Barhead Quickstart Solutions Dynamics 365 Customer Service

Customer Service Quickstart Solutions

Get started in as little as a week

Provide seamless, end-to-end experiences within a single solution built on the Microsoft Cloud to deliver consistent, connected support across channels with Quickstart Solutions for Dynamics 365 Customer Service. A recognised leader in Power Platform and Dynamics 365 services, Barhead Solutions offers Quickstart Solutions for Dynamics 365 Customer Service configurations to make agents’ work effortless and enable intelligent self-service. This solution ensures that agent productivity is maximised and focused on delivering quality service with AI-powered agent assist and collaboration tools.

Make agents’ work effortless Maximise agent productivity and focus on delivering quality service with AI-powered agent assist and collaboration tools

Optimise service operations Cut costs by working from a single, comprehensive platform that provides insights and adapts to future needs

Meet customers where they are Connect with customers on their preferred channel and deliver consistent experiences

Show them you know them Recognise and quickly connect with customers to personalise and secure interactions

Core - Live in 1 week* Fast-track your deployment and have your business up and running on a fully connected sales and marketing system in 1 week. Create personalised customer journeys at scale, and work with seamless handover, collaboration, and visibility between your sales and marketing teams.​

• Manage your incoming cases and associated activities in a central database with automated email-to-case creation
• Provide agents with the ability to track and resolve customer issues quickly with an agent dashboard, a standardised case resolution process, and a knowledge base
• Provide a seamless customer experience with a 360-degree of your customer data, including case histories and interactions across the organisation, in the context of the case
• Manage SLAs and KPIs for first response and case resolution
• Streamline tasks and collaboration with native connection to Teams, Outlook and To-Do
• Save and view related documents in context with native SharePoint integration
• Localised for the Australian market with standard address format
• Tailored for your business with options to select and configure custom data fields
• Simple and secure single sign-on using your existing Microsoft 365 credentials, with security roles applied for agents and customer service managers
• Excel templates provided to upload existing data for accounts, contacts, and cases
• Access to end-user training materials
• One-hour education session on additional Dynamics 365 capabilities to help with forward planning and roadmap

Intelligent - Live in 2-4 weeks* Generate new leads and nurture existing customers with a fully connected event management, marketing and CRM system. Manage and host in-person or online events, with a registration portal, attendance tracking, and personalised communications throughout the event journey.​

This package includes everything in the Core Customer Service package, PLUS:​

• Enhanced Case 360 view​ to highlight key case details, stakeholders, and metrics
• Provide consistent, automated email notifications to your customers throughout the case management process, with email templates tailored to your brand​
• Automatically route and escalate cases to the right queue or team, based on agent skills, location, and availability​
• Enhanced SLA management configured to meet your specific KPIs​​
• Monitor customer feedback and sentiment with automated integrated surveys​
• Measure your performance and customer satisfaction metrics in real time with intelligent dashboards​​
• Configured for your business with automated workflows, custom data tables or relationships, custom data fields, and custom reports or dashboards​​
• Import of your existing contact, account and case data via Excel templates​​​​​​
• End-user training session​​​​
• Admin training session to support configuration of additional workflow automation and management of the customer service admin centre app​​​​​

Custom Solutions Empower agents to resolve customer issues faster and more efficiently with a solution specifically customised to deliver more personal experiences for your customer.

The customised package involves everything in the Core & Intelligent package, PLUS customised applications adjusted to meet the specific objectives of enhancing customer experience.

*Implementation timelines may vary based on factors such as the organisation's requirements, the number of users, available resources, as well as the functionalities required.

For more information visit https://barhead.com/quickstart/ or leave a message https://barhead.com/contact/#contact-us