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Maximise Your Dynamics 365 Customer Engagement Potential

Dynamics 365 Readiness Assessment

Is Your Dynamics 365 CE System Delivering Its Full Value?

Many organisations invest heavily in Dynamics 365 Customer Engagement but don’t achieve the expected results due to system inefficiencies, low adoption, or underused features. Our Readiness Assessment is designed to help you identify gaps, optimise your environment, and create a clear path to maximise your CRM’s impact.

Complete the form below to book

What You’ll Get

  • Expert Review: Comprehensive analysis of your current CE setup, including system design, usage, and performance
  • Gap Identification: Pinpoint adoption challenges, data issues, and reporting limitations
  • Strategic Roadmap: Tailored plan aligned with your business goals, prioritising improvements that deliver real value
  • Actionable Insights: Clear next steps for optimising your system and preparing for future growth and innovation

Who Should Consider This Assessment?

This is ideal for organisations that:

  • Struggle with inconsistent CRM adoption or poor user experience
  • Face fragmented customer data or reporting challenges
  • Need to streamline processes and improve automation
  • Want to leverage new technologies like Microsoft Copilot
  • Lack in-house Dynamics 365 CE expertise

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Ready to Get Started?

Transform your Dynamics 365 CE environment into a growth engine.
Contact us today to schedule your Readiness Assessment.

     

    How the Assessment Works

     

     

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    Who We've Helped

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    Who's On Our Side

    Partnering with CPS has been transformative for us. Their strategic IT planning and roadmap sessions help us maintain a solid IT business plan. We’ve completely overhauled our IT systems, throughout the business, particularly leveraging CPS’s skills and experience in the Microsoft ecosystem.

    Philip Knight Credit and Risk Director, Asset Advantage

    With CPS Managed Support Services, we have a team of specialists that give all our staff great confidence, and CPS’s work on our vision and strategy has been superb. They are lovely people to work with, down to earth, and understand business processes and the charity sector. Many of our people aren’t technical, and it’s great that CPS seems to be so sensitive to that.

    Tim Cornish Head of ICT at Carers Trust