Reshaping business transformation with AI-powered CRM solution
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Why choose Microsoft Dynamics 365 CRM?
Microsoft Dynamics 365 CRM empowers your business to build stronger customer relationships, streamline operations, and drive growth. With a unified platform that combines AI, Agentic AI, automation, and data-driven insights, Dynamics 365 helps you deliver personalized experiences, optimize workflows, and make smarter decisions.
Boost efficiency:Automate routine tasks and streamline processes to build relationships and drive results
Enhance customer engagement: Leverage AI and actionable insights to deliver personalized experiences across sales, service, and marketing
Drive revenue:Accelerate sales cycles, improve lead conversion, and optimize service delivery to maximize profitability
Unified platform: Gain a 360-degree view of your customer data, providing consistent and insightful interactions across all touchpoints
Unlock your business’s potential with Microsoft Dynamics 365 CRM and transform how you connect with customers—empowered by adaptive, autonomous Agentic AI.
Transform engagement with persona-driven Agentic AI
Go beyond static segmentation. Visionet’s Microsoft Dynamics 365 Services bring Agentic AI-powered personas to life—driven by real-time behavior, intent signals, and context-aware decisioning. What Is Agentic AI?
Agentic AI gives AI agents the autonomy to perceive, decide, and act on behalf of the user or organization. In CRM, this means intelligent agents that:
- Understands customer context and intent
- Actively recommend or take next-best actions
- Learn from each interaction to improve outcomes
- Evolve persona behaviors in real time
Human + Agentic AI collaboration: Empowering the next generation of CRM users
Agentic AI doesn't replace your teams—it amplifies them. Visionet enables a seamless partnership between humans and autonomous AI agents within Microsoft Dynamics 365 CRM, where users remain in control while intelligent agents take on context-aware, value-adding tasks.
How it works: The human-agentic loop
Agentic AI is designed to be collaborative and self-improving.
- Users can approve, override, or refine AI-generated outputs (emails, tasks and knowledge suggestions)
- CRM captures feedback signals to train future recommendations
- Agents adapt personas, journeys, and actions based on live human interaction and observed outcomes
The result: A smarter, faster, more human CRM
Agentic AI enhances human decision-making with contextual intelligence, while humans shape and guide the AI to align with your business vision. It’s a symbiotic partnership that transforms CRM from static processes into intelligent, adaptive customer experiences.
Delivering CRM results that drive business growth
With a proven track record across industries and a deep partnership with Microsoft, Visionet stands out as a trusted leader in Dynamics 365 CRM transformations. From strategy to support, we deliver faster, smarter, and more scalable CRM solutions powered by AI and industry expertise.
Top-tier Microsoft partner
Member of Microsoft’s Inner Circle (top 1% globally) and multi-year Partner of the Year awardee
Proven CRM delivery at scale
200+ successful CRM implementations with end-to-end services from consulting to managed support
Accelerated CRM deployments
Speed up time to value with Visionet’s packaged CRM accelerators—featuring industry-specific templates, workflows, and AI-infused dashboards
AI and Copilot + Agentic AI innovation leaders
Advanced Copilot extensibility with integrated Azure OpenAI and Agentic AI frameworks to enable autonomous personas, dynamic journey adaptation, and intelligent action triggering
Seamless system integration
Deep experience integrating with Salesforce, SAP, Oracle, MuleSoft, and more using enterprise-grade tools
Global delivery, local expertise
9,500+ global professionals, 14 delivery centers, and 24/7 CRM support operations
Industry-focused CRM solutions
Tailored for Retail, Telecom, Pharma, BFSI, Insurance, and Manufacturing verticals
Proven business impact
30–40% faster case resolution, 20–25% higher lead conversions, and 3x faster implementations
Transforming industries with Agentic CRM powered by Microsoft Dynamics 365 and AI
At Visionet, we go beyond traditional CRM by using Microsoft Dynamics 365, Agentic AI, and the mixture of agents strategy to orchestrate intelligent customer experiences. We empower your workforce with Copilots, automate complex decisions, and drive measurable outcomes across your value chain.
Retail and Consumer Goods
Intelligent personalization. Operational precision. Seamless omnichannel.
From store to screen, we help retailers:
- Increase customer retention by 15–20% through hyper-personalized engagement
- Reduce cart abandonment by 25% with AI-driven nudges
- Automate marketing-to-commerce journeys using mixture of agents (search, suggestand recommend)
Telecom
Next-gen customer service, sales acceleration, and network intelligence.
We help telecom providers:
- Improve first-call resolution by 30% with agent-assist Copilots
- Cut service ticket handling time by 40% through intent recognition and auto-routing
- Deploy digital field CRM and self-healing agent networks with intelligent agent frameworks
Manufacturing
From factory floor to final mile — transform production, D2C, and partner ecosystems.
We enable manufacturers to:
- Reduce lead-to-quote cycle time by 35% using generative AI in CRM
- Drive 20%+ D2C revenue growth via connected customer journeys
- Boost partner satisfaction by 40% through co-sell collaboration hubs powered by multi-agent workflows
Pharma and Life Sciences
Patient-centric engagement. Compliant collaboration. Accelerated innovation.
We support pharma organizations to:
- Improve trial enrollment by 25% with precision targeting and omnichannel patient journeys
- Ensure 100% compliance using audit-aware CRM workflows and secure data agents
- Deploy AI Copilots for MSLs, reps, and HCP engagement orchestration
Banking and Financial Services
Relationship intelligence that builds trust and drives growth.
We help financial institutions:
- Increase cross-sell by 18–22% with next-best action Copilots
- Reduce onboarding time by 30% via agentic automation of KYC and approvals
- Detect fraud patterns in real time using behavior-analysis agents integrated with CRM
Public Sector
Digitally empowered government. Citizen-first experiences. Transparent services.
We help public sector agencies modernize citizen engagement and service delivery by:
- Reducing case resolution times by 40% through intelligent triaging and agent collaboration
- Increasing citizen satisfaction scores by 25% with proactive, multi-channel outreach powered by Copilot Studio
- Ensuring compliance and transparency with built-in audit trails and role-based AI agents for workflow governance
Transform your business with Microsoft Dynamics 365 Customer Engagement platform
Maximize efficiency, enhance customer engagement, and drive revenue growth with Microsoft Dynamics 365 CRM. Our comprehensive suite of modules empowers your teams to deliver personalized experiences, optimize operations, and unlock valuable insights.
Book a demo todayDeliver exceptional support with AI-powered case management and proactive resolution.
- Faster resolutions with AI-driven automation
- Proactive issue management to prevent escalations
- Streamlined support across multiple channels
Revolutionize your contact center with omnichannel engagement and intelligent workflows. Improve agent productivity, streamline operations, and enhance customer experiences.
- Seamless communication across voice, chat, and email
- Automated workflows to reduce manual tasks
- Faster resolutions with comprehensive customer insights
Transform customer relationships into personalized, revenue-driving opportunities. Equip your sales teams with AI insights, automation, and tailored sales processes.
- Personalized sales experiences that drive conversions
- Increased sales efficiency through automation
Maximize field service productivity, reduce downtime and improve service delivery efficiency.
- Efficient scheduling with real-time updates
- Predictive maintenance to avoid costly downtime
- Enhanced mobile workforce for on-site efficiency
Streamline project management, deliver projects on time and within budget.
- Efficient resource allocation for project success
- Real-time tracking for accurate project visibility
- Cost control to prevent budget overruns
Unlock actionable customer insights and create hyper-personalized experiences. Use data-driven intelligence to improve marketing, sales, and customer service outcomes.
- 360-degree view of customers for personalized engagement
- AI-driven insights to guide decision-making
Bring generative AI into every interaction with Microsoft Copilot. From summarizing conversations to surfacing sales insights, Copilot boosts productivity, enhances decision-making, and help your teams deliver exceptional customer experiences.
- AI-powered summaries of emails, cases, meetings, and interactions
- Contextual email drafting based on sentiment, history, and CRM data
- Real-time sales insights, risk analysis, and next-best actions
- Smart case resolution with recommended articles and draft replies
- Instant meeting prep with account history and recent activities
- Visionet enablement services to customize, optimize, and govern your Copilot deployment
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