Invest in customer relationship management with the leading Microsoft Dynamics 365 CRM solution. In today’s digital world, it is critical that your business provides an engaging customer experience. We can fully customize and implement your Dynamics 365 CRM system. 

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Introducing Microsoft Dynamics 365 Customer Engagement

In today's world it is essential that an effective organization fully understands the people and organizations they deal with across all forms of interaction and across the enterprise. Customer Relationship Management (CRM) systems allow for easy information tracking and sharing to ensure that each interaction with your customers (or other stakeholders) is engaging, meaningful and productive. 

Microsoft Dynamics 365 Customer Engagement can help you increase productivity, better engage your customers, sell effectively and market smarter by providing you with modern, intelligent cloud applications that help move your business forward. It helps your organization adapt to changes by extending existing applications, building new solutions and integrating with third-party technologies on a flexible, scalable and secure platform.  

Given the flexibility of Dynamics 365, it can readily be tailored to support many scenarios outside of traditional sales and customer service interactions.  We are often using Dynamics 365 for use cases involving managing relationships and workflows with people and organizations not in a typical buy-sell relationship. This includes donors, vendors, volunteers, social service clients, business partners and others. 

Empowering Meaningful Engagements

By tracking customer interactions across all parts of your business, you gain a comprehensive 360-degree view of your relationship with every customer at every touchpoint. The information you’ve gathered allows you to gain meaningful insights about your customers, their journey through your sales cycle and their experience interacting with your company. With these valuable insights, you can make more informed business decisions and your staff can work more effectively and efficiently.

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Why Microsoft Dynamics 365
for CRM?


Dynamics 365 Customer Engagement offers a unique set of “out of the box” productivity tools across Sales, Marketing, Customer Service, Field Service, Project Service Automation and Social Media engagement. These “out of the box” solutions can readily be customized to the specific needs of your organization, even if your organization does not have “customers” per se or does not actually sell anything.  

Dynamics 365 is much more than a data entry system. It’s intelligent, informative, and drives a streamlined approach to manage customers and key relationships. It’s a valuable tool that not only equips teams to be more productive and educated but also gain deeper insights into the entire relationship across multiple business units. 

Increased Client Retention

Differentiate your organization with insights to more personalized service, making every engagement with your customer a positive and meaningful experience.

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Work With a Leading Solution

With on-premise, in-the-cloud and partner-hosted deployment options, extendibility and flexibility, and unmatched connectivity with other Microsoft tools Dynamics 365 is leading the way in innovation and usability.

Boost Productivity & Effectiveness

With intuitive and collaborative tools to optimize your resources and built-in intelligence, prioritize and plan for successful outcomes.

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Access information when and where you need it, in real time! 

Accelerate Revenue Growth

Increase sales by gaining visibility and insights to real-time data and analytics dashboards, allowing for predicting customer needs and timely informed decisions.

Adaptable to Your Specific Needs 

The platform is customizable and can be tailored to support many scenarios outside of traditional sales and customer service. 

Harness the full power of Microsoft

The rapid growth and adoption of Microsoft Dynamics 365 is a testament to the investments Microsoft has made in delivering a world-class solution that real people can use to streamline their operations, improve customer services, and be more productive. Microsoft is currently investing around one billion dollars per year in R&D for the Dynamics platform. This considerable investment is demonstrative of Microsoft’s commitment to the offering and to rapidly growing the capabilities of the platform beyond other CRM products. 

"Microsoft uniquely delivers a comprehensive, end-to-end approach to business applications helping you unify data and relationships, build intelligence into your decision making, and accelerate business transformation."

Graphic representing happy users using Dynamics 365 CRM.

Whitecap's Approach to Getting You Started

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Analyze specific requirements  

We start with understanding your needs and objectives via a Discovery process (or a formal eRAD) where we elaborate on the requirements to a level of detail sufficient for system design. 

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Deliver to your specific needs

With an understanding of your requirements and business objectives, Whitecap will configure the appropriate customer engagement platform in keeping with these objectives. And in this way, we fit the tool to your business rather than fit your business to the tool.


Start small & deliver benefits quickly

For significant engagements many times it makes sense to break the effort down into phases. Thus significant benefits can be realized earlier, and course corrections don't have such a big impact.

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Provide enterprise application integration 

Organizations have many existing systems that typically cannot communicate with one another in order to share data or business rules. We bring a breadth of knowledge and problem-solving skills, to solve the problem of automation in a structured way so that systems can function "together".

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Build customizations and front ends 

We fill the gaps present in software packages so they can accommodate your particular preferences and expectations. As an example, custom developed web sites are often required for customer self service. Whitecap will develop these in a modern, usable and functional way that meets your needs. 

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Support and evolve into a full-featured solution

Once the initial work is done, Whitecap will work with you to do iterative enhancements to the solution so that it evolves into a fuller solution with rich functionality. We will also help support it, if needed.

Why Whitecap for your CRM Implementation?

Because no two organizations are the same in terms of how they operate, they need a solution that can easily be molded to fit their unique business processes. 

Microsoft Dynamics 365 is easy to use, and it integrates perfectly with other Microsoft Office products that in all likelihood you already use every day.  It is highly adaptive, flexible and provides a rapid development environment.   

But in order to take advantage of all this powerful tool has to offer, you need an experienced, qualified and proven software developer to help you create and configure the Dynamics solution that is just right for your business.  And if a tiny bit of customization is required to get you exactly and precisely where you need to be, then you need a developer that can easily make these modifications and integrations as well.   

These are Whitecap’s core competencies.  As a Microsoft GOLD* partner, we have been building and integrating custom software solutions for over 20 years now.  It’s what we do best! 

89% of marketers expect customer experience to be their primary differentiator.

The Whitecap Difference

Combining our discovery & design process with our Dynamics 365 experts is a winning formula that guarantees your business success.

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Let’s start reimagining your business — contact us.