YegertekMicrosoft Dynamics 365: The CRM That Connects Every Customer Touchpoint
Yegertek implements Microsoft Dynamics 365 as the customer system of record — connected to loyalty, service, sales, and marketing so every team works from the same view of the customer.
Overview
Microsoft Dynamics 365 is the most deployed enterprise CRM in the region — and the most frequently deployed without the configuration it needs to actually serve the frontline teams that depend on it. Field data goes in, but the right fields are missing for retail, loyalty, or service use cases. Integration with loyalty and POS systems was never built. Reports exist but are rarely used because they do not match the questions the business actually asks. Yegertek implements Dynamics 365 as a working system: configured for the industry, connected to the loyalty program and service layer, and usable by the frontline staff who need it most.
The Challenge
- ✕Dynamics 365 deployed but not configured for the specific needs of the retail, hospitality, or financial services operation.
- ✕Loyalty and POS data not connected to the CRM record, leaving a gap in the customer view.
- ✕Reports built for executives rather than for the frontline staff who need data to act.
- ✕Adoption low because the system asks more of users than it gives back to them.
Our Approach
Yegertek configures Dynamics 365 around the workflows of the teams using it — service agents, store associates, sales managers — not around the default field sets of the out-of-the-box product. Loyalty, POS, and service data connections are built in from the start, not scoped as a later phase.
Capabilities
Outcome-labeled features, not a laundry list.
Industry-specific CRM configuration
Dynamics 365 configured for retail, hospitality, banking, or telecom workflows — not a generic default
Loyalty program integration
Engage 365 data — tier, points, redemption history — surfaced directly on the CRM record
Frontline-optimized views
Store, call-center, and branch staff see the fields and actions relevant to their role
Sales pipeline management
Opportunity and deal tracking configured alongside the customer relationship record
Service case management
Support interactions logged and resolved against the same record driving loyalty and marketing
Bilingual, RTL-ready interface
Full Arabic and English support for the Dynamics 365 interface and all connected applications
Business Benefits
A correctly configured Dynamics 365 implementation transforms the CRM from a system of record (data goes in) to a system of engagement (insights come out). Frontline teams adopt it because it makes their work easier — the context they need is there before the customer interaction starts. Integration with loyalty, service, and commerce means the record stays current without manual updates. And the business gains a single customer view that can actually support retention, upsell, and service decisions.