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A CRM powered by our expertise

A carefully crafted solution to forge stronger relationships
We’ve been implementing CRM solutions for more than 20 years to help teams build stronger connections with their clients. Thanks to our in-depth knowledge of the platform and our expertise in integration, we’ll help you leverage the full power of Microsoft Dynamics 365 CRM so it can support your workflows, strengthen your customer relationships, and drive your growth.

The JOVACO difference

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The CRM that brings your teams closer together

Microsoft Dynamics 365

CRM
Your teams will be able to leverage the Sales, Service, and Marketing modules to unite around a common vision. They’re specifically designed to help you manage your customer relationships – from the initial contact to post-sales service – with the ultimate goal of propelling your growth.
Benefits
Features
Pricing
Challenges Addressed

The benefits of Dynamics 365 CRM

Connect with your clients and prospects

Centralized data, mobile capabilities, and a variety of integration options enable users to quickly access the information they need to truly understand customer behaviour. With this data on hand, they’ll be able to build and maintain solid, long-term relationships.

Reach out to your clients even before they find you

Streamline your communications and marketing processes to stay in contact with clients and prospects. Stay on top of your marketing activities to elevate brand awareness with automated nurture campaigns.

Maximize adoption rates

Dynamics 365 Customer Engagement is simple, intuitive, and easily integrates with the other Microsoft tools your teams already use, such as Microsoft 365. It’s a platform that provides you with the functionalities you need in an interface you’re already familiar with.

Optimize your sales process

Better insight into your sales pipeline, client records, and past communications simplifies knowledge and data transfer. This in turn leads to higher sales and better customer service. The result: more deals concluded.

Provide exceptional customer service

Bolster your agents’ efficiency and productivity to provide a personalized, swift service that will build client loyalty. Streamline and automate your support queues and provide your clients with timely solutions.

Support your long-term growth

Dynamics 365 Customer Engagement scales up as your business grows. The solution can be customized without the need for heavy development, and a wide range of modules is available to meet your specific needs.
Centralized data, mobile capabilities, and a variety of integration options enable users to quickly access the information they need to truly understand customer behaviour. With this data on hand, they’ll be able to build and maintain solid, long-term relationships.
Streamline your communications and marketing processes to stay in contact with clients and prospects. Stay on top of your marketing activities to elevate brand awareness with automated nurture campaigns.
Dynamics 365 Customer Engagement is simple, intuitive, and easily integrates with the other Microsoft tools your teams already use, such as Microsoft 365. It’s a platform that provides you with the functionalities you need in an interface you’re already familiar with.
Better insight into your sales pipeline, client records, and past communications simplifies knowledge and data transfer. This in turn leads to higher sales and better customer service. The result: more deals concluded.
Bolster your agents’ efficiency and productivity to provide a personalized, swift service that will build client loyalty. Streamline and automate your support queues and provide your clients with timely solutions.
Dynamics 365 Customer Engagement scales up as your business grows. The solution can be customized without the need for heavy development, and a wide range of modules is available to meet your specific needs.

Features

Give every customer the experience they expect — and then some.

Gestion
financière

Gestion de la
distribution

Coût de
projet

Gestion des
ressources humaines

Gestion de la
relation client

Autres
fonctionnalités

Gestion des
commandes de service

Fabrication

Module

Sales

The Sales module in Dynamics 365 is designed to optimize every phase of your sales cycle – from generating leads to concluding the sale. Your sales team will have the tools and analytics they need to efficiently manage customer relationships, automate processes, and make informed decisions.

A 360-degree client view

Provide your teams with a comprehensive view of clients and opportunities that includes key information, interactions, and past history. Manage prospects, issue quotes, and easily convert opportunities into clients. All with one single interface.

Advanced analytics

Leverage strategic business intelligence tools and dashboards to track your sales in real time. Thanks to predictive analysis, you’ll be able to anticipate your clients’ needs and improve your sales forecasts to expedite the sales cycles.

LinkedIn Sales Navigator

LinkedIn Sales Navigator allows you to strategically use your network to identify and engage with key prospects and personalize your interactions to build stronger business relationships.

A guided sales process

Provide your representatives with a clear-cut sales process that mirrors your reality. Reduce training time, make the follow-up process more consistent, and improve performance thanks to a structured, personalized approach.

Boost productivity with Microsoft 365

Send emails, documents, and proposals directly through Outlook or Teams. Thanks to a seamless integration with Microsoft 365, you’ll be able to access all your files, wherever you are, without ever switching applications.

Integrated AI and Copilot

Copilot supports you every step of the sales cycle. Generate opportunity summaries, get personalized recommendations, and save time thanks to the AI features embedded in your Microsoft tools.

Donnez à vos équipes une vue complète des clients et opportunités, regroupant l’historique, les interactions et les informations clés. Gérez les prospects, créez des devis et convertissez facilement les opportunités en clients — le tout à partir d’une seule interface.

Leverage strategic business intelligence tools and dashboards to track your sales in real time. Thanks to predictive analysis, you’ll be able to anticipate your clients’ needs and improve your sales forecasts to expedite the sales cycles.
LinkedIn Sales Navigator allows you to strategically use your network to identify and engage with key prospects and personalize your interactions to build stronger business relationships.
Provide your representatives with a clear-cut sales process that mirrors your reality. Reduce training time, make the follow-up process more consistent, and improve performance thanks to a structured, personalized approach.
Send emails, documents, and proposals directly through Outlook or Teams. Thanks to a seamless integration with Microsoft 365, you’ll be able to access all your files, wherever you are, without ever switching applications.
Copilot supports you every step of the sales cycle. Generate opportunity summaries, get personalized recommendations, and save time thanks to the AI features embedded in your Microsoft tools.

Module

Customer
Service

The Service module in Dynamics 365 Customer Engagement allows you to centralize requests, optimize processes, and provide outstanding customer service. Sophisticated case management, collaboration, and AI tools empower your teams to swiftly solve problems and improve customer satisfaction.

Smart queue management

Automatically assign cases based on your established guidelines. Prioritize requests according to SLAs and seamlessly manage escalations to ensure you uphold your commitments to clients.

Self-service portals and knowledge databases

Provide your users with a database created in collaboration with your experts. By empowering your clients to find the answers on their own, you’ll be taking the pressure off your own teams.

Assess customer satisfaction

Evaluate the quality of your service with personalized surveys thanks to Customer Voice. Get actionable feedback to monitor your performance and improve the customer experience.

A centralized client view

Provide your agents with access to a centralized history of client interactions updated in real time. Thanks to the integrated processes, they’ll be able to effectively resolve requests without any loss of information.

Integrated AI

Leverage the power of AI to guide your agents: benefit from action recommendations, analyze client sentiment, and prevent escalations by providing contextual information in real time.

Flexible personalization

Configure the solution without any need for extra product development thanks to a platform adapted to your workflows. It can be easily integrated into other Microsoft tools and provides you with custom dashboards to mirror your tasks and user preferences.

Automatically assign cases based on your established guidelines. Prioritize requests according to SLAs and seamlessly manage escalations to ensure you uphold your commitments to clients.
Provide your users with a database created in collaboration with your experts. By empowering your clients to find the answers on their own, you’ll be taking the pressure off your own teams.
Evaluate the quality of your service with personalized surveys thanks to Customer Voice. Get actionable feedback to monitor your performance and improve the customer experience.
Provide your agents with access to a centralized history of client interactions updated in real time. Thanks to the integrated processes, they’ll be able to effectively resolve requests without any loss of information.
Leverage the power of AI to guide your agents: benefit from action recommendations, analyze client sentiment, and prevent escalations by providing contextual information in real time.
Configure the solution without any need for extra product development thanks to a platform adapted to your workflows. It can be easily integrated into other Microsoft tools and provides you with custom dashboards to mirror your tasks and user preferences.

Module

Customer
Insights

The Customer Insights module in Dynamics 365 lets you design personalized and engaging customer journeys. Automate your campaigns, effectively segment your contacts, and track performance to continuously improve your marketing strategy.

Smart segmentation

Create dynamic segments based on behavioral, transactional, or demographic data. Target your messaging with precision to maximize relevance and engagement at every touchpoint.

Personalized, engaging emails

Create messages tailored to each segment using advanced personalization tools. Insert dynamic content, adjust messaging based on the customer journey, and boost the impact of your communications.

End-to-end event management

Plan and manage online or in-person events from a single platform. From invitations to registrations, reminders, and follow-up — everything is centralized for a smooth experience.

Automated customer journeys

Design multi-channel journeys based on your contacts’ behaviors and preferences. Deliver personalized communications via email, SMS, or push notifications, at the right time and in the right context.

Embedded forms

Easily create and integrate forms into your pages and communications. Capture key information, manage registrations, and enrich customer profiles effortlessly.

Real-time insights and analytics

Monitor campaign performance through clear, interactive dashboards. Analyze ROI, engagement rates, and friction points to refine your actions continuously.

Create dynamic segments based on behavioral, transactional, or demographic data. Target your messaging with precision to maximize relevance and engagement at every touchpoint.
Create messages tailored to each segment using advanced personalization tools. Insert dynamic content, adjust messaging based on the customer journey, and boost the impact of your communications.
Plan and manage online or in-person events from a single platform. From invitations to registrations, reminders, and follow-up — everything is centralized for a smooth experience.
Design multi-channel journeys based on your contacts’ behaviors and preferences. Deliver personalized communications via email, SMS, or push notifications, at the right time and in the right context.
Easily create and integrate forms into your pages and communications. Capture key information, manage registrations, and enrich customer profiles effortlessly.
Monitor campaign performance through clear, interactive dashboards. Analyze ROI, engagement rates, and friction points to refine your actions continuously.

Pricing

How much does Dynamics 365 CRM cost?

Every organization has different needs when it comes to customer relationship management. Dynamics 365 CRM offers various modules and licensing tiers based on the functionalities required. We’ll help you determine the licenses best suited to your reality.Talk to us for a precise estimate of licensing and implementation costs aligned with your business goals.
Sales

From $88.20 per user per month.

Multiple licensing tiers are available depending on your functional needs, from core tools to advanced capabilities with integrated AI. Select the option that best matches the complexity of your sales processes.
Customer Service

From $67.80 per user per month

License tiers differ based on access to features like Copilot, advanced analytics, Microsoft Teams integrations, and other productivity tools. Choose your license based on the level of automation and intelligence your service team requires.
Customer Insights

$2,306.60 per organization per month

Pricing includes unlimited users, up to 100,000 unified customer profiles, and 10,000 monthly interacted people. Additional capacity can be added based on your business needs.

Implementation

Implementation costs vary based on selected features, customizations, and integration requirements. A full deployment typically takes 6 to 12 months.Thanks to our deep expertise and proven process, we support you at every stage, from strategy to training, to ensure a smooth rollout tailored to your needs, with ROI from day one.
Implementation costs vary based on selected features, customizations, and integration requirements. A full deployment typically takes 3 to 6 months. Thanks to our deep expertise and proven process, we support you at every stage, from strategy to training, to ensure a smooth rollout tailored to your needs, with ROI from day one.

Learn more

Questions about CRM? We've got answers.

Can I customize the Microsoft Dynamics 365 CRM modules to fit my processes?
Yes. The Dynamics 365 CRM modules are highly configurable. We tailor forms, entities, automations, and reports to your business processes. Custom developments can also be added if needed.

Absolutely. We support you through the secure migration of your contacts, accounts, opportunities, activity history, and other key data to the new platform.

Yes. Native integration with Microsoft 365 (Office) allows you to track emails, appointments, and tasks directly in Outlook, collaborate with your team through Teams, and work more efficiently on a connected platform.

You have full flexibility to choose the applications that best meet your needs. Dynamics 365 modules can be implemented independently, allowing you to start with the most critical area for your organization and add more functionality as you grow.

Yes. Dynamics 365 CRM is built on Microsoft Azure’s cloud infrastructure and benefits from advanced security mechanisms to protect your data from cyber threats. The solution is designed to meet privacy and compliance standards (such as GDPR), while giving you control over access, permissions, and the security of your business environment.

Can I access Dynamics 365 CRM remotely or on the go?

Yes. Dynamics 365 CRM is accessible anytime, no matter where you are. Whether through a web browser, mobile app, or tablet, your team can view customer data, update information, and manage activities while on the move. It’s ideal for sales or service teams on the road.

An implementation project with JOVACO follows a structured approach: discovery call, in-depth analysis, personalized configuration, training and testing, followed by go-live and handover to our customer experience team. Each step is guided by our proven methodology to ensure a successful deployment that respects your timelines and business objectives. Discover our expertise.

At JOVACO, we offer various support options tailored to your needs. Whether you choose an unlimited plan that includes access to our knowledge base, regular check-ins, and continuous support, or a flexible bank of hours to use on demand, our team is here to help you get the most out of your solutions from day one.

Throughout the implementation process, your power users will receive training through working sessions. When transitioning to the new system, your team will benefit from a 6-week period during which continuous training will be provided (up to 40 hours). Afterwards, our customer experience team will take over to support your users and offer additional training sessions ($). You will also have access to a knowledge portal and expert articles from JOVACO.

Our management systems

For the past 40 years, we’ve been dedicated to leveraging the best tools to empower our clients and their businesses to achieve effective financial and operational management.

Omzy

Microsoft Dynamics 365

Business Central

Microsoft Dynamics 365

CRM

Microsoft

Power Platform

Aligning finances and operations: the key to seamless project management

Tailored for professional services firms
Manage your projects, from contract to invoicing
Fully integrated with Business Central

The power of the cloud, driving your operations

Designed for clear, simple, and efficient financial processes
Adapt the solution to your business reality
Leverage the full value of your data

Strengthen every relationship, at every touchpoint

Create a streamlined customer experience
Tailor your communications to each client
Accelerate sales and build long-term loyalty

Unlock the full potential of your data

Connect your systems and data
Automate critical processes
Build custom apps with ease

40 years of experience, a forward-thinking approach

With our solid background in management systems, we thoroughly understand your challenges and needs, today and tomorrow.
We’ve got the solution.
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Omzy

Microsoft Dynamics 365

Business Central

Microsoft Dynamics 365

CRM

Microsoft

Power Platform

Microsft Dynamics 365

Passer de GP à BC

Omzy

Microsoft Dynamics 365

Business Central

Microsoft Dynamics 365

CRM

Microsoft

Power Platform

Microsoft Dynamics 365

Transition from GP to Business Central