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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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Basisweg 32
1034 AP
Amsterdam
Rithmeesterpark 50-A1
4838 GZ Breda
© AppReef B.V. Created with systeme.io