Microsoft Dynamics 365 Customer Service

Earn customers for life

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

With Dynamics 365 Customer Service your team can:

  • 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 that could suggest answers, summarise conversations, and handle repetitive tasks - all in real-time. That’s precisely what Microsoft Copilot in Dynamics 365 Customer Service delivers.    
Smarter, faster case resolution
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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. Plus, AI-powered email and chat responses ensure consistency while saving valuable time.   

Automated summaries and notes:
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Automated summaries and notes:

Say goodbye to manual notetaking. Copilot automatically summarises conversations, drafts case notes, and even suggests responses - so agents can focus on what truly matters: helping customers.  

AI-powered self-service and virtual agents
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AI-powered self-service and virtual agents

Empower your customers with intelligent chatbots that handle routine inquiries 24/7. With natural language understanding, these bots can provide accurate responses or seamlessly escalate complex issues to human agents.   

  

Boost agent productivity and customer satisfaction
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Boost agent productivity and customer satisfaction

Get the next best action recommendations to ensure agents always know the right move. Make real-time translations. Reduce repetitive work, freeing up agents to tackle high-value tasks.   

Seamless integration and customization
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Seamless integration and customization

Whether you’re using Microsoft Teams, Outlook, or Power Platform, Copilot fits right into your existing workflows. Plus, you can tailor it to your unique business needs with low-code or no-code customization.  

  

BENEFITS OF MICROSOFT DYNAMICS 365 CUSTOMER SERVICE   

Improve customer satisfaction and overall efficiency 

Microsoft Dynamics 365 Customer Service helps businesses enhance customer satisfaction, streamline service operations, and improve efficiency. Here are some key business benefits:

Improved customer satisfaction

Improved customer satisfaction is achieved by delivering personalized and consistent experiences across multiple channels, including email, chat, phone, and social media. By enabling self-service options such as knowledge bases and AI-powered chatbots, businesses empower customers to find answers quickly without waiting for agent assistance. In addition, AI-driven insights support agents in resolving issues faster and more effectively, enhancing both service quality and efficiency.
  • 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

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 Dynamics 365 Sales 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