Sales
One sales process across the business, with quote calculation, sales controlling and AI support.
Dynamics 365 Customer Engagement
Dynamics 365 from people who have been implementing CRM for 25 years.
We implement Dynamics 365 for sales, service, field service, marketing and project business, for companies in a single country as well as international groups with several thousand users. We adapt the system to your processes, integrate SAP and other ERP systems deeply and move existing CRM systems to the cloud.
Explore functions and applications ↓
Functions
What we deliver with Dynamics 365
Customer Service
Every channel in one system, including marketplaces. AI classifies tickets and suggests replies.
Field Service
Service teams work in the app instead of on paper, with spare parts and billing in the ERP.
Project Operations
From quote through staffing to contribution margin, with handover to SAP.
Customer Insights – Journeys
Marketing that hands qualified contacts to sales.
Deep integration
SAP, Dynamics 365 Finance & Operations, Business Central, JD Edwards and other ERP systems, including high volumes and Chinese walls.
Business applications
Typical use cases for Dynamics 365 Customer Engagement
Introduce CRM
We bring sales, service and management together and build the system around your processes. We use what the standard offers and develop what is missing.
Move CRM to the cloud
We migrate Dynamics CRM on-premises to Dynamics 365 Online. We carry over data, customisations and interfaces and check what the standard now handles better.
International rollouts
We harmonise processes across countries and subsidiaries. We plan the rollout as big bang or phased, inside-out or outside-in, greenfield or brownfield, whatever fits your organisation.
AI in the CRM
Applications with AI support summarise, classify, suggest next steps and take over routine work. Today this is part of almost every project we deliver.
Experience
More than 25 years of CRM projects
NXTGN's core team comes from Global Concepts in Neumarkt, one of the leading CRM partners worldwide and a President's Club member. In 2013 Microsoft appointed Tobias Lehmeier as one of two German partners to the Dynamics Partner Advisory Council. Today our largest Dynamics projects run with several thousand users worldwide.
Meet the team →- Experience
- more than 25 years of CRM
- Industries
- Logistics, banking, consulting, machinery, facility management, online retail
- Projects
- up to several thousand users worldwide
Architecture
Dynamics 365 Customer Engagement in your system landscape
This explains the responsibilities. APIs, access and data ownership are agreed for your workflow.
- 01NXTGNMarketingJourneys and consent
- 02NXTGNSalesPipeline, quote, forecast
- 03NXTGNService and field serviceTickets, visits, app
- 04NXTGNProject businessStaffing, margin
- 05NXTGNIntegrationReal time or scheduled
- 06Your teamERP and business systemsSAP, F&O, Business Central
delivered by NXTGNyour systems and teams
Requirements and boundaries
We work out which apps and licences you need from your processes. You only buy what you actually use.
Must we buy every application?
No. We start with the processes that bring the most and extend when you are ready.
How does our ERP fit?
We define which system leads for customers, products, prices and orders and connect both in real time or on a schedule. Among others, we have connected SAP, Dynamics 365 Finance & Operations, Business Central and JD Edwards.
Can you replace our old CRM?
Yes, including Dynamics CRM on-premises. We carry over data, customisations and interfaces and tidy up along the way.
Do you look after the system after go-live?
Yes. With NXTGN 365 Care we take over support, releases and further development.
Related topics
Related products and services
Product documentationDynamics 365 ↗Editorial review: 12 October 2026. Features and availability can change.
Planning to use Dynamics 365 Customer Engagement?
Discuss your workflow, existing systems, implementation and operational requirements with us.
