Successful CRM Implementation at Schmidt-Gevelsberg

LinkedIn D365 Post

Future-Proof Your Sales with Microsoft Dynamics 365 Sales and AI

Digitalization is most beneficial when it simplifies day-to-day work and provides employees with the best possible support. This was precisely the goal that Schmidt-Gevelsberg GmbH Internationale Spedition pursued when modernizing its sales operations.

Our client’s latest case study on LinkedIn demonstrates that this goal has been achieved. In it, Schmidt-Gevelsberg provides a first-hand account of the implementation of Microsoft Dynamics 365 Sales, their collaboration with primeone business solutions gmbh, and the added value that Microsoft Copilot brings to day-to-day sales operations.

➡️ You can find the full customer case study here:
LinkedIn post by Schmidt-Gevelsberg GmbH

Microsoft Dynamics 365 Sales was implemented collaboratively—with a focus on effectively supplementing existing processes, making information centrally available, and sustainably improving collaboration.

The future of customer service starts now

Dynamics 365 Workflow Engagement

The Future of Customer Service Starts Now

Artificial intelligence is currently transforming nearly every aspect of customer communication. Many companies are exploring copilots, AI agents, and the automation of service processes. At the same time, service organizations face the challenge of meeting rising customer expectations with limited resources. The key question, therefore, is no longer whether to use AI, but how humans and AI will work together efficiently in the future.

With the new Workforce Engagement Management (WEM), Microsoft is expanding Microsoft Dynamics 365 Customer Service and Dynamics 365 Contact Center with features that enable precisely this kind of collaboration. For us at primeone, this is another important step toward a smart service organization, where technology is not viewed in isolation but as an integral part of end-to-end business processes.

Customer service is becoming more complex

In our client projects, we regularly find that while companies have modern CRM and service platforms, resource planning, service level management, and quality assurance are often still handled in separate systems or even in Excel spreadsheets. This results in disjointed workflows, a lack of transparency, and a high level of manual effort.

At the same time, the number of communication channels is steadily increasing. Customers expect quick responses—regardless of whether they contact a company via email, phone, chat, or digital self-service portals. This makes it increasingly difficult for service organizations to deploy the right number of employees at the right time while ensuring a consistently high level of service.

This is exactly where workforce engagement management comes in.

From Resource Planning to Smart Service Organization

Microsoft integrates the planning, management, and optimization of service organizations directly into the Dynamics 365 platform. Forecasts are no longer based solely on historical data, but on actual customer interactions and current trends.

This provides service managers with a much more accurate basis for resource planning and enables them to identify early on how demand, capacity utilization, and service quality will develop. Decisions are no longer made based on assumptions, but rather on current data and forecasts.

The result is more predictable service processes, greater transparency, and the ability to respond more quickly to changes.

In the future, humans and AI will work as a team

What’s particularly exciting is the new approach of viewing not only employees but also AI agents as part of the service organization. While companies have primarily discussed the use of AI up to now, Microsoft is now, for the first time, providing tools to make the actual benefits of these technologies measurable.

Organizations can simulate which inquiries can be processed automatically in the future, what impact this will have on staffing needs and service levels, and how investments in AI will affect efficiency and customer satisfaction in the long term.

For companies, this represents a fundamental shift. In the future, customer service will no longer be provided exclusively by humans, but by teams consisting of employees and intelligent agents.

The real challenge, however, does not lie in the technology itself. The key question is how processes should be designed so that people and AI can work together optimally. Which inquiries should be automated? When does it make sense to hand off a request to a service representative? What data is needed for AI to actually add value?

These are precisely the issues that many companies are currently grappling with.

Technology alone does not create added value

At primeone, we have been supporting our customers for many years as they digitize their marketing, sales, and service processes using Microsoft Dynamics 365. Time and again, we see that sustainable success does not come from implementing individual features, but rather from the interplay of technology, processes, and people.

Workforce Engagement Management fits seamlessly into this approach and expands the capabilities of Dynamics 365 by adding a key component for modern service organizations.

Our experience shows that companies benefit most from new technologies when they are integrated into existing business processes and solve specific challenges. That is why we never view topics such as AI, automation, or workforce management in isolation, but always within the broader context of the customer experience.

The strength lies in the platform

Workforce Engagement Management becomes particularly interesting when combined with other Microsoft technologies such as Dynamics 365 Customer Service, Dynamics 365 Contact Center, Dynamics 365 Customer Insights, the Power Platform, and Microsoft Copilot.

This provides companies with an integrated platform that connects customer information, service processes, automation, and AI capabilities. Instead of isolated applications, a centralized customer experience platform is created that enables a holistic view of customers, employees, and services.

This is exactly the approach we take at primeone in our projects. Our goal is not to implement individual systems, but to create solutions that integrate marketing, sales, and service and support the entire customer lifecycle.

Why this topic is relevant right now

Many companies are currently facing the challenge of making their service operations more efficient without compromising customer satisfaction. At the same time, AI technologies are opening up entirely new possibilities for automating the handling of routine inquiries and specifically reducing the workload on employees.

Workforce Engagement Management provides the transparency needed to harness this potential in a controlled and measurable way. Companies can make informed decisions, allocate their resources more effectively, and at the same time improve the quality of their services.

This makes WEM a key component for companies that want to future-proof their customer service.

Our Conclusion

For us, workforce engagement management is much more than just traditional workforce planning software. It is an important step toward a smart service organization in which people and AI work together to provide customers with a better experience.

Microsoft provides the technological foundation for this. However, the real added value comes from having the right strategy, the appropriate processes, and a smooth implementation.

As a Microsoft Solutions Partner, we help companies follow exactly this path—from strategic consulting through implementation to the continuous optimization of processes. After all, the future of customer service isn’t shaped solely by new technologies, but by their intelligent application in day-to-day business.

Oracle Redwood UX: Why it’s worth switching now

Oracle Redwood UI

Oracle Redwood UX as the basis for modern AI functions

Modernized with the new Oracle Redwood UX Oracle is not only modernizing the design of its Fusion Applications, but also creating the basis for future AI and agentic functions. Many companies still see Redwood as a pure UI upgrade – but there is actually much more to it than that.

The new user interface provides a modern, intuitive user experience and noticeably simplifies daily work processes. Information is displayed in context, relevant actions are intelligently suggested and processes are designed more efficiently. In Oracle Fusion Cloud Sales & Service in particular, teams benefit from faster processes, less administrative effort and significantly improved user-friendliness.

However, the close connection between Redwood and the new AI functions within the Oracle Fusion platform is particularly exciting. Many current innovations such as intelligent AI agents, automated summaries, generative AI for emails or intelligent risk analyses in sales are only available in full within the Redwood interfaces. By making the switch, companies are therefore creating the technological foundation for modern, AI-supported business processes.

Strategically, too, the switch is already paying off. Oracle is developing new functions primarily for Redwood and is investing heavily in the further development of the platform. Those who switch early will not only benefit from a better user experience, but will also gain access to future AI and automation functions.

In addition, so-called Redwood Accelerators support the efficient transfer of existing adaptations and processes to the new environment, which significantly reduces effort and project risks.

Conclusion

The Oracle Redwood UX is much more than a new design. It forms the basis for the next generation of intelligent business applications within the Oracle Fusion Cloud. Companies that rely on Redwood at an early stage create the ideal basis for modern AI-supported processes and future innovations.

Further information

Agentic AI for excellent customer experiences

Agentic AI CX

Oracle Fusion Cloud CX Agentic AI is changing the customer experience for good

With the new Oracle Fusion Cloud CX Agentic AI applications Oracle artificial intelligence to a new level. Companies no longer only benefit from classic CRM and automation functions, but also from intelligent AI agents that actively analyze processes, prepare decisions and take on tasks independently.

The focus is clearly on a modern customer experience: marketing, sales and service teams are supported by intelligent agents that interpret data in real time and derive specific recommendations for action. This results in faster processes, personalized customer approaches and better decisions along the entire customer journey.

The new Agentic Applications within Oracle Fusion Cloud CX help companies to automate routine tasks and increase the quality of customer interaction at the same time.

Marketing

AI agents analyse target groups, identify cross-selling potential and create personalized campaign content automatically. This enables marketing teams to react faster and implement campaigns more efficiently.

Sales

In sales, the platform identifies risks associated with contract renewals at an early stage, analyses quotation data and automatically suggests optimizations. The new Sales Command Center also supports sales teams with intelligently prepared presentations, follow-up emails and recommendations for action.

Service

In customer service, intelligent agents analyze support histories and customer behaviour in order to identify potential escalations at an early stage. This enables service teams to react more quickly and improve customer satisfaction in the long term.

Native integration into the Oracle Fusion platform

A major advantage of the Oracle Fusion Cloud CX Agentic AI applications is the native integration into the existing Oracle Fusion platform. All AI-supported decisions are based on existing business rules, security guidelines and real-time data. As a result, companies benefit from a secure, scalable and consistent solution without additional data silos.

The applications are thus evolving from a classic “system of record” to a genuine “system of outcomes” – in other words, a platform that actively helps to achieve business goals more quickly.

Video: Oracle Fusion Cloud CX Agentic AI in practice

In the video, we show how Oracle Fusion Cloud CX Agentic AI optimizes sales processes, intelligently automates customer communication and actively supports companies in achieving their business goals.

Further information

You can find more information about our CX and AI solutions on the website of Oracle Fusion Cloud CX and on our primeone CX solution page.

You can also read more about: