Delta Reach Community Support Implementation - Dynamics 365 Customer Service

Delta Reach – Empowering Community Outcomes

Delta Reach is an innovative, cloud-based Community CRM designed for social impact and non-profit organisations. Powered by Microsoft Dynamics 365 and AI-driven insights, Delta Reach optimises case management, resource allocation, and community impact.

This offer is a professional services engagement to implement and configure Microsoft Dynamics 365 Customer Service as a tailored community CRM solution. It includes business process mapping, setup, training, and support delivered by the Delta Insights team.

#Changemakers | Experts at Scale, Small Enough to Care δ

Pain Points & Challenges
✅ Inefficient processes causing administrative overload
✅ Fragmented data limiting visibility of impact
✅ Difficulty demonstrating clear outcomes to stakeholders
✅ Compliance and data privacy concerns

Delta Reach addresses these challenges by streamlining processes, simplifying compliance, and clearly showcasing organisational effectiveness.

Proven Results with Delta Reach
📉 40% reduction in administrative workload
📊 Enhanced decisions through AI-driven insights
🌟 Improved participant outcomes via streamlined case management
🔍 Increased stakeholder transparency and trust

Key Features
🗂️ Unified Case Management
Centralised tracking of client interactions

🤖 AI-Powered Insights
Automates enquiry intake, creates records, and routes referrals to the right program team using Microsoft Copilot

⚙️ Resource Optimisation
Automate tasks for more direct engagement

📈 Real-time Analytics
Community trends visualised with Microsoft Power BI dashboards

🔒 Secure & Compliant
Built on Microsoft Azure with robust data security and compliance

Who Can Benefit?
✔️ Non-profit organisations
✔️ Community support services
✔️ Rehabilitation and reintegration programs
✔️ Disability services providers
✔️ Health and social care organisations

Deliverables and Outcomes

• Enquiry and referral configuration with Microsoft Dynamics 365 Customer Service
• Microsoft Copilot-enabled intake: automated record creation and routing
• Case management setup with program/service assignment and team workflows
• Security role design, user training, and admin handover
• Microsoft Power BI dashboard setup for real-time reporting
• Go-live support and knowledge transfer

Delta Reach – Built by #Changemakers, for #Changemakers