Microsoft Dynamics 365 Municipal and City Engagement CRM Consulting Services

Microsoft member management consulting
Dynamics 365 for Municipalities and Cities

We're here to help your Citizen Engagement team succeed.

Endeavour Solutions Inc. is a North American consulting firm who has been working with Microsoft Dynamics 365 CRM for over a decade to advise and help progressive clients improve their service efficiency, stakeholder management and overall performance.

Endeavour for CRM

  • Microsoft Gold partner
  • Strong values
  • Across Canada and USA
  • Talented team
  • Highly reference-able (Google)
  • Great support

Endeavour Municipality and City xRM / CRM Configuration

One of the biggest challenges Municipal and City Leaders face when implementing or upgrading a new CRM is knowing where to start, and how to configure the system to get the most out of their investment. Endeavour has a specialized bundle of IP and Services for the rapid CRM deployment and configuration of Microsoft Dynamics 365 for Customer Service.  Our team also has ERP experts to assist with e-commerce, financial reporting and integration of your CRM with your financial systems.  Implementing a Smart City strategy with Microsoft Dynamics 365 can be accomplished following a multi-step approach as part of a long-term plan.

Microsoft has released specific "industry accelerators" for government, non-profit and Stakeholder Management to include specialized custom entities to the Microsoft Dataverse (fields, columns and tables) to support the out-of-the box needs for constituent management, digital citizens, case management, and impact tracking data. The models includes 90+ entity data definitions and relationships.

Endeavour recommends Microsoft Dynamics 365 for City and Municipal Management

  • Optimize Licensing Renewals
  • Deliver self-serve portals
  • Manage events and outreach campaigns
  • Coordinate internal and external agencies and departments
  • Deliver a stronger digital Citizen Experience
Dynamics 365 Sales Dashboard

Popular Microsoft Municipal Management CRM software functions

  • Contact Management
  • Citizen contact information, cases, renewals, payment history
  • Self-serve portals for registration, profile management and ecommerce transactions
  • Track individual and business licensing and renewals
  • Committee Management  Dynamics 365 Certified consultant Canada
  • Manage committees, board members, and working groups
  • Inbound and outbound citizen and business communications
  • E-mail tracking within Microsoft Outlook and via Microsoft Exchange and Office 365
  • Tracking of all correspondence
  • Issue resolution and case management
  • Track complaints, infractions, and other issues
  • Build and maintain a knowledge base of issue resolutions
  • Financial Systems Integration
  • Link to financial systems for payment processing, renewals and statement of account
  • Organization-wide access to reporting
  • Allow for external access for renews, payments, inquiries, licensing status, contact information
  • Analysis and Reporting
  • Dashboards, KPI metrics, 360 degree view, ad-hoc analysis, performance reports"

Is Microsoft CRM for Smart Cites and Smart Municipalities the right fit for you?

  • The majority of core functions are "out of the box" including Citizen Management, Licencing / Certification Management, and Self-serve portals
  • Off the shelf systems require heavy customization and configuration. A personalized Dynamics 365 system may fit just as well, and at a lower monthly fee with Public Sector pricing
  • Broad resource pool of Microsoft Dynamics 365 consultants, professionals, and support companies
  • Microsoft hosting available in CANADA on a Canadian-only server, or in the USA on a United States-only server.
  • Advanced productivity tools including AI, Virtual Agents, IoT, and Portals
  • Regulatory compliance for Provincial Act, State Law, or self-regulating bodies: CRM-Member-Management
    • Cities
    • Municipalities
    • Agencies
    • Public works
    • Waste management
    • State agencies
    • Authorities
    • Departments
CRM Training and Support

Why choose Endeavour Solutions as your Canadian Microsoft CRM Partner?

User adoption is the single biggest "litmus test" for a successful CRM implementation.
If your team only views your system as something "extra" and not as a "valuable enabler" your CRM software wasn't designed or implemented in an optimal way. Lower user adoption can be caused by a variety of factors.  Let's talk about Best Practices for CRM implementations and upgrades.

Endeavour's CRM consultants are here to help you identify ways to mitigate risks and improve adoption - resulting in improved performance.  Endeavour's CRM Health Check can be a great complement to your current efforts, providing an external viewpoint and best practices in building-out your a CRM strategy and adoption tactics.

Our Advisory Services include Change Management, Project Management, CRM roadmaps, and CRM training.

Send automated Customer Voice email surveys for sentiment and CSAT metrics with your citizens and businesses.  2,000 surveys per month FREE with Dynamics 365.

Extend your Citizen Management CRM with Marketing Automation

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