CRM that knows what your ERP knows
Most CRM projects fail at the seam between sales and operations. We implement D365 Sales, Customer Service, and Field Service connected to your ERP, so orders, invoices, credit, and delivery status sit in the same view as the relationship. Then we add Copilot and custom agents that turn that data into next actions.
THE SERVICE
The front office and the back office, finally on the same record
CRM + ERP
one customer record
Engagement history joined with orders, credit, and service data. No swivel-chair lookups.
100%
repeat-client satisfaction
Every Avannte engagement has led to continued work, discovery through scale.
2-4 wks
to a working pilot
A production-shaped CRM or copilot workflow, with evaluation and approval paths built in.
WHERE IT LANDS
CE engagements we run
Implementation, ERP integration, and AI enablement across the customer lifecycle.
Sales & pipeline with Copilot
D365 Sales implementation with pipeline design, forecasting, and Copilot enablement, plus proposal and RFP agents that draft from your real content.
Industry
Retail
Financial Services
Manufacturing
Sellers sell; the system does the paperwork
Copilot summarizes accounts, drafts follow-ups, and preps meetings. Our proposal agent extracts RFP requirements, retrieves your best past answers, drafts sections, and flags gaps for review.
Benefits
Less context reconstruction, more consistent proposals, a pipeline leadership can actually forecast from.
Customer service & voice-enabled intake
D365 Customer Service with case routing and knowledge integration, and Avannte voice agents on the front line. Every call becomes a structured, routable case.
Industry
Retail
Financial Services
Healthcare
Consistent intake at any hour
Voice agents capture requests, ask follow-up questions, retrieve knowledge mid-call, and create cases with clean summaries. Human agents pick up in D365 with full context.
In production
Avannte voice agents already run live for intake, support, and escalation workflows.
Field Service & connected operations
D365 Field Service with scheduling, work orders, and asset history, extended with predictive signals so service turns proactive.
Industry
Manufacturing
Utilities
Facilities Services
Fix it before the phone rings
Asset history, telemetry, and work-order patterns feed models that flag likely failures and draft work orders for dispatcher review.
Right context, right parts, first visit
Technicians arrive prepared and dispatchers work a ranked queue. Available as a pilot.
WHAT'S INCLUDED
End-to-end Customer Engagement delivery
CE process design
Assess
Lead-to-cash and case-to-resolution mapping, security-role design, and a fit-gap against D365 Sales, Customer Service, and Field Service.
Implementation & configuration
Build
Apps configured to your sales stages, entitlements, SLAs, and routing rules. Standard-first, extended through Power Platform.
ERP integration
Connect
Customers, orders, invoices, credit, and returns synchronized between CE and F&O, so the front office sees operational truth.
Copilot & AI enablement
Extend
Copilot rollout with role-based scenarios and governance, plus custom agents for proposal drafting, case summarization, and next-best-action.
Migration from legacy CRM
Migrate
Structured migration from Salesforce, HubSpot, or homegrown systems: data mapping, dedupe, and adoption planning.
Adoption & enablement
Adopt
Role-based training, playbooks, and usage analytics, so the system gets used, not just deployed.
IMPACT
What connected CRM changes
CRM + ERP
One customer truth
Engagement, orders, credit, and service history in a single governed view - no more chasing data across systems.
Structured intake
Quicker, cleaner handoffs
Voice and AI-assisted intake turns every request into a routed, summarized case with full context.
Inside D365
AI in the flow of work
Copilot and custom agents operate in D365 and Teams. No new tool to learn, no copy-paste workflow.
Human-in-the-loop
Governed by design
Approval gates, source logging, and role-based access on every AI-assisted action.
PROOF
Front offices that run on it
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