Brennan Dynamics Customer Service Quickstart

Ideal for Customer Experience teams looking to: take a proactive approach in managing customers; streamline case management processes and interactions; log, track, and resolve customer issues sooner; offer seamless CX with 360-degree customer views; monitor SLAs for first response and case resolution; support self-service and community portals; simplify tasks and collaboration with native Microsoft integration.

Capabilities: Contact and account management, Single view of customer interactions, Case management, Task and activity management, SLAs and KPIs, Knowledge base, Searching and reporting, Documents and collaboration, Tailored business process flow.

Installed Dynamics 365 Customer Insights Three environments (2 sandbox + 1 production) DevOps integration and deployments Customer journey Segments or marketing lists Dataverse triggers Segment based journeys Trigger based journeys Email administration setup Content blocks Subscription centre Security roles and visibility Outlook and SharePoint integration Data migration Train-the-trainer training