Unify Data for 360° Customer Views

Let us help you connect your data across teams and touchpoints to gain actionable insights that drive personalised interactions and loyal customers.

Single source of customer information

Are you struggling with fragmented data and disconnected systems? Dynamics 365 and ServerSys can help.

It’s tough to engage customers effectively without a unified view. But we’ll connect CRM with your other data sources, including ERP, bringing everything together in Microsoft Dataverse. This ensures a clear view of each relationship, creating a single source of truth for accurate insights and agile decision-making.

Contact us today to discuss how ServerSys can unite your data.

Discuss your requirements

Benefits to you

Confident decisions

Make informed decisions and gain insights with complete, accurate customer information.

Customer retention

Understand each relationship comprehensively for personalised outreach and experiences.

Efficient operations

Streamline processes and boost productivity by equipping teams with unified customer data.

Increased collaboration

Use organisation-wide customer views to increase cross-departmental collaboration.

How we help organisations form a clear customer picture

Connecting CRM and ERP data

Connect Dynamics 365 with ERP systems, such as Business Central, to enrich CRM data with orders, invoices, and other business information. 

We ensure ERP data is securely connected with CRM so you can fully understand each relationship.

See an example of how we helped healthcare rm integrate its ERP and CRM.

Integrate e-Commerce Data

Connect Dynamics 365 with e-commerce platforms, such as Shopify, or payment processing solutions, such as Stripe, to streamline processes and gain customer purchase insights.

Our engineers will create a feed of order information in your CRM, allowing you to track purchase behavior alongside relationship data to effectively engage customers across channels.

Connected Marketing Data.

We’ll assist you in integrating your marketing automation with CRM.

We support implementations with Dynamics 365 Customer Insights/Marketing and third-party solutions, including dotDigital. With your contact and marketing data integrated, you can accurately segment audiences and send personalised messages.

Migrating Disconnected Data.

If you have customer data stored in spreadsheets, SQL databases, or a disconnected legacy application, we’ll help you transfer this to Dynamics 365.

We follow a proven migration process to move data from legacy platforms to a modern cloud environment.

Extract Actionable Insights.

Once our team has consolidated your customer data, they help you upgrade reporting with interactive Power BI visuals.

With Dynamics and Power BI, you gain a real-time view through interactive dashboards and reports, helping you make informed decisions that will optimise your service and customer experience strategy.

Connect Document Libraries.

Integrating SharePoint document libraries with Dynamics 365 simplifies access to essential materials and enhances productivity and customer service.

Maintaining a comprehensive customer overview, including agreements, contracts, and other documentation, ensures responsive service. Document searchability in Dynamics allows agents to find the information they need for efficient service delivery.

Abstract visual showing various touch points emanating from a mobile phone

Discuss Your Requirements

Speak to our experts to discuss your requirements and find out how ServerSys can help you connect your data. Please complete the form, and we’ll follow up.