D365 Customer Engagement

Unleashing the full power of Microsoft Dynamics 365 CE to elevate relationships, streamline services, and amplify your mission.

Softworld offers expert implementation and customisation of Microsoft Dynamics 365 Customer Engagement (CE) tailored for non-profits, disability service providers, and social enterprises. We align the platform’s robust CRM capabilities with your operational needs—empowering you to better manage stakeholders, track outcomes, and personalise engagement. From onboarding to support, we deliver a solution that fits your mission and scales with your growth.

Problem Statement

While D365 CE is a powerful CRM, many organisations struggle with generic setups that don’t reflect the workflows, data models, or compliance requirements unique to social impact organisations. Without proper configuration, the system becomes underutilised, disconnected, or overwhelming—reducing its value and impact potential.

Solutions

We provide end-to-end D365 CE implementation—including needs assessment, solution architecture, custom workflows, field mapping, dashboard design, and Power Platform integrations. Features can include participant tracking, case management, service delivery monitoring, donor and volunteer engagement, and automated communications. Our approach ensures the platform is intuitive, mission-aligned, and fully integrated with your operations.

Benefits

You gain a fully customised CRM that enhances relationships with clients, funders, and partners—while improving internal efficiency and reporting accuracy. Your team can work smarter with automation and visibility, freeing up more time to focus on impact. With Softworld’s support, D365 CE becomes a powerful enabler of your social mission—not just a system.