Transforming CRM‑led customer experiences
Transform your customer experience and achieve sales success with Dynamics 365 client engagement modules.
As a leading UK Microsoft Partner, CPS helps organisations get more value from Dynamics 365 CRM by focusing on best practice, adoption and long‑term improvement. We work with you to review your current processes, design effective customer service and sales workflows, and deliver the right applications to support your teams. Our specialist consultants and solution architects can support you flexibly, from targeted expertise to full delivery teams.
Drawing on over 30 years of experience across our customer base, we also offer proven, pre‑built solutions to accelerate Dynamics 365 Customer Engagement projects. These modular, fixed‑price packages include end‑to‑end implementation, localisation and AI readiness, helping you introduce automation and Copilot in a practical, controlled way. Solutions are tailored to the size of your organisation and the functionality you need, allowing you to move faster while reducing risk.
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.
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.
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.
We have build some handy starter packages to kickstart your journey – to see where you’re at and where you could be!
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.
Ideal for organisations facing system issues, limited functionality, technical knowledge gaps, user adoption challenges, or reporting problems.
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.
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.
To get the most out of Microsoft Dynamics 365 Client Engagement modules, businesses should follow these best practices:
By following these best practices, businesses can deliver exceptional customer experiences, improve customer satisfaction, and increase revenue.
Tailor responses and campaigns based on customer history and preferences.
Focus on high-value activities that drive sales.
Track and manage leads with AI-driven insights.
Provide sales and marketing teams with the tools and information they need.
Use sophisticated tools for campaign management and customer segmentation.
Understand customer behaviour and preferences to enhance engagement.
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.
Learn how to adopt AI responsibly with Copilot; practical use cases, governance, data protection and strategy alignment for secure, compliant productivity.
Copilot can expose data if devices aren’t secure. Learn how Intune and Conditional Access protect Microsoft 365 on company and personal devices, without blocking users or audits.
Worried AI could expose salaries or confidential data? Learn how Copilot decides what it can see, why oversharing happens, and how Microsoft Purview keeps sensitive HR and finance data protected
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:
Enables agents to communicate with customers and other agents in real-time.
Provides dashboards and reports to help businesses understand customer behaviour and preferences.
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…
