YegertekCRM
Yegertek's CRM offering is Microsoft Dynamics 365, implemented and extended as the unified customer system of record.
Overview
Yegertek's CRM offering is Microsoft Dynamics 365, implemented and extended as the unified customer system of record. It is not a separately branded Yegertek product — it is the CRM backbone that Engage 365, Puzzle, Blox, and Rubix all read from and write to, configured by Yegertek's practitioners rather than deployed out of the box.
Capabilities
Outcome-labeled features, not a laundry list.
Unified customer record
One profile across loyalty, purchase, service, preference data
Case & service management
Full context at the point of resolution
Role-based frontline views
Staff see what's relevant to their role
Native Dynamics 365 integration
Runs inside infrastructure IT already governs
API-first migration tooling
Phased migration from legacy CRM
Business Benefits
A CRM implemented as the genuine system of record — rather than a database sitting apart from loyalty and engagement — changes what every downstream team can do: faster service resolution, more relevant cross-sell, and a governed compliance posture for regulated industries.
Technology Stack
- ✓**Foundation:** Native Microsoft Dynamics 365, implemented and extended by Yegertek
- ✓**Pattern:** API-first; supports both greenfield deployment and phased migration from legacy CRM
- ✓**Data model:** Shared record across the CRM, Engage 365, Puzzle, Blox, and Rubix
- ✓**Frontline interface:** Surfaced to store, branch, and call-center staff via Puzzle
Integrations
- ✓**ERP & CRM:** Native Dynamics 365; API connectors for legacy CRM migration
- ✓**Commerce & POS:** Real-time sync with major POS/e-commerce platforms
- ✓**Service & Support:** Connects to existing helpdesk tools where full replacement isn't in scope
- ✓**Platform:** Native connection to Engage 365, Puzzle, Blox, and Rubix
Built for the region
Because Microsoft Dynamics 365 already underpins a large share of enterprise infrastructure across the UAE and Saudi Arabia, adopting Yegertek's CRM offering is typically an extension of a platform a regional enterprise already runs, not the introduction of an unfamiliar new system to the business.