Microsoft Dynamics 365
Customer Service

Microsoft Dynamics Customer Service is referred to as the high-end solution that helps to connect, engage, and drive potential customers as well as enables them to resolve their issues in real-time. This CRM Engagement solution by Microsoft helps to automate your customer data and enables you to serve them with omnichannel facilitation. Microsoft's CRM solution is designed to automate customer service processes, streamline customer data, and serve them the timely solution they anticipate.

To install Dynamics 365 Customer Service, you are required to install it manually using your instance. Also, make sure to assign user roles before your users start using the newly installed and configured system.

Here are the steps to be followed while installing Dynamics 365 Customer Service:

• Administrators need to sign in Power Platform Administration Center.
• In the next step, drop-down the list of 'Resources' and then, select Dynamics 365 Apps.
• Now, select and install 'Customer Service Team Member'.
• After choosing the 'Customer Service Team Member' panel, the next step is to select an environment leveraging the list.
• Select 'Terms of Service' and then click to 'install'.
• Assign required user roles using the Customer Service App.

Dynamics 365 Customer Service is configured and facilitated with several key features to ensure a seamless customer service experience. Here is a glimpse of a few widely used yet vital features of Microsoft's Customers Service solution:

• Monitoring and controlling customer issues and ensuring case management.
• Recording customer interactions addressing the particular or related case.
• Sharing required information using the knowledge database.
• Creating queues and routing cases.
• Creating and monitoring customer service levels.
• Leveraging entitlements, defining applicable service terms.
• Tracking performance utilizing reports and dashboards in real-time.
• Creating, managing, and scheduling required customer services.
• Participating in chats and other conversations.
• Monitoring and managing conversations through all the channels configured.