Industry Accelerator

Municipal Contact Centre Accelerator

August 2025: Municipal Contact Centre Accelerator

Purely CRM’s Municipal Contact Centre Accelerator, built on Microsoft Dynamics 365 and the Power Platform, is designed to help local governments modernize service delivery and enhance citizen engagement. This ready-to-deploy solution empowers regions and cities to manage inquiries, service requests, and field operations across multiple channels with greater speed, transparency, and accountability.

Municipal Contact Centre portal

The Benefits

Citizen Self-Service Portal

Empower residents to submit applications, upload documents, and track request status online, reducing call volume and improving satisfaction.

Intelligent Routing & Automation

Automatically assign cases to the right teams using custom rules, SLAs, and workflows to ensure fast and consistent service.

Omnichannel Case Management

Easily manage service requests, complaints, and inquiries from phone, email, chat, or online forms in one centralized environment.

Pre-Built Municipal Case Types

Includes a library of pre-configured case types (bylaw complaints, service requests, infrastructure issues) to support fast adoption and consistent case handling.

Real-Time Dashboards & Reporting

Monitor performance, workloads, and trends with built-in dashboards and Power BI reporting for smarter decision-making.

GIS & Third-Party Integration

Connect with systems like Esri GIS and AMANDA licensing management to simplify location-based services and permit processing.

Accelerator Workflow

Our Municipal Contact Centre Accelerator, built on Microsoft Dynamics 365 and the Power Platform, is designed to enhance your team’s ability to efficiently manage citizen inquiries, service requests, and case resolution processes. By implementing a secure, self-serve portal and a suite of business applications, the solution streamlines intake, communication, document handling, and case tracking helping your local government deliver faster, more transparent, and more consistent public service.

What's Included in

Our Municipal Contact Centre Accelerator

Smarter Case Management Tools

Smarter Case Management Tools

At the core of the Municipal Contact Centre Accelerator is Microsoft Dynamics 365 Customer Service, enhanced by our Purely CRM team to meet the specific needs of local governments. We extend and configure out-of-the-box functionality to enable smarter case routing, detailed contact management, and automated communication. Our setup ensures faster response times, improved accountability, and consistent service delivery.

  • Smart Case Routing: Custom routing rules assign cases based on category, location, or team availability to ensure prompt handling.
  • Enhanced Contact Management: Linked contact and account records offer a full view of citizen interactions, relationships, and service history.
  • Automated Notification Workflows: Key status changes and updates trigger emails or alerts to both staff and citizens using Power Automate.
  • Configurable SLAs: Track response and resolution times with SLA timers, escalation rules, and performance alerts to meet service commitments.

Intake Service Agent Workflow Accelerator

Extending Dynamics 365’s omnichannel capabilities to support seamless voice, email, SMS, and chatbot interactions all within a single interface. Purely CRM customizes the out-of-the-box features to configure intelligent routing, queue management, and contact connection flows that align with municipal service needs. Our enhancements ensure faster response times, reduced agent workload, and more personalized citizen engagement across every communication channel.

  • Multi-Channel Communication Support: Engage citizens via voice, email, SMS, and chatbot, with full context and case history available to agents.
  • IVR and Contact Connection: Custom IVR flows guide callers efficiently and connect them with the right team or service.
  • Advanced Queue & Routing Logic: Queue management and skill-based routing ensure requests are prioritized and assigned effectively.
  • Configured Workstreams: Modified workstream settings define how sessions are handled across channels, optimizing agent workload and service flow.

Citizen Municipal Service Portal

The Power Platform provides secure and user-friendly portal that empowers citizens to engage with municipal services online anytime, from any device. Purely CRM enhances the standard Power Pages experience with Azure B2C authentication, personalized account features, and seamless integration with Microsoft Bookings. Citizens can submit complaints, request information, manage appointments, and track follow-ups without needing to contact support directly.

  • Secure Azure B2C Authentication: Provides safe, role-based access using email, social login, or multi-factor authentication.
  • Client Profile Management: Allows users to view and update contact info, preferences, and case history in real time.
  •  Complaints & Requests Forms: Easily submit service requests, complaints, or information inquiries using guided forms linked directly to Dynamics 365.
  • Appointment Scheduling Integration: Connects to Microsoft Bookings so users can schedule appointments with staff or departments at their convenience.

Knowledge Based AI Assistance

The Municipal Contact Centre Accelerator includes a robust Knowledge Base to support both staff and citizens with easy access to accurate, searchable information. Purely CRM customizes the out-of-the-box Dynamics 365 functionality by categorizing content, enabling Copilot AI-powered search, and integrating articles directly into case workflows and the citizen portal. This ensures faster issue resolution, promotes self-service, and reduces the burden on municipal support teams.

  • AI-Powered Search with Copilot: Uses Microsoft Copilot to deliver intelligent, context-aware search results for agents and portal users.
  • Customized Article Categories & Tags: Articles are organized by topic, service area, and department for faster discovery and relevance.
  • Integrated into Case Management: Agents can attach or suggest articles directly from case records to assist with resolutions.
  • Citizen-Facing Knowledge Portal: Public users can access FAQs, how-to guides, and policies through the portal, reducing call volumes and improving transparency.

End-to-End System Connectivity
  • Third-Party Integration: Connects with systems like AMANDA for permit processing and GIS for location-based service management using secure APIs and Power Automate.
  • Connected Microsoft Ecosystem: Fully integrates with Microsoft Teams, Outlook, and SharePoint to enable cross-departmental collaboration, email tracking, document storage, and scheduling all from within Dynamics 365.
  • Secure and Scalable Architecture: Uses supported APIs and upgrade-friendly design principles to ensure all integrations are secure, maintainable, and compatible with future updates.
  • Automated Data Flows with Error Handling: Integrations include validation, reconciliation, and retry mechanisms to ensure clean, consistent data exchange across systems with real-time visibility into sync status.

Cloud Security Modeling
  • Hosted in Canadian Microsoft Datacenters: All data resides in Microsoft’s secure, PIPEDA-compliant Canadian cloud infrastructure, with primary hosting near Toronto and redundancy near Quebec City.
  • End-to-End Data Encryption: Data is encrypted both in transit (SSL 256-bit) and at rest (Transparent Data Encryption), protecting sensitive information at every stage.
  • Azure Active Directory (Entra ID) with MFA: Secure user access is enforced using Azure AD / Entra ID, Multi-Factor Authentication (MFA), and other security standards including social media account validation. Default security standards are aligned with municipal and provincial cybersecurity standards.
  • Compliance with Canadian Privacy Standards: Designed to meet federal and provincial privacy laws, the solution ensures secure handling of personal information with full adherence to PIPEDA and local regulations.

Have questions?
Reach out to our representative

Steve Ewing, Vice President

Phone: +1-888-257-3577 x 213
Email: sewing@purelycrm.com