Data Management Services
Microsoft Dynamics 365 for Customer Service (previously, Microsoft Parature) aspires to help your customer service become a strong competitive advantage for your business. To do that, it needs to get properly treated by consultants and handled by implementation, migration and support engineers. And that’s where our 10 years of experience in CRM and proven technical competence come in handy. With our assistance, Dynamics 365 can put an end to the most acute customer service challenges, for example:
Pooraccessibility of customer support. With Dynamics 365 for Customer Service, your customers won’t have to tolerate spending ages on the phone or being left hanging after a sent email. Every customer will be heard and helped in reasonable time frames.Lack ofsufficient subject-matter knowledge. Your agents will be able to take a quick peek in the knowledge base and easily find the needed info to solve cases faster. Besides, they will be able to email knowledge articles to customers so that they understand your products or services better.Hardlyadequate case resolution times. With Dynamics 365 for Customer Service, you have the power to lay a clearly defined case management process as a basis for your customer support activities. This will help you fight operational ambiguity, which will contribute a lot to minimizing case resolution times.
Sales transformation with Dynamics 365 for Sales
The mission of Dynamics 365 for Sales is to organize the sales process and allow sales teams to qualify leads, nurture prospects and convert them into contracts in the most effective way. Different members of the sales team use it to their advantage.
Sales reps benefit from:
- Centralizing account and contact information.
- Taking the full control over opportunities in the sales pipeline.
- Scheduling activities and engaging with leads, prospects, and customers timely.
- Using stored sales collateral.
- Getting AI-driven insights based on historical sales data (e.g., the next best action suggested).
Sales managers use the Sales app as an effective tool for monitoring sales performance. The sales analytics is visualized in real-time dashboards that picture tracked KPIs. For example, managers instantly see all leads divided by sources, the progress for open opportunities, sales goals for their department, and many more. Sales managers can customize analytics by adding new dashboards when needed. This transparency of sales processes translates into informed strategic decision-making.
Besides, the Sales app facilitates onboarding of new team members. Since all the sales information is stored in one place, newbies can successfully join the sales process at any stage.
Key Features of Dynamics 365 for Customer Service
Omni-channel
Dynamics 365 for Customer Service covers multiple communication channels: phone calls, email, web, chats, social networks, SMS, and even IoT sensors. In social networks, Dynamics recognizes sentiment and intent in customers’ posts, finds customer problems and automatically converts them into cases. And in case with IoT sensors, Dynamics can watch the readings from your products in use and inform their owners if possible breakdowns are detected.
Case management
This feature allows you to set up a case management process supporting everything from case creation to case assignment, escalation and resolution. These actions can be performed automatically if certain pre-defined rules are met. The case record conveniently provides agents with all necessary information: case details, contact/account info, and business process flow (case stages) additional info. Also, case records display activities associated with each case, relevant posts, notes, reminders and contain a knowledge base search option.
Knowledge management
Accessed in a separate tab or directly in the case record, knowledge articles help agents find answers to customers’ questions faster. Agents can also email articles to customers. And some knowledge articles can even serve as a basis for a self-service customer portal. Apart from that, Dynamics offers a convenient visual editor to create and manage articles easier.
Service Level Agreements (SLAs) and entitlements
To manage customer service better, Dynamics 365 allows working with SLAs and entitlements. SLAs define how fast cases need to be resolved and whether they should be escalated. Entitlements illustrate customers’ rights for different types of customer service (e.g., phone support only, phone + email or exclusive support across all communication channels). To monitor response/resolution time limits promised by each type of support, you need specific SLAs for each entitlement.
Templates
To facilitate agents’ work and make it even more productive, Dynamics 365 for Customer Service provides a possibility of using templates for emails, entitlements and articles. So, instead of writing text for these 3 entities anew each time, agents can save time by using pre-written templates. Note that email templates still use customers’ names and other data to avoid impersonal communication.
Dashboards and reports
Watching over all the key customer service metrics, Dynamics 365 for Customer Service provides you with the ability to check the vital performance values of your customer service department. You can easily see such reports as, for example, the number of incoming cases broken down by a communication channel, agent or priority. These reports are available in the form of insightful dashboards.
Additional features
Here are some extra features for Dynamics 365 for Customer Service. They are available individually, as part of the more advanced pricing plans or separate Dynamics 365 tools.
Portal capabilities for Dynamics 365
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Available starting from the Enterprise plan or separately Allows creating a self-service portal for customers and takes some load off agents. Also, portals serve as an additional case source if some customers fail to find solutions on their own. |
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Voice of the Customer |
Available starting from the Enterprise plan or separately Enables creating and distributing surveys to get the much needed customer feedback. Helps to recognize weak points in customer support work. |
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Gamification |
Available starting from the Enterprise plan or separately Allows conducting games among agents to additionally motivate them for better performance. Also, this feature contributes to increasing tool adoption and agent satisfaction. |
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Embedded Intelligence |
Available starting from the Enterprise plan Watches all the data and activities stored within Dynamics 365 for Customer Service. It helps to provide agents with intelligent recommendations concerning their next steps and fast shortcuts to various parts of Dynamics 365 interface. |
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Dynamics 365 AI for Customer Service |
Sold separately Provides in-depth analytical insights into your customer service. Also enables creating virtual agents (chatbots) to facilitate the resolution of typical cases without involving human agents. |
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Unified Service Desk |
Available starting from the Enterprise plan Enables using multiple Dynamics 365 apps within one interface, which saves agents’ time on tool-switching. |
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Field Service |
Available as a separate tool (Dynamics 365 for Field Service) or starting from Customer Engagement Plan Allows managing the collaboration of field workers with customer service agents, when a customer case requires an on-site visit of a dedicated specialist. Also, this tool manages work orders and resources, schedules field service visits, etc. |
Integration capability
You can strengthen Dynamics 365 for Customer Service by integrating it with Dynamics 365 for Sales and Dynamics 365 for Marketing or with any other sales and marketing tool.
Integrating Dynamics 365 for Customer Service with a sales tool provides customer service agents with a better view of each customer. It helps not only to understand each customer’s context better and solve their cases faster but also identify new possibilities for cross- and upselling.
And integrating Dynamics 365 for Customer Service with a marketing tool provides your marketers with all the needed data to create even more personalized emails. For example, they can design email campaigns for customers who happened to experience a number of problems with your product. In those emails, they can offer discounts to make up for any inconveniences.
Also, your marketers can get alerts on particular ‘hot’ topics of your customer service cases. For example, if your customers find a new feature of your product confusing and have troubles with it, marketers can realize the need to organize a webinar dedicated to answering customers’ questions related to the new feature.
Pricing
Dynamics 365 for Customer Service plans are divided into 2 categories: the first one offers it as a single tool and the second one offers it as a part of the whole Dynamics 365 experience.
Integrating Dynamics 365 for Customer Service with a sales tool provides customer service agents with a better view of each customer. It helps not only to understand each customer’s context better and solve their cases faster but also identify new possibilities for cross- and upselling.
And integrating Dynamics 365 for Customer Service with a marketing tool provides your marketers with all the needed data to create even more personalized emails. For example, they can design email campaigns for customers who happened to experience a number of problems with your product. In those emails, they can offer discounts to make up for any inconveniences.
Also, your marketers can get alerts on particular ‘hot’ topics of your customer service cases. For example, if your customers find a new feature of your product confusing and have troubles with it, marketers can realize the need to organize a webinar dedicated to answering customers’ questions related to the new feature.
| As a single tool | As part of the Dynamics 365 platform | ||
| Dynamics 365 for Customer Service Professional | Dynamics 365 for Customer Service Enterprise | Customer Engagement Plan | Dynamics 365 Plan |
| $50 /user/ month | $95 /user/ month | $115/ user/ month | $210/ user/ month |
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Core functionality with no limit on the number of users |
Core functionality + some additional features described above (Portal capabilities, Voice of the Customer, Gamification, Embedded Intelligence, etc.) |
All Customer Service features (except those sold separately) + Sales, Marketing, Field Service, etc. |
Customer Service, Sales, Marketing, Field Service, Finance and Operations, Retail, etc. (except the features sold separately) |