New: Meet the Merx AI agents built for enterprise retail.Learn more

CRM & customer data

Microsoft Dynamics 365 + Merx

Bring conversational insight into your Microsoft Dynamics customer strategy.

Book a demo

Better together

Connect conversations with the bigger customer picture.

Explore Merx alongside Microsoft Dynamics 365 to connect your customer conversations and CRM strategy. Scope the relevant applications, data and workflows around the relationships your team manages.

Explore what’s possible

01

Enrich relationship context

Identify the preferences and intentions from conversations that matter to your CRM users.

02

Align sales and service

Plan how customer context should support the teams responsible for the next interaction.

03

Fit your Dynamics setup

Map your conversational journeys to the Dynamics applications and processes your organisation uses.

Let’s make it work for you

Your stack. Your customer journey.

We’ll walk through your Microsoft Dynamics 365 setup, the data you want to connect, and the journeys you want to build. Available capabilities and setup depend on the products and configuration you use.

Talk to us about Microsoft Dynamics 365

Your privacy choices

We use optional analytics to improve this website. The HubSpot booking calendar loads only with your permission. You can change your choice at any time. How we use cookies and storage

Privacy settings

Necessary storage remembers these choices for up to six months. Optional services stay off unless you allow them.

Read about these services