Dynamics 365 Customer Service

 

GET STARTED

Deliver Exceptional Customer Experiences & Streamline Support

At TrellisPoint, we take pride in our implementations. We enjoy implementing D365 Customer Service because it is a comprehensive solution designed to help businesses deliver exceptional customer experiences. With our expertise, your organization can grow your customer service operations, improve efficiency, and build stronger customer relationships.
 

D365 Customer Service Key Features

Meet Customers Where They Are

Provide faster service to customers on their preferred digital channel, including email, text, social network, or virtual assistant.

enhance digital engagement

Dynamics 365 Customer Service for Managers

Service Level Agreement (SLA) Management

Service Level Agreement (SLA) Management

Allows managers to define and monitor service level agreements, ensuring that customer service standards are met consistently. Alerts and notifications help manage SLA breaches proactively.

Real-Time Analytics and Reporting

Real-Time Analytics & Reporting

Managers can access real-time analytics and customizable dashboards to monitor key performance indicators (KPIs), track team performance, and make data-driven decisions.

Workforce Optimization

Workforce Optimization

Tools for workforce management, including scheduling, workload balancing, and performance tracking, help managers optimize their team’s efficiency and productivity.

Customer Insights-1

Unified Customer Insights

Provides a 360-degree view of customer interactions across all channels, enabling managers to identify trends, anticipate customer needs, and improve service delivery.

Customer Satisfaction Metrics

Customer Satisfaction Metrics

Access to detailed customer satisfaction (CSAT) metrics and feedback mechanisms helps managers understand and improve the overall customer experience.

Dynamics 365 Customer Service for Teams

Knowledge Base Integration

Knowledge Base Integration

Provides agents with access to a comprehensive knowledge base, enabling them to quickly find accurate information and resolve customer issues faster.

AI-Powered Virtual Agents

AI-Powered Virtual Agents

Virtual agents can handle routine inquiries and provide instant responses, freeing up customer service representatives to focus on more complex issues.

Case Collaboration

Case Collaboration

Enables agents to collaborate on cases with other team members and experts within the organization, ensuring that complex issues are resolved efficiently.

Automated Workflows and Escalations

Automated Workflows & Escalations

Automates routine tasks and escalations based on predefined rules, helping agents focus on more complex issues. Automated workflows ensure that cases are handled consistently and efficiently.

Customer Timeline View

Customer Timeline View

Provides in-depth analytics and insights into customer service operations, including case trends, resolution times, and agent performance. This helps managers identify areas for improvement.

Connect with The Right Agent

Increase first-call resolution with AI-based routing that classifies issues and assigns them to the best-suited agent.

Connect with the right agent

Build on an Open & Extensible Platform

Reduce costs by building on existing capabilities and interoperating with other business applications—all on a single platform.

Build on an Open & Extensible Platform

Get Supervisor Insights

Access an omnichannel insights dashboard with AI-driven conversation and channel analytics, and KPIs all in one place.

Get Supervisor Insights

Learn Customers' Journeys

Gain insights through customers’ interactions and journeys to personalize offers and recommendations.

Learn Customers Journeys

The Economic Impact of D365 Customer Service

311% Return on Investment

40% Reduction in Average Handling Time

20% Improvement in 1st Call Resolution

15% Decrease in Misroutes

Popular Integrations with D365 Sales

office 365

Microsoft 365 and Office Applications


Integrating D365 Customer Service with Microsoft 365 and Office applications enhances communication, collaboration, and data management by syncing email and calendar events with Outlook, enabling real-time collaboration in Teams, and providing advanced data visualization with Power BI.

sales navigator

LinkedIn Sales Navigator


Provides insights into customer relationships and allows agents to engage with customers directly from Dynamics 365. This helps in personalizing customer interactions and improving engagement.

Azure

Azure and Power Platform


Leverage Azure’s AI and machine learning for predictive insights and automation, while Power Platform tools like Power BI, Power Automate, and Power Apps streamline workflows, enhance data visualization, and enable custom app development.

Business Central

Business Central and Field Service


Streamline financial management, inventory tracking, and service delivery; it enables seamless coordination of back-office processes with real-time field service operations, ensuring accurate data flow and improving overall service management.

copilot d 365 integrations

Dynamics 365 Customer Service Articles

4 min read

Boost Agent Efficiency & CX with Dynamics 365 Customer Service

In the world of customer service, technology can be a double-edged sword. The advances and tools available to enhance productivity and customer experience are exciting and developing at a furious pace. But the downside of...
2 min read

Send Text Messages Directly from Microsoft Dynamics 365

In today's fast-paced business environment, it's more important than ever to be able to communicate with customers quickly and efficiently. One way to do this is by sending text messages (SMS), which are an increasingly...
1 min read

4 New Teams Features Added to D365

4 Microsoft Teams Features Added to Dynamics 365 Microsoft continues to improve the interoperability between it’s Dynamics 365 platform and Microsoft Teams. Just this month, three new features falling under the “Context IQ”...
 

Dynamics 365 Customer Service FAQ

TrellisPoint Can Help!

Implementing Dynamics 365 Customer Service can significantly improve your customer service operations, streamline case management, and enhance customer satisfaction. At TrellisPoint, we specialize in delivering tailored implementation services that ensure you maximize the benefits of this powerful CRM solution. Our expertise ensures a smooth deployment, customized to fit your unique business needs, enabling you to provide exceptional customer experiences and drive operational efficiency.

TrellisPoint Can Help! Just Let Us Know How!