Microsoft Dynamics 365 Customer Service

Earn customers for life
with customer service CRM

Microsoft Dynamics 365 Customer Service enables businesses to deliver personalized, efficient, and seamless support across all channels. With AI-driven automation, companies can enhance customer engagement, streamline service operations, and improve response times - all while exceeding customer expectations.

Treat your customers with the attention they deserve

​Integrating CRM capabilities into your customer service operations is essential for delivering exceptional support experiences. With Dynamics 365 Customer Service, your team can leverage advanced CRM features to:

  • Provide seamless omnichannel support across email, chat, phone, and social media for a unified customer experience.
  • Resolve cases faster with AI-powered case management, automated workflows, and knowledge base integration.
  • Automate service processes such as ticket routing, escalation, and follow-ups to reduce response times.
  • Empower customers with self-service options, including chatbots and knowledge portals, enabling them to find answers without agent intervention.
  • Leverage real-time insights to track key performance indicators (KPIs), customer satisfaction, and agent efficiency.
  • Centralize knowledge resources with articles, FAQs, and troubleshooting guides, improving accessibility for both agents and customers.
MICROSOFT COPILOT IN DYNAMICS 365 CUSTOMER SERVICE 

Boost customer service productivity with AI-powered assistance

Imagine if your customer service team had a virtual assistant within your CRM system—one that could suggest answers, summarize conversations, and handle repetitive tasks in real time. That’s precisely what Microsoft Copilot in Dynamics 365 Customer Service delivers, enhancing your CRM experience with intelligent, AI-driven support.

Smarter, faster case resolution

No more scrambling for answers! Copilot instantly suggests solutions based on past cases and knowledge articles, helping agents resolve issues faster and more accurately. It also generates consistent email and chat responses, saving time and ensuring high-quality communication with every interaction.

Automated summaries and notes

Say goodbye to manual notetaking. Copilot handles conversation summaries and case notes automatically, reducing manual effort for agents. It also suggests responses, allowing teams to stay focused on what matters most—supporting customers effectively. 

AI-supported self-service and virtual agents

Customers get instant answers anytime with intelligent chatbots that handle routine questions around the clock. Thanks to natural language understanding, these bots deliver accurate responses and smoothly pass more complex cases to human agents when needed.

 

Improved agent productivity and customer satisfaction

Copilot recommends the next best action in real time, helping agents respond with confidence and speed. Built-in translation supports smooth communication across regions, while automation reduces repetitive work so teams can focus on more valuable tasks. 

Seamless integration and customization

Copilot works naturally within Microsoft Teams, Outlook, and Power Platform, fitting into your existing workflows without disruption. With low-code and no-code options, you can adapt it to match your specific business processes. 

 

BENEFITS OF MICROSOFT DYNAMICS 365 CUSTOMER SERVICE   

Improve customer satisfaction and overall efficiency 

At BE-terna, we support businesses in delivering exceptional customer experiences with Microsoft Dynamics 365 Customer Service—a powerful CRM solution that improves service quality, optimizes operations, and boosts efficiency. By implementing this platform, your organization gains a robust CRM framework that enhances day-to-day performance while deepening customer engagement and trust. 

Improved customer satisfaction

Delivering personalized, consistent experiences across channels—like email, chat, phone, and social media—helps improve customer satisfaction. With self-service options such as knowledge bases and AI-powered chatbots, customers can quickly find answers on their own, without waiting for agent support.

At the same time, AI-driven insights help service teams resolve issues faster and more effectively, boosting both service quality and efficiency.

Optimized customer service operations

A unified agent desktop brings together case histories, AI-driven recommendations, and automated workflows—helping teams respond to customer inquiries more efficiently. By streamlining ticketing, case tracking, and escalations, businesses can resolve issues faster while maintaining a high level of service quality.

Intelligent automation assigns cases based on workload and expertise, ensuring the right agent handles the right request. Managers gain real-time visibility into cases and service analytics, enabling them to track performance and drive continuous improvement.

AI-powered chatbots and virtual assistants handle routine inquiries, reducing agent workload and freeing up time for more complex needs. By connecting customer interactions across web, email, phone, SMS, and social media, businesses can deliver a seamless, consistent service experience.

Increased efficiency

Automation reduces manual work, allowing agents to focus on complex issues that need human expertise. Seamless integration with Microsoft 365 and other business applications enables better collaboration and real-time access to information.

AI-powered automation streamlines repetitive processes, helping lower operational costs. Self-service portals and virtual support tools let customers resolve common questions independently—boosting efficiency and customer satisfaction.
  • Centralise customer service data  
  • Have an overview of every customer  
  • Efficiently manage customer cases  
  • Improve customer communication  
  • Automate workflows 
  • Analyse and report customer service 
  • Track the SLA status and monitor compliance with service levels  
  • Automatically escalate issues that are not being handled according to SLA  
  • Create SLA reporting 
  • Enable SLA configuration, notification 
  • Analyse key performance metrics 
  • Create an SLA dashboard to provide real-time visibility of the performance 
  • Create and manage knowledge articles  
  • Categorise and organise articles 
  • Search for articles 
  • Manage article versions 
  • Assign articles to CS agents 
  • Measure articles effectiveness 
  • Improve case management  
  • Route and prioritise cases  
  • Provide a consistent and personalised experience  
  • Monitor and manage response times 
  • Monitor and respond on social media 
  • Provide a single interface for agents 
  • Build customisable dashboards  
  • Enable real-time data visualisation  
  • Predict the future with data analytics and machine learning  
  • Create a historical trend analysis 
  • Segment customers 
  • Monitor and report on KPAs 
  • Root cause customer service issues  
  • Build FAQ for customers  
  • Develop interactive voice responses  
  • Offer live chat (CS expert or VR chatbot)  
  • Build community forums where customers can help each other or CS experts  
  • Offer E-mail support to customers 
  • Offer a mobile app for a better experience  
  • Build tracking and reporting  
Gartner® Report: Transform Your CRM Culture for Generative AI with 5 Essential Steps
Microsoft Dynamics 365 applications

Explore additional Dynamics 365 CRM applications

Microsoft Dynamics 365 Customer Service is built on Microsoft’s secure cloud-based Power Platform and is part of the Dynamics 365 ecosystem. It leverages AI-driven automation, advanced analytics, and seamless collaboration across Microsoft applications to optimize customer service.

Our promise is success from day one 

BE-terna: Your trusted partner in Dynamics 365 Customer Service

With over 2,000 successful implementations worldwide, we are your trusted partner throughout your Dynamics 365 journey.  

Implementation

Seamless implementation for immediate impact   

We tailor Customer Service CRM to your business needs, optimizing processes and empowering your sales team with the right tools from day one. 

Upgrade

Upgrade your existing solution and bring your business to the next level        

Whether you’re upgrading from an older version or migrating from another CRM, we make the process seamless and stress-free. 

Support

Ongoing support for continuous success.

We will support you along your journey, whether you are looking for a new support partner or as a follow-up process after the implementation.

Microsoft Dynamics 365 platform has really boosted our customer care operations and changed the way we identify, collect, store and communicate important aspects of our everyday processes.

Vladan Bukušić, Customer Relations Manager
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The highlights were the ability to quickly implement the solution, adapt it the specific requirements of the business process and integrate it with internal and external systems, such as GPS and mobile messaging.

Janez Leskovec, Head of Warranty and Extended Warranty Department
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The implemented D365 CRM solution from BE-terna helps us to better serve our customers. Customers, products as well as employees are networked, future potentials can be recognized and put into practice.

Patrick Haacke, Chief Sales Officer
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We chose BE-terna and Microsoft because the Microsoft D365 solution gives us the opportunity to optimise both processes and communication via one single platform.

Rogier Wesling, Managing Director/Chief Digital Officer
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 Frequently Asked Questions