Optimise Dynamics CE with CPS – A Gateway to AI, Adoption, and Seamless Operations

A poorly built Dynamics CE (Customer Engagement) system can hinder productivity, frustrate users, and prevent your organisation from leveraging the platform’s full potential. From inefficiencies in data retrieval to issues with customisations and low user adoption, the impact of a suboptimal system can ripple across your business processes.

At CPS, our Dynamics CE Assessment ensures your system is optimised for today’s challenges and future-ready to embrace innovations like Microsoft Copilot and seamless updates.

Signs and Challenges of a Poorly Built Dynamics CE System

An ineffective Dynamics 365 system can cause:

• Data Retrieval Problems: Slow access to information, fragmented data, and unreliable reporting due to poor configuration and disconnected data sources.
• Inefficient Processes: Complex workflows, unnecessary manual tasks, and slow approval processes that drag down productivity.
• User Frustration: Clunky interfaces and lack of training can leave users disengaged, resulting in low adoption rates.
• Excessive Customisations: Overcomplicated custom solutions can conflict with updates, increase maintenance costs, and hinder AI integration.
• Update Risks: Outdated features or dependencies on deprecated functionality can cause system breakages during regular updates.

The Benefits of an Optimised Dynamics 365 System

When optimised, Dynamics 365 transforms into more than just a CRM—it becomes a strategic asset:

• Faster, Smarter Data Insights: Clean, centralised data leads to accurate reporting, while AI tools like Microsoft Copilot offer real-time, actionable insights that drive better decision-making.
• Streamlined Processes: Automating repetitive tasks and simplifying workflows not only reduces errors but also frees up time for more strategic initiatives.
• Higher User Adoption: A user-friendly interface and targeted training increase engagement, ensuring your team gets the most value out of the system.
• Seamless Updates: Standardised configurations make updates smoother, reducing disruptions and ensuring your system stays current with new features and innovations like AI and machine learning.
• AI Integration: Microsoft Copilot and other AI tools can optimise your processes, from lead prioritisation to customer interaction, delivering personalised experiences and predictive insights.
• Cost and Resource Efficiency: Fewer customisations and optimised workflows lead to lower maintenance costs, fewer disruptions, and better overall ROI.

How CPS Can Help

Our three-step Dynamics 365 Assessment approach ensures your system is running at peak performance:

1. Assessment: We gather insights on system performance, workflows, and user engagement to pinpoint issues like inefficient data retrieval, excessive customisation, and low adoption.
2. Audit: A thorough review of your architecture, data models, workflows, and security helps us identify risks and readiness for updates and AI integration.
3. Recommendations: We deliver a prioritised action plan to optimise the system, reduce unnecessary customisations, and enhance data integrity, ensuring your system is future-proof and ready for the latest updates.

By partnering with CPS, you’ll optimise your Dynamics 365 system for seamless operations, smarter insights, and improved user adoption, paving the way for long-term business success.

Take the Next Step Towards Optimisation 

Don’t let inefficiencies, poor data access, or customisation overload hold your organisation back. With CPS’s tailored Assessment, you can unlock the full potential of your system, enabling AI-driven innovation, higher user adoption, and streamlined processes—all while staying aligned with Microsoft’s updates.