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Dynamics 365 Client Engagement

Transforming customer experiences

Transform your customer experience and achieve sales success with Dynamics 365 client engagement modules.

How We Can Help

As a leading UK Microsoft Partner, we excel in deploying Dynamics 365. CPS will evaluate your current business processes and assist with process flows and app development to ensure your customer service teams’ success. Our team of specialised consultants and solution architects are here to support you every step of the way, whether you need additional support or full team development.

With over 30 years of experience from our customers, our pre-built solutions allow you to accelerate your implementation of Dynamics Client Engagement. These come as modular, fixed-price packages that include end-to-end implementation and localisation for your specific needs, depending on the size of your business and the functionality you need.

Customer Service & Insights

Revolutionise your customer service with features such as automated case management, AI-driven insights, and real-time dashboards. Deliver personalised service to each customer, while empowering your agents to resolve issues swiftly and effectively.

Dynamics 365 Sales & Sales Insights

Enhance your sales performance with advanced lead management, predictive sales forecasting, and AI-driven insights. Tailor each customer interaction to drive conversions and streamline your sales processes, ensuring your team operates at peak efficiency.

Dynamics 365 Marketing

Elevate your marketing campaigns with sophisticated tools for campaign management, customer segmentation, and multi-channel outreach. Personalise your marketing efforts to engage customers effectively, while optimising your team’s productivity and campaign success.

Not Sure Where To Start?

We have build some handy starter packages to kickstart your journey – to see where you’re at and where you could be!

D365 CE Readiness Assessment

The D365 CE Readiness Assessment is perfect for organisations struggling with their current Dynamics 365 Customer Engagement system.

Whether it’s poor design, limited functionality, or a lack of technical expertise, our assessment identifies and resolves these issues to ensure your system runs smoothly.

Key Features:
  • Expert Insights: Diagnose and fix CE system issues with our technical expertise.
  • Optimise Systems: Tailor your CE system to meet your business needs.
  • Strategic Roadmap: Get a clear plan to improve system performance and user experience.
What to Expect:
  • Clear alignment on D365 CE’s potential in your environment.
  • A prioritised list of initiatives to boost adoption.
  • Practical recommendations and next steps.

Ideal for organisations facing system issues, limited functionality, technical knowledge gaps, user adoption challenges, or reporting problems.

Dynamics 365 Sales Enablement

The Dynamics 365 Sales Enablement package offers a comprehensive view of customer interactions, enhancing personalised engagement and automating processes.

It includes automated workflows to improve relationship building and customer satisfaction. This scalable CRM solution helps you track and manage leads with AI-driven insights, increase conversion rates, and gather key insights to empower your team.

Key Features:
  • Expert Insights: Capture business needs and define requirements.
  • Optimise Systems: Deploy a customised environment.
  • Strategic Roadmap: Ensure a smooth transition with integrations, UAT, training, and Go-live support.
What to Expect:
  • A configured CRM system tailored to your needs.
  • A prioritised list of initiatives to boost adoption.
  • Practical recommendations and next steps.

Ideal for organisations facing inefficient sales processes, CRM needs, data silos, a desire for analytics and insights, outdated systems, growth challenges, or inaccurate data and forecasting.

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Best Practices for Success

To get the most out of Microsoft Dynamics 365 Client Engagement modules, businesses should follow these best practices:

  • Define clear goals and objectives for operations, whether it’s sales or marketing.
  • Provide ongoing training and support for sales representatives, administrators, and marketing teams.
  • Use AI-powered insights to understand customer behaviour and preferences.
  • Automate routine tasks and focus on high-value activities that drive customer satisfaction and engagement.
  • Set up and track performance metrics to ensure targets are met.
  • Use digital communication tools to engage with customers and provide proactive support.
  • Continuously monitor and evaluate operations to identify areas for improvement in sales and marketing interactions.

By following these best practices, businesses can deliver exceptional customer experiences, improve customer satisfaction, and increase revenue.

What You'll Achieve

Personalised Interactions

Tailor responses and campaigns based on customer history and preferences.

Increased Conversion Rates

Focus on high-value activities that drive sales.

Efficient Lead Management

Track and manage leads with AI-driven insights.

Enhanced Team Productivity

Provide sales and marketing teams with the tools and information they need.

Optimised Campaigns

Use sophisticated tools for campaign management and customer segmentation.

Actionable Insights

Understand customer behaviour and preferences to enhance engagement.

Who We've Helped

We have had the pleasure of working with the team at CPS during the development and build of our new company-wide IT system. The team at CPS have a deep technical knowledge and a proactive approach to problem-solving. Their ability to understand our specific needs and deliver tailored solutions has been instrumental in enhancing our operational efficiency and achieving our business goals. On top of that, the team were also very easy to work with! Highly recommended.

Tim Jenner
Chief Executive Officer at PQA
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Technical Features

  • Lead Management: Manage leads efficiently.
  • Sales Forecasting: Predict sales trends and outcomes.
  • Record Interactions: Keep a comprehensive log of all customer interactions.
  • Campaign Management: Plan and execute marketing campaigns.
  • Customer Segmentation: Group customers based on behaviour and preferences.
  • AI-Driven Insights: Gain actionable insights into customer behaviour.
  • Automated Workflows: Streamline sales and marketing processes.
  • Performance Metrics: Track and measure campaign and sales performance.
  • Customer Journey Mapping: Visualise and optimise customer journeys.
  • Multi-Channel Outreach: Engage customers across various digital channels.

Valuable Integrations

Connecting with other business apps

Microsoft Dynamics 365 Client Engagement integrates with a range of business apps to provide a seamless customer experience. All these tools work to further understand the customer journey and provide real-time insights by removing the manual processes behind data management and analysis.

Some of the valuable integrations include:

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Power BI

Provides dashboards and reports to help businesses understand customer behaviour and preferences.

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Power Pages

Enables businesses to create self-service portals for customers.

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Ready To Learn More?

Book A Demo

Curious about how Microsoft Dynamics 365 can transform your business? We’ve got the expertise and the passion to help you thrive, no matter your industry or size.

So, why not take a moment, get comfy with your favourite brew, and…

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Frequently Asked Questions

How does Dynamics 365 improve customer service?
What are the key features of Dynamics 365 Customer Service?
How can CPS help with Dynamics 365 deployment?
What are the benefits of using Dynamics 365 for customer service?
How does Dynamics 365 handle service-level agreements (SLAs)?
Can Dynamics 365 integrate with other apps?