Customer Service Report

Introducing our business data assistance app, specifically designed to support businesses using Dynamics 365 Customer Service. This app features a pre-built report that seamlessly connects to your Dynamics 365 Customer Service data, providing valuable insights into your customer service operations.

Benefits of Using Our App:

• Say goodbye to tedious spreadsheet work.
• Gain quick insights from visually stunning and informative data representations.
• Effortlessly monitor your customer service operations.
• Facilitate easy sharing of the app across your organization.

Report Features

• Overview: This page provides a high-level overview of the customer service performance. It highlights total cases, open cases, average resolve time, SLA compliance, and CSAT score while showing trends by month and quarter for quick insight into service effectiveness. It also throws some light on how quickly a case is being resolved on average by priority.
• Case Analysis: Dive deeper into case management metrics. This page shows total cases by type, origin, and priority. It also provides detailed insights into ticket closure performance by owners, enabling you to analyze efficiency by role and case priority while tracking average resolution times.
• Activity Analysis: Monitor the activities associated with your cases. This page displays the status and type of activities, along with ownership details, to ensure efficient tracking of follow-ups and tasks. It helps evaluate how activities contribute to case resolution timelines and service quality.
• Customer Analysis: Gain a comprehensive view of your customer base. This page provides insights on customer distribution by business type, geographic location, and demographics such as gender. It also includes contact method preferences and financial metrics like total income and average credit limit, helping you understand your customers better.

Prerequisites:

• A Power BI Pro license is required to install and use the app.
• To connect to data, you must have a Dynamics 365 Customer Service Account.

Ready to transform your customer service operations? Get started today by contacting Addend Analytics at kamal.sharma@addendanalytics.com to seamlessly integrate your Dynamics 365 data into Power BI.