DYNAMICS 365 CRM FOR COUNCILS & LOCAL GOVERNMENT ORGANISATIONS
Helping local councils improve how they handle resident queries, service requests and community projects.

DYNAMICS 365 CRM FOR COUNCILS & LOCAL GOVERNMENT ORGANISATIONS
Helping local councils improve how they handle resident queries, service requests and community projects.

Local government organisations, such as town, parish, county, and city councils, often encounter unique and complex challenges in their daily operations. These challenges include managing relationships with constituents, efficiently handling service requests, and ensuring effective coordination of community initiatives. To meet these demands, local governments must rely on a system that allows them to simplify operations, foster better connections with the public, and deliver high-quality services. A Customer Relationship Management (CRM) platform plays a critical role in helping local governments achieve these objectives.
Local councils deal with large volumes of data related to residents, service requests, and community projects. Without a centralised and efficient system to organise and analyse this information, it becomes increasingly difficult to provide timely and effective responses. A CRM system acts as a central hub for data management, process automation, and improved communication. By implementing a reliable CRM like Dynamics 365, local councils can tackle inefficiencies, better meet the needs of their communities, and optimise their resources. Ultimately, it enables governments to deliver more efficient and tailored services while improving satisfaction levels within their communities.
The Advantages of a CRM
A CRM system offers several benefits that can transform the way local government operates.
Improved Constituent Management
Enhanced Efficiency and Productivity
Insights Through Data Analysis
Analysing community data allows governments to identify trends, predict future needs, and respond proactively. CRM systems provide analytical tools that allow councils to gain a deeper understanding of their communities.
Better Service Request Management
Councils can use a CRM to monitor service requests, track progress, and ensure that residents' concerns are addressed promptly. This improves overall satisfaction and trust in local governance.
Seamless Project Collaboration
CRMs can also be used to improve the coordination of community projects, allowing teams to track deadlines, allocate resources efficiently, and keep stakeholders informed of progress.
Why your business needs a CRM
75%
of businesses are utilising a CRM
85%
of businesses are planning to invest in AI or automation tools
94%
of businesses say using a CRM contributes to increasing customer retention
Data taken from a survey we commissioned in December 2024
Dynamics 365 for local government
Microsoft Dynamics 365 CRM offers an all-in-one platform that caters specifically to the requirements of local government organisations. Its user-friendly interface and customisable features make it an excellent tool for addressing the diverse challenges faced by councils and community organisations. Dynamics 365 provides capabilities that enable better communication, streamlined service management, and collaborative project handling, all while being scalable to suit the size and needs of any local government body.
The capabilities of Dynamics 365 extend across various aspects of how local councils work:
Enhancing Engagement
Dynamics 365 allows government bodies to categorise residents according to their preferences, interests, and history of engagement. This segmentation enables governments to develop communication strategies that are both targeted and effective.
Service Request Management
Dynamics 365 can enable local councils to simplify the tracking of service requests by providing a platform for scheduling tasks, monitoring response times, and ensuring the timely resolution of community issues, which, in turn, improves confidence among residents.
Project Coordination
Local councils can use Dynamics 365 to manage and oversee community initiatives with greater accuracy. By keeping detailed records of project objectives, budgets, and progress, councils can ensure that the resources they have available to them are allocated effectively, and that milestones are achieved on time.
Monitoring and Insights
Dynamics 365 includes powerful analytical tools that allow councils to measure their success across various areas of operation. By evaluating metrics such as response times, service quality, and community satisfaction, councils can make data-backed decisions to continuously improve their services.
How other businesses have benefitted from Dynamics 365
SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
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Tillamook Country Creamery
Tillamook Country Creamery Association increased warehouse pallet throughput by 50%, whilst also automating key manual processes
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MVP Healthcare
MVP Healthcare expects to save $6million by implementing AI-driven process improvements, sunsetting legacy domains and boosting their IT efficiency.
Get started todayDownload our report
The Dynamics of Success
Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

Download our report
The Dynamics of Success
Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

Why Dynamics 365?
Fully customisable
Dynamics 365 offers a wide array of customisation options, enabling you to mould the system to align with your particular business procedures. Whether your needs involve custom fields, workflows, or dashboards, Dynamics 365 can be adjusted to suit your specifications. This level of adaptability guarantees that you can fine-tune the CRM to support your unique business objectives and enhance overall efficiency.
Effortless integration
Dynamics 365 integrates effortlessly with a multitude of applications and services, including Microsoft Office 365, Power BI, and various third-party solutions. This integration capability allows you to link your CRM with other tools you use daily, creating a cohesive and streamlined workflow. By capitalising on these integrations, you can enhance operational efficiency, improve data accuracy, and foster better collaboration across your organisation.
User-friendly interface
Dynamics 365 boasts an intuitive and user-centric interface that simplifies navigation and usage for your team. With its contemporary design and clear navigation, users can effortlessly access the information they need and complete tasks efficiently, minimising the learning curve and boosting productivity.
Sophisticated analytics
Dynamics 365 offers powerful analytics and reporting tools that provide you with invaluable insights into your business performance. With real-time data and customisable reports, you can make well-informed decisions, identify trends, and measure success accurately. These analytics capabilities empower you to stay ahead of the competition and foster business growth.
Enhanced Security
In addition to its other features, Dynamics 365 ensures that your data is secure and complies with industry standards. With robust security measures and compliance protocols in place, you can trust that your business information is protected, allowing you to focus on achieving your business goals without concern.
Take Dynamics 365 CRM to the next level
Unlock new possibilities with intelligent solutions that connect data, teams, and processes. Gain clearer insights, streamline public services, and deliver experiences that build trust and drive progress across your organisation.
Customer insights
Gain clarity into community needs with real-time data and connected council teams. Anticipate challenges, respond quickly to shifting priorities, and keep public satisfaction at the centre of every interaction.
Customer service
Exceed expectations and build trust with connected council teams and real-time insights. Resolve issues faster, adapt to changing needs, and keep citizen satisfaction at the heart of every interaction.
Field service
Boost efficiency with real-time support that keeps council teams connected and communities informed. Automations streamline every process, ensuring smooth operations and satisfaction at every step.
Finance
Stay competitive with real-time insights that simplify processes and strengthen decision-making. Automations and compliance tools drive efficiency and give your organisation the confidence to scale in any market.
Supply chain
Stay resilient with connected operations and real-time visibility that keep complexity under control. Intelligent automation and sharper forecasting give your organisation the agility to adapt fast and deliver with confidence.
HR
Simplify HR processes and strengthen every stage of the employee journey. From onboarding to performance management, real-time insights and automation help build an adaptable council team while giving your organisation clarity to plan confidently for what’s next.
Project ops
Bring council teams, resources, and insights together to deliver projects with precision and impact. From planning to profitability, real-time visibility and automation help your organisation stay on track while adapting to change with confidence.Ready to explore the best CRM for Local Government?
By adopting Dynamics 365 CRM, councils and local government organisations can bridge the gap between constituent expectations and the services they provide. The platform not only simplifies day-to-day operations but also empowers staff to work more collaboratively and focus on delivering meaningful outcomes for their communities.
Whether it's through more effective communication, faster response times, or better planning for community projects, the potential for positive change is significant.