints for custom integrations 

  • Azure Logic Apps for complex workflow automation 

  • Common Data Service as centrale data hub 

Popular Dynamics 365 CE integrations are for instance Exact Online, AFAS, and various telephone solutions like Microsoft Teams Phone. 

Is Microsoft Dynamics 365 CE suitable for small and medium-sized businesses? 

Absolutely. Microsoft has specifically designed Dynamics 365 Customer Engagement to be scalable. Small businesses can start with, for example, only Dynamics 365 Sales Professional for their sales team, and later expand to Customer Service or Marketing modules.

Benefits for Small and Medium sized companies:

  • No upfront infrastructure investments due to cloud deployment

  • Flexible licenses - pay only for used modules

  • Fast time-to-value through out-of-the-box functionalities

  • Access to enterprise-grade security and compliance

Many small and medium sized companies start with 5-15 Dynamics 365 CE users and grow organically with the development of their company. 

Hoe secure is Microsoft Dynamics 365 Customer Engagement? 

Microsoft Dynamics 365 CE meets the highest security standards and compliance requirements. Important security features include:

Data security: 

  • Encryption of data in transit and at rest using AES 256-bit 

  • Multi-factor authentication (MFA) by default 

  • Role-based access control with granular rights 

  • Field-level security for sensitive information 

Compliance certifications: 

  • AVG/GDPR compliant for European privacy legislation

  • ISO 27001, SOC 2 Type II certified 

  • HIPAA compliance for the healthcare sector 

  • Regular security audits and penetration testing 

Microsoft invests more than $1 billion annually in cybersecurity and has a 99.9% uptime SLA for Dynamics 365 Customer Engagement services.

What training and support is available for Dynamics 365 CE users? 

Microsoft and AppReef offer extensive Dynamics 365 Customer Engagement training via: 

Microsoft official sources: 

  • Microsoft Learn platform with free online courses

  • Instructor-led training via Microsoft Learning Partners

  • Dynamics 365 CE certification paths for different roles

  • Extensive documentation and video tutorials 

AppReef support: 

  • On-site training adapted to your business processes

  • Change management guidance during implementation

  • Post-go-live support and optimization services

  • User manuals in Dutch language

Most organisations combine online Microsoft Learn modules with practical AppReef training for optimal user adoption of their Dynamics 365 CE omgeving. 

Can Microsoft Dynamics 365 CE be customised to specific business processes? 

Microsoft Dynamics 365 Customer Engagement offers extensive customization possibilities without programming knowledge:

No-code/Low-code customisation: 

  • Custom fields, forms and views via point-and-click interface

  • Business rules and workflows for process automation

  • Custom dashboards and reports

  • Model-driven PowerApps for specific business applications

Advanced customisation: 

  • JavaScript for client-side logic

  • Plugin development for server-side extensions

  • Custom connectors for external systems

  • Azure Functions for complex integrations

The strength of Dynamics 365 CE lies in the fact that 80% of customizations are possible without traditional programming, which saves costs and increases flexibility.

What AI functionalities are available in Dynamics 365 Customer Engagement? 

Microsoft integrates advanced AI-technologies in Dynamics 365 CE via different modules: 

Sales AI features: 

  • Lead scoring based on historic data and behavioural patterns 

  • Opportunity insights with win/loss probability calculations 

  • Relationship analytics for account prioritising 

  • Predictive forecasting for accurate sales planning 

Customer Service AI: 

  • Intelligent case routing to the right agent 

  • Knowledge article suggestions during conversations 

  • Sentiment analysis of customer interactions 

  • Virtual agents for first-line customer support 

Marketing AI:  

  • Customer journey orchestration with behaviour-based triggers 

  • Content personalisation based on engagement history 

  • Optimal send-time recommendations 

  • Marketing attribution modelling 

These AI capabilities are automatically updated by Microsoft without additional costs for Dynamics 365 Customer Engagement users.

How does mobile access for Microsoft Dynamics 365 CE work? 

Microsoft offers native mobile apps for Dynamics 365 Customer Engagement on iOS and Android: 

Mobile app features: 

  • Full access to customer data, opportunities and cases

  • Offline synchronization for working without internet connection

  • Mobile-optimized forms and dashboards

  • Push notifications for urgent updates

  • GPS integration for field service activities

Field Service specific functions: 

  • Barcode scanning for inventory management 

  • Photo capture and document attachment 

  • Digital signature collection 

  • Turn-by-turn navigation to customer locations 

  • Real-time planning updates and resource scheduling 

The Dynamics 365 CE mobile apps automatically synchronize with the cloud when connectivity is available, ensuring field workers always have access to current information.

What are the migration paths to Microsoft Dynamics 365 Customer Engagement? 

Organizations can migrate to Dynamics 365 CE in various ways, depending on their current situation:

From legacy CRM-systems: 

  • Data Migration Tool for structured data transfer 

  • Third-party ETL tools for complex transformations 

  • Phased migration to guarantee business continuity

  • Parallel running period for testing and validation 

From other Microsoft systems: 

  • Direct upgrade path from Dynamics CRM On-Premises 

  • Automated migration tools for Microsoft 365 contacts 

  • SharePoint list conversion to Dynamics 365 entities 

  • Excel import for existing customer databases 

Hybrid scenario's: 

  • Integration with on-premises systems via Azure connectors 

  • Gradual cloud migration with interim synchronisation 

  • Data residency solutions for compliance requirements 

AppReef can determine the optimal migration path and minimise risks. 

What reporting and analytics possibilities does Dynamics 365 CE offer? 

Microsoft Dynamics 365 Customer Engagement contains powerful business intelligence features: 

Built-in reports: 

  • Standard reports for sales, marketing and service KPI's 

  • Customisable dashboards with real-time data visualisation 

  • Advanced find functionality for ad-hoc queries 

  • Export to Excel for further analysis 

Power BI integration: 

  • Native connectors between Dynamics 365 CE and Power BI 

  • Pre-built analytics templates for common use cases 

  • Real-time dashboards for executive reporting 

  • Mobile Power BI apps for on-the-go insights 

Advanced analytics: 

  • AI-powered insights via Microsoft Viva Sales 

  • Predictive analytics for customer churn prevention 

  • Market basket analysis for cross-sell opportunities 

  • Custom Power Platform analytics solutions 

The combination of Dynamics 365 Customer Engagement data and Power BI offers unparalleled insights into customer behaviour and business performance.

How does Microsoft Dynamics 365 CE compare to the competition in terms of functionality?

Microsoft Dynamics 365 Customer Engagement distinguishes itself in various areas:

  • Lower total cost of ownership through native Microsoft integrations 

  • Better user experience for Microsoft 365 users 

  • Flexible license structure without vendor lock-in 

  • Superior AI-capabilities using Azure Cognitive Services 

  • Enterprise-grade security and compliance features 

  • Extensive customisation possibilities 

  • Better B2B marketing automation capabilities 

  • Professional services ecosystem of Microsoft Partners 

  • Worldwide scale and reliability of Microsoft cloud 

  • Continuous innovation through Microsoft R&D investments 

  • Extensive third-party app marketplace 

  • Multi-language and multi-currency support 

For Dutch businesses, Dynamics 365 CE offers the advantage of local data center compliance combined with world-class functionality.

What happens to data when terminating a Dynamics 365 CE subscription? 

Microsoft maintains transparent data retention policies for Dynamics 365 Customer Engagement:

During active subscription: 

  • Full data ownership remains with the customer 

  • Export possibilities via Power Platform dataflows 

  • Backup and disaster recovery via Microsoft services 

  • GDPR compliant data processing and storage 

After subscription cancellation: 

  • 90-dagen grace period for data retrieval 

  • Export tools available for complete data extraction 

  • Personal data deletion conform privacy legislation

  • Optional extended retention at additional costs

Data portability options: 

  • Standard formats (CSV, Excel) for basic data export 

  • API-based extraction for custom applications 

  • Partner services for migration to other platforms 

  • Azure Data Factory for bulk data transfers 

It is strongly recommended to create a complete data backup via a certified Dynamics 365 CE partner before subscription termination.

Ready to implement Microsoft Dynamics 365 Customer Engagement? 

Hopefully this comprehensive Dynamics 365 CE FAQ has provided you with all the information needed to make an informed decision about Microsoft Dynamics 365 Customer Engagement for your organization. From implementation planning to ongoing support - every aspect of your CRM journey deserves professional guidance.

Contact our certified Microsoft Dynamics 365 CE consultants today for a non-binding intake conversation. Discover how Customer Engagement can transform your sales performance, marketing ROI and customer satisfaction.

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LOCATIONS

Basisweg 32

1034 AP

Amsterdam

Rithmeesterpark 50-A1

4838 GZ Breda

© AppReef B.V. Created with systeme.io