Dynamics 365 for Customer Service: 1-Hr Assessment


Learn how to launch your company’s digital transformation with Microsoft Dynamics 365 for Customer Service.

Dynamics 365 Customer Service provides built-in intelligence for faster, more personalized and enhanced integrated service to your customers wherever they are.

###Case management includes the following capabilities:

  • Full self-service online portal accessible anywhere via any device
  • Attach tasks, phone calls, emails, appointments or related case
  • Merge similar cases
  • Service queue creation
  • Service Level Agreements and Entitlement management
  • Assign cases and activities to a parent case, user, group and/or queue
  • Integrations with Voice of the Customer, Field Service, and Power BI
  • Interactive Service Hub online portal for improved Customer Service
  • Customer ticket deflection provides related knowledge base article suggestions to help customers self-serve
  • Automations and workflows for improved efficiency of case management
  • Workflows to assign Knowledge Base articles to instantly answer frequently asked questions raised by customers

###Deliverables You Provide:

  • Overview of Customer Service Business Model and Processes
  • Operational challenges and key pain points
  • Customer Relationship Management and Customer Service growth goals

We Provide: Demo of key platform capabilities and solution benefits for case management and customer self-service portal resource creation and management Best practice recommendations for leveraging Dynamics 365 Customer Service capabilities to meet your business needs Implementation package recommendations Free Online Trial of Dynamics 365 License provisioning

###Available at additional cost

  • Admin Portal setup
  • Portal deployment packages
  • Portal Knowledge Base setup and management
  • Portal webpage design and deployment
  • Configuration of user groups, automations and workflows
  • User access setup and management including Single Sign-On
  • Dynamics 365 implementation, training, and consulting services for Customer Service, Business Central, CRM Sales, Marketing, and others.

At a glance