Microsoft Dynamics 365 Customer Service

Build customer loyalty with effortless service experiences

Every interaction matters in customer service, and the modern client expects a seamless experience with your brand, regardless of channel.

Customer service teams often face this challenge when moving from a multi-channel to a true omni-channel service provision.
Are all agents able to view one customer history regardless of the last communication channel they used?
How is the service team configured – by channel or skill set, does this create siloes and does the technology they use exchange data or support knowledge sharing?
These challenges cause frustration for customer service agents and customers alike.

What is Microsoft Dynamics 365 Customer Service?

Microsoft Dynamics 365 Customer Service helps your business build brand affinity and customer loyalty and empower your teams with the streamlined data and unified technology they need to deliver seamless, personalized service.

Microsoft Dynamics 365 for Customer Service

Microsoft Dynamics 365 Customer Service Benefits

Personalize customer service to earn loyalty

Deliver the tailored service customers expect across the channel of their choice, on any device. AI-enabled experiences and insights proactively resolve problems to provide frictionless proactive engagement with your business.

Empower customer service agents

Provide agents with intuitive access to everything they need to deliver superior customer service – with tools that are at their fingertips on a single, unified service desk application. From simple and routine requests to more complex issues resolution.

Remain agile in your service provision

Adjust at the pace of modern business through actionable insights and leading technologies that anticipate the rapidly changing needs of customers and your brand.

Elevate Your Customer Service

Discover how technology and best practices are transforming IT service management

Microsoft Dynamics 365 Customer Service capabilities

Microsoft Dynamics 365 Customer Service engagement multicanaux

Omnichannel support

Interact with customers on their preferred channel—including chat, SMS, Facebook Messenger, WhatsApp, WeChat, Line, and more—using Customer Service omnichannel capabilities.
A unified platform ensures context and consistent answers across channels, touchpoints and engagements, delivering personalized interactions and consistent service with minimal customer effort.

Microsoft Dynamics 365 Customer Service self-service et communautés

Self-service and communities

Empower those customers who increasingly prefer to find answers on their own through self-service and community portals, reducing agent workload at the same time.
Provide branded customer self-service options that deliver consistent, up-to-date answers with access to Knowledge Base and Chatbots. For personalized information, and a community experience to connect with peers and subject matter experts.

Microsoft Dynamics 365 Customer Service habilitation des agents

Agent enablement

Empower agents with a single, unified experienc for efficient problem resolution and provide differentiated levels of support.
Dynamics 365 Customer Service gives agents a complete 360-degree customer view, including a full history of interactions, user preferences, and relevant customer information.
A role-tailored experience contextually serves up the tools, guidance and data that agents need to provide a more personalized, effective standard of service.

Microsoft Dynamics 365 Customer Service connaissances unifiées

Unified knowledge

Equip customers and frontline staff with a definitive single source of truth through knowledge sharing.
Ensure knowledge is relevant by capturing and publishing across your content channels while measuring impact and opportunities to grow your Knowledge Base (KB) through advanced analytics.
Quickly offer the most appropriate articles in Knowledge Base Management using relevant search.
Select articles faster with highlighted search-term matches in the results list.

Microsoft Dynamics 365 Customer Service services intelligence

Service intelligence

Identify trends, anticipate opportunities and gain insights using rich, embedded analytics and reporting.
Explore what-if scenarios and forecast outcomes with predictive analytics for customer service through interactive charts and powerful data visualization capabilities.
Better anticipate customer needs by using Dynamics 365 Customer Insights for a 360-degree view of each customer’s journey.
Use Copilot for Dynamics 365 to harness the power of Artificial Intelligence for optimized agent productivity and customer experience.

COPILOT FOR DYNAMICS 365

Microsoft Dynamics 365 Customer Service features


Optimized operations

Analyze operations and interactions using Microsoft Dynamics 365 Customer Service Insights, data analytics, sentiment analysis and supervisor experiences.

Optimized Operations


Digital agents

Chat and co-browse together in your digital environments proactively or on-demand. Use Copilot and Copilot Studio to create your own bots.

Digital Agents


Intelligent routing

Route service cases by topic or channel. Automatically assign cases to the agent best equipped to resolve them by using custom entity routing embedded in omnichannel capabilities.

Intelligent Routing


Expert collaboration tools

Resolve cases faster and easily connect agents with subject matter experts. Use Microsoft Teams integration to help resolve complex cases more quickly regardless of job function or location.

Expert Collaboration Tools


Customer feedback

Measure and act on customer feedback and surveys after every service engagement by combining customer data and customer journey tracking with survey insights from Dynamics 365 Customer Insights – Journeys.

Customer Feedback


Service dashboards

Managers can allocate resources based on popular channels through omnichannel insights, trending issues, cost per case, resolution rates and agent skill sets.

Service Dashboards


AI-powered Customer Service

Realize your data’s full potential by combining Customer Service with AI apps such as Microsoft Copilot, Customer Insights and Customer Service Insights.

AI-Powered Customer Service

Copilot in Microsoft Dynamics 365 Customer Service

AI-powered service is here. Copilot in Microsoft Dynamics 365 empowers customer service teams to deliver exceptional support while optimizing their workflows.
Microsoft Dynamics 365 Copilot for Customer Service offers a range of features and benefits designed to enhance agent productivity and improve customer interactions.

What are the features of AI-powered tools?

  • Real-time AI assistance: Copilot provides agents with AI-driven support, helping them automate repetitive tasks, be more productive, avoid escalations and streamline workflows
  • Responding to questions: Agents can quickly diagnose issues and get answers to customer inquiries using AI-generated suggestions from agent-facing conversational bots that use contextual data about customers and your business
  • Drafting emails and chat responses: Use the power of Generative AI for Customer Service. Copilot can compose messages based on context, saving time and ensuring consistency
  • Summarizing cases: It can summarize case histories and conversations, allowing agents to quickly grasp the situation without sifting through extensive notes
  • Knowledge Base integration: Copilot accesses knowledge bases to provide agents with relevant information, ensuring they have the right tools to resolve customer issues efficiently
  • Interactive chat experience: It enhances customer interaction management by providing contextual responses during chats, improving the overall service experience
  • Real-time insights and analytics: Copilot includes features for tracking agent interactions and performance against SLAs
  • Copilot’s integration with Microsoft 365 means that users can manage customer data seamlessly across platforms like Outlook and Teams

What are the benefits of Copilot for service agents?

Increased productivity

By automating time-consuming tasks, agents can focus on high-value interactions, leading to faster case resolution and improved customer satisfaction (CSAT).

Enhanced Customer Experience

With quicker access to information and more personalized responses, customers receive better, faster service, which can lead to higher retention rates.

Reduced training time

New agents can ramp up faster with AI assistance, as Copilot helps them navigate systems and processes more efficiently.

Data-driven decisions

The built-in intelligence provided by Copilot enable organizations to make informed decisions based on agent performance and customer interactions.

Scalability

As businesses grow, Copilot can help maintain service quality without a proportional increase in staffing, making it easier to handle larger volumes of customer inquiries.

PRODWARE SOLUTIONS & ACCELERATORS

Fast Service

Built on Microsoft Dynamics 365 Customer Service, Fast Service is a simplified customer service tool built to respond to the needs of SMB. Ready to use and easy to manage, it’s the perfect solution for SMB service teams to manage your customers and cases.

CEM GDPR accelerator

The GDPR accelerator enables organizations’ CRM to be compliant with GDPR regulations. The accelerator simplifies compliance with privacy requests from data subjects, with an easy to use interface for CRM operators, and logs all operations to comply with record-keeping requirements. This accelerator includes consents database management and search functionality to help your team quickly perform users’ rights.

IT Service Management

Helps IT companies to fully comply with ITIL processes as part of their best practice service provision. ITSM provides additional functionalities within Dynamics 365 Customer Service, such as Agreement Management, Incident and Request management, Change and Release Management plus a Self Service Portal.

CRM User Adoption service

Our CRM User Adoption service helps in a key element of any CRM implementation, for the long-term success and value from your business investment.
Critically, we support your organization before, during and after CRM implementation to ensure you get the true value of the latest technology.

What’s inside…

Présentation Customer Service

Tier 1 Dashboard Microsoft Dynamics 365 Customer Service

Présentation Customer Service

Filtered views in a Microsoft Dynamics 365 Customer Service dashboard

Unified Routing Dashboard

Unified Routing Dashboard in Microsoft Dynamics 365 Customer Service

Scheduling service activity

Service scheduling in Microsoft Dynamics 365 Customer Service

Microsoft Teams integration

Microsoft Teams integration for service agents

Search in Knowledge Management portal

Search in Portals with Knowledge Management

Case management

Case management in Dynamics 365 Customer Service

Copilot to propose Knowledge article from a case

Use Microsoft Copilot to create Knowledge Base article from a case

Analyze topics

Analyze customer service topics in dashboard

Omnichannel dashboard

Agent overview of omnichannel customer service

Create a Knowledge Bank article

Creating an article for Knowledge Base Management

Create an email from Customer Service

Email creation in Dynamics 365 Customer Service

Copilot in Dynamics 365 Customer Service workspace

Copilot in Microsoft Dynamics 365 Customer Service

Agent dashboard

Customer Service Agent dashboard

Predictive analytics and forecasting

Predictive forecasting for customer service managers

Productivity pane scripts for service agents

Productivity pane for service agents scripts

Incoming cases filter view for agents

Service agents filter view for incoming cases

Time tracking for cases in customer service

Time tracking for cases in customer service

Microsoft Dynamics 365 Customer Service Insights

Microsoft Dynamics 365 Customer Service Insights

Knowledge Manager dashboard

Knowledge Base analytics

Why choose Prodware?

As a Microsoft partner, Prodware has developed and implemented hundreds of Dynamics CRM and Dynamics 365 for Customer Engagement projects across Europe.
Our experienced R&D team work closely with our clients to develop solutions that suit their own client engagement needs.

Have a project? Let’s talk!

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