Microsoft Dynamics 365 Customer Insights
Microsoft Dynamics 365 Customer Insights is designed to create engaging experiences by uniting customer data with real-time journeys and Copilot.
In the logistics industry, everything revolves around speed, reliability, and customer focus. CRM software helps logistics companies efficiently manage customer relationships, streamline processes, and improve communication between sales, operations, and customer service.
With a smart CRM solution, you centralize customer data, boost customer satisfaction, and optimize your sales and service processes. This puts you in a stronger position to grow and tackle today’s complex logistics challenges.
What is CRM for logistics?
CRM for logistics is specialized software designed to improve customer relationships and optimize internal workflows within logistics and supply chain companies. It centralizes key data like customer records, quotes, transport orders, invoicing, and service requests — all in one platform. This unified approach enhances collaboration across departments like sales, planning, and customer service, while offering real-time insights into customer and order statuses.
Benefits of CRM software for logistics
Efficient customer management and better service
Always have up-to-date customer information at hand. Respond faster, communicate more clearly, and proactively support your clients.
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"" : contentPadding; 41 contentPadding = contentPadding == "small" ? "p-3 p-md-3" : contentPadding; 42 contentPadding = contentPadding == "large" ? "p-5 p-md-5" : contentPadding; 43 string theme = !string.IsNullOrWhiteSpace(Model.Item.GetRawValueString("Theme")) ? " theme " + Model.Item.GetRawValueString("Theme").Replace(" ", "").Trim().ToLower() : string.Empty; 44 var decorations = Model.Item?.GetList("CssDecorations")?.GetRawValue().OfType<string>() ?? Enumerable.Empty<string>(); 45 string css = RenderCustomCSS(decorations); 46 47 string target = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "target=\"_blank\"" : string.Empty; 48 string rel = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "rel=\"noopener\"" : string.Empty; 49 string alignment = (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) && !string.IsNullOrEmpty(Model.Item.GetString("Text")) ? "align-items-stretch" : "align-items-center"; 50 51 string iconColor = Model.Item.GetString("iconColor", "text-inherit"); 52 string iconOpacity = Model.Item.GetString("IconOpacity", "opacity-100"); 53 54 string iconSize = Model.Item.GetRawValueString("IconSize", "2"); 55 string imageSrc = !string.IsNullOrEmpty(Model.Item.GetString("Image")) ? Model.Item.GetFile("Image").Path : string.Empty; 56 string flexGrowClass = string.Empty; 57 58 switch (layout) 59 { 60 case "icon-left": 61 case "icon-right": 62 flexGrowClass = "flex-grow-0"; 63 break; 64 } 65 66 string imagePath = imageSrc != string.Empty ? imageSrc : Model.Item.GetRawValueString("Icon", string.Empty); 67 imagePath = Path.GetExtension(imagePath).ToLower() != ".svg" ? 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width: @(iconSize)px;">@ReadFile(imagePath)</div> 97 } 98 else 99 { 100 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 101 } 102 </div> 103 } 104 105 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 106 { 107 <div class="mb-0-last-child"> 108 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 109 { 110 @headingLevelStart 111 @Model.Item.GetString("Title") 112 @headingLevelStop 113 } 114 115 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 116 { 117 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 118 } 119 </div> 120 } 121 </div> 122 break; 123 case "icon-left": 124 <div class="d-flex flex-row gap-3 h-100 text-start @alignment"> 125 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 126 {<div class="@flexGrowClass"> 127 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 128 { 129 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 130 } 131 else 132 { 133 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 134 } 135 </div> 136 } 137 138 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 139 { 140 <div class="d-flex flex-column flex-grow-1"> 141 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 142 { 143 @headingLevelStart 144 @Model.Item.GetString("Title") 145 @headingLevelStop 146 } 147 148 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 149 { 150 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 151 } 152 </div> 153 } 154 155 </div> 156 break; 157 case "icon-right": 158 <div class="d-flex flex-row gap-3 h-100 text-end @alignment"> 159 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 160 { 161 <div class="d-flex flex-column flex-grow-1"> 162 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 163 { 164 @headingLevelStart 165 @Model.Item.GetString("Title") 166 @headingLevelStop 167 } 168 169 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 170 { 171 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 172 } 173 </div> 174 } 175 176 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 177 {<div class="@flexGrowClass"> 178 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 179 { 180 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 181 } 182 else 183 { 184 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 185 } 186 </div> 187 } 188 </div> 189 break; 190 } 191 192 @if (!string.IsNullOrEmpty(Model.Item.GetString("Link"))) 193 { 194 @:</a> 195 } 196 </div> 197
Improved cross-department collaboration
Sales, operations, and service teams work with shared data. That means fewer silos, faster decision-making, and smoother execution.
Real-time visibility into transport and delivery status
By integrating your CRM with operational systems, you gain live tracking of shipments and deliveries, allowing you to respond quickly when things don’t go as planned.
Insight into customer behavior and sales opportunities
Analyze customer data to identify sales trends, uncover cross-sell opportunities, and sharpen your commercial strategy.
Better communication and proactive follow-up
Use automation to keep customers informed with delivery updates, shipping confirmations, and service messages. This builds trust and ensures no follow-up is missed — even when issues arise.
Dynamics 365 as the CRM solution for your logistics company?
Microsoft Dynamics 365 is more than just a CRM — it’s a modular platform that integrates sales, marketing, finance, service, and operations. For logistics companies, that means one central environment for both customer management and operational control.
By centralizing everything in real time, you can make faster decisions, improve collaboration between departments, and optimize workflows. Dynamics 365 goes beyond traditional CRM by also connecting operational and financial processes — all in one platform.
Related products
Microsoft Dynamics 365 Customer Service
Microsoft Dynamics 365 Customer Service is designed to help businesses deliver exceptional customer experiences. By centralizing interactions, automating workflows, and providing AI-powered insights.
Microsoft Dynamics 365 Field Service
Microsoft Dynamics 365 Field Service is the system that keeps you proactive in managing remote service operations with Field Service resources. It helps you run a more efficient and profitable service department.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales helps your sales team work more efficiently and close more deals. With AI and automation, you can improve customer relationships and optimize sales processes.
High-quality collaboration
Case study: Joulz
Joulz helps companies manage their own energy use to become more independent and sustainable. After separating from Stedin, Joulz partnered with 9altitudes to implement Microsoft Dynamics 365 for a future-proof digital platform. This supports operations across sales, service, projects, and finance. With innovations like Copilot, Joulz improves efficiency and enhances the customer experience.
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Hitachi Construction Machinery Europe
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In an energetic collaboration with Joulz 9altitudes has implemented a robust Digital Platform to support Marketing, Sales, Customer Service, Project Operations, and more.
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Why choose 9altitudes as your software partner?
9altitudes is a European digital partner that automates, optimizes, and continuously improves business processes end-to-end. We help manufacturing, supply chain, and service companies reach new heights by leveraging Microsoft, PTC, and Tulip software combined with our own industry-specific solutions.
With team members from 9 different countries, our team consists of 750 exceptionally talented experts. Our high-end consultants are relentless in their pursuit of innovation, dedicated to creating exceptional customer experiences and delivering impactful solutions.
Choosing a CRM solution specific to your industry offers countless benefits. A solid foundation is key in this process. At 9altitudes, we combine the best of both worlds: we integrate proven platforms such as Microsoft Dynamics 365 Customer Service, Field Service, Sales and Customer Insights with best practices from your industry.
Pricing: What to expect for your business?
Our job is to simplify your journey to the summit, ensuring a smoother climb to new heights where you continuously feel safeguarded and in control. That's exactly why we've made it possible for you to obtain a high-level budget estimation already.
How? By completing this guiding questionnaire, we can estimate the project implementation investment and the monthly Microsoft license estimate, based on our experience in implementing many projects like the one you envision.
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