Customer Dynamics is a Payson, Utah-based contact-center software vendor specializing in regulatory-compliant outbound communications, list management, and secure payment collection that plug into a contact center’s existing CCaaS/UCaaS stack. Its product suite includes Velocity (omni-channel outbound campaign management), Safe Select (TCPA-compliant high-volume outbound using its Human Sequence Selection technology), ReachCX (consented outbound and campaign optimization), E2dx (an embedded agent experience for Microsoft Dynamics 365 with AutoSummary and single-pane console), and C3 Payment (PCI Level 1 Text-to-Pay, chat, email, and voice payments). The platform is built around compliance with TCPA and the FCC’s One-to-One Consent rules, centralizing opt-out/consent management and call-time-rule enforcement for audit and regulatory defense. The company reports 500+ deployments and integrates with major CCaaS/UCaaS and carrier platforms including NICE, RingCentral, Microsoft, AT&T, Verizon, and NobelBiz.

Why teams choose Customer Dynamics

• Compliance built-in (TCPA / FCC One-to-One Consent)
• Human Sequence Selection for compliant high-volume outbound
• Integrates with existing CCaaS/UCaaS stack (low technology friction)
• PCI Level 1 secure payment collection (C3 Payment)
• Native Microsoft Dynamics 365 agent experience (E2dx)

Capabilities we have validated

• Outbound list management
• TCPA & FCC One-to-One Consent compliance
• Opt-out/consent management & call-time rules
• Omni-channel outbound (voice, SMS, multimedia)
• Text-to-Pay / secure payments (PCI Level 1)
• Microsoft Dynamics 365 agent console (AutoSummary, single-pane view)

Recognition & proof points

• Vendor-stated outcomes: +28% campaign uplift, -17% average handle time, 500+ deployments.

AI in the offering

E2dx provides AI-assisted agent productivity (AutoSummary auto-call summaries, single-pane agent console) within Microsoft Dynamics 365; intelligent automation and call routing across the suite.