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Dynamics 365 CRM & Customer Experience
Build loyalty through smarter, connected experiences
Customer experience is not a support function, it’s a growth strategy. Dynamics 365 Customer Engagement unifies sales, service and marketing on a single Microsoft cloud so teams can act on a real-time view of the customer.
With Customer Insights at the core and Copilot (Microsoft’s AI assistant) embedded across workflows, your organisation moves faster. Journeys become timely and relevant, service becomes proactive, and sellers work from one trusted source of information instead of disconnected tools.
Where it makes sense, we also introduce AI agents – task-focused assistants built with Microsoft Copilot Studio – to automate routine steps like data entry, handoffs and lookups, while letting people keep control. Nexer delivers programmes end-to-end: Strategy, architecture, implementation, migration and adoption. So that you realise measurable gains in revenue growth, service quality and customer lifetime value.
Marketing & Customer Journeys
Customer Insights
Personalisation at scale demands both clean data and responsive orchestration. Customer Insights brings those together: Customer Insights – Data unifies profiles, consent and predictions, while Customer Insights – Journeys activates real-time journeys across channels. Marketers explore audiences in natural language with Copilot, generate content and segments in minutes, and adapt journeys instantly to behaviours such as purchases, form submissions or signs of churn.
Marketing-focused AI agents can watch for important signals, launch test variations, keep data quality high and notify marketers when human judgment is needed. Measurement is closed-loop and transparent, letting you test, learn and prove impact.
Nexer builds your consent model and data foundations, delivers reusable journey templates and content operations, and sets the governance needed to keep everything performant and compliant.
Dynamics for sales
Dynamics 365 for Sales helps teams win more, faster, by combining guided selling with connected data. Sellers manage pipelines and forecasts in one place, collaborate naturally in Microsoft Teams and Outlook, and rely on Copilot to draft emails, summarise calls and recommend next best actions.
Sales-oriented AI agents can qualify inbound leads, enrich account data, schedule follow-ups and trigger internal tasks in the background, handing complex decisions to a human seller whenever needed.
Leaders gain clear visibility across regions and motions, while account teams activate segments and insights from Customer Insights to run true account-based motions.
Nexer implements a practical sales blueprint shaped around your process and success metrics, integrates the systems you already use – such as your finance and operations system, configuration/quoting tools, data platform and analytics – and ensures adoption with training and governance that last.
Dynamics 365 for Service
Modern service is about resolving issues quickly and preventing the next one. With Dynamics 365 for Service, agents work in a unified workspace with case history, knowledge articles and agreed service levels at their fingertips, supported by Copilot for suggested replies, summaries and recommended actions.
AI agents can perform triage, collect missing details, propose knowledge articles and automate simple resolutions, escalating to a human agent with full context when the situation is nuanced. Unified routing gets every interaction – digital or voice – to the best resource, while supervisors see performance in real time and coach with evidence. When field work is required, Dynamics 365 Field Service connects scheduling, work orders and asset history so the handoff is seamless.
Nexer helps you evolve from legacy ticketing to an omnichannel model that reduces handling time, raises customer satisfaction and turns support moments into loyalty moments.
Salesforce migration
Moving from Salesforce to Microsoft Dynamics 365 is a strategic upgrade, not just a platform swap. You gain native integration with Microsoft 365, Teams and Power BI, built-in Copilot that reduces the need for many separate add-ons, and a lower overall cost to run and maintain your solution by consolidating on one cloud for data, applications and automation.
During migration, AI agents can help with data clean-up tasks, field mapping suggestions and post-go-live checks, while people approve the important decisions.
Nexer runs a structured pathway that starts with discovery and mapping of objects, automations, security and reports. We clean and migrate the data you truly need – history included where valuable – support side-by-side operation when required, and re-imagine processes in Sales, Service and Customer Insights to make the most of the Microsoft stack.
The outcome is a smooth transition with minimal disruption, better usability for your teams and faster time to value.
Contact center
A modern Dynamics 365 Contact Center transforms service across every channel. Digital channels and voice with Teams share the same routing, knowledge and analytics, so customers get consistent, fast answers and agents handle interactions with full context. Copilot streamlines the agent experience with real-time suggestions, conversation summaries and automated follow-ups.
In addition, AI agents can resolve straightforward requests end-to-end – such as order status, simple changes or appointment booking – and then pass the full conversation to a human for anything complex or sensitive. Supervisors see live performance and quality insights to coach at scale.
Nexer designs the operating model, configures channels and routing, builds a sustainable knowledge practice and rolls out voice, bots and analytics in phases that match your volumes and success measures – improving customer satisfaction and
Why Nexer
Customer first. Business-led. Platform-powered. AI-accelerated.
As a Microsoft preferred partner, Nexer brings clarity, pace, and purpose to digital transformation. We start with your goals. then align the full Microsoft platform to drive growth, efficiency, and differentiation.
We don’t just implement solutions – we build lasting partnerships that turn strategy into impact.
What sets us apart:
TRANSFORM CUSTOMER EXPERIENCE INTO GROWTH
Unify sales, service, and marketing with Dynamics 365 and AI-powered tools.