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Microsoft Dynamics 365 Customer Service

Improve customer loyalty and retention with Microsoft Dynamics 365 Customer Service.

Improve loyalty and retention with Microsoft Dynamics 365 for Customer Service.

Microsoft Dynamics 365 Customer Service is a model-driven business application that uses built in intelligence to help businesses deliver faster, personalized support that adds value to every interaction. This application saves agents’ time, unifies service provision and helps your business to build and retain lifelong customer relationships.

Infinity Group are a specialist Microsoft Dynamics 365 Customer Service partner and have a proven track record of tailoring and implementing Microsoft Dynamics 365 for Customer Service across many different verticals.

Defacto AI Group

Microsoft Dynamics 365 for Customer Service

Earn loyalty

Deliver a personalized service to your customers to help them gain trust in your ability

Improve retention

Seamlessly deliver the right answers to your customers at the right time across multiple channels

Improve customer service

Proactively address issues by monitoring customers intent and sentiment and behavioral patterns

Boost efficiency

Enable your workforce to make smart decisions and provide a consistent service

Benefits of Dynamics 365 Customer Service

Improved Customer Experience: Intelligent case management features such as Virtual Agents guarantee quick response times and a professional, standardized process.

Efficiency: Dynamics 365 Customer Service simplifies the agents’ work and takes away the need for manual data entry. Agent’s will no longer have to search for the relevant information, or trawl back through conversations to form the correct responses. Instead, Customer Service streamlines everything and manages agents’ time with inbuilt scheduling and reminder capabilities. 

Innovation: Data from Customer Service Insights and Customer Voice allows Agents to analyse data and conversations to identify areas they need to improve. Managers can identify their agents’ strengths and weaknesses and work with them to rectify any difficulties to equip them to deliver better customer service.

Benefits of Microsoft Dynamics 365 Sales

Customer Service Insights

Dynamics 365 Customer Service utilizes information from customer service insights to personalize every interaction an agent has with a client. These useful Insights capture a 360-degree view of the customer’s journey and ensure that an agent always has the background information they need to properly assess and assist a customer’s enquiry.

Customer Dashboard

Every customer will have an easily accessible customer dashboard; this is where all of their information will be stored and where every interaction an agent has with each customer will be recorded. All this information can be quickly analyzed and shared in the knowledge base with other agents.

Customer Voice

A useful tool included within Dynamics 365 Customer Service is Customer Voice. Customer Voice measures and configures customer feedback using surveys. This data then enables you to analyse trends and inform actions to increase engagement and customer satisfaction.

Case Management

Microsoft Dynamics 365 Customer Service streamlines communication and case management by creating queues and scheduling meetings to help you organize, priorities, and monitor your work progress and load. These effective reminders setting ensures your customers are not left waiting, receive the right communication at the right time and your sales agents never miss an opportunity.

Chat Add-In

There is the option to use an inbuilt chat function which enables users to converse with customers via live chats. The chats are recorded and stored and can be easily transferred between agents. Conversations can be managed across channels meaning that an agent can also communicate with a client on the client’s medium of choice such as Microsoft Teams or WhatsApp, this is a great alternative to email.

Power Virtual Agents

Power Virtual Agents, are bots that use information from Sales Insights to streamline customer interactions and remove the need for time-consuming manual data entry. Once the Virtual Agent has had the initial conversation and data entry, it will refer customers to the most appropriate agent using intelligent case routing. The human agent will then be given all the information to assist.

Our implementation approach for Microsoft Dynamics 365

We run each of our Microsoft Dynamics 365 for Customer Service projects using the Agile project management approach. This is a flexible methodology that consists of robust planning, evolutionary development, efficient budgeting and communication between both the client and our project teams.

We choose to operate using this methodology because it gives our customers greater control over the final solution and ensures best use of budget due to the way they can change the direction of the development and implementation from one ‘sprint’ cycle to the next.

Customer Service application example integrations

The Dynamics 365 Customer Service app is integrated with numerous communications apps so that customers can converse with agents on a platform of their choice including SMS, Facebook Messenger, WhatsApp, WeChat, Line and more.

The Microsoft Teams integration means that data and channels can be easily shared within the business between professionals. It also gives managers easy access to their agents to manage their progress and oversee any authorization that is necessary