Customer Service

Every Case in One Place, Resolved Faster.

Every Case in One Place, Resolved Faster.

Every Case in One Place, Resolved Faster.

We implement Dynamics 365 Customer Service so every request, from email, the portal, chat or the phone, becomes a case with an owner, an SLA and a history. Copilot summarises long cases, finds the right knowledge article and drafts the reply.

Built on

Dynamics 365 Customer Service

Copilot Studio

Power Pages

The Difference

From Shared Inbox to Managed Service.

From Shared Inbox to Managed Service.

The value of Customer Service is control: every request has an owner, a deadline and a history. This is what changes on day one.

Today

With Dynamics 365 Customer Service

Ownership

Everyone reads the email, nobody owns it

Every request is a case with one owner and a queue

Deadlines

You learn a case is late when the customer calls

SLA timers warn before a deadline is missed, and escalate

History

Scattered across inboxes and people’s memory

One timeline per customer: emails, calls, chats and notes

Answers

Depend on who picks up the request

Approved knowledge articles suggested to every agent

Workload

Busy people get busier

Cases routed by skill, capacity and priority

Reporting

Counting emails in a spreadsheet

Live dashboards: volumes, SLA performance, top reasons

With AI

The Life of a Case.

Copilot works inside each step, and the agent stays in charge of what the customer receives.

1

Received

An email, portal form, chat or call becomes a case, linked to the customer and their order.

Automatic

2

Classified

Category and priority are suggested from the content, and the SLA starts counting.

AI suggests

3

Assigned

Routed to the right queue and agent by skill, capacity and urgency.

Automatic

4

Resolved

Copilot summarises the history, suggests knowledge and drafts the reply. The agent checks and sends.

Agent decides

5

Learned

Good answers become knowledge article drafts, so the next agent answers faster.

AI drafts, team approves

Self-Service

Let Customers Help Themselves.

Let Customers Help Themselves.

The fastest case is the one that never needs an agent. A customer portal built on Power Pages lets customers find answers, open requests and follow them, using the same cases and knowledge your team works with.

Searchable knowledge base, published from the same articles agents use

Open, update and track cases without calling or emailing

Optional Copilot Studio agent that answers first and opens a case when needed

For Managers

See Problems Before Customers Do.

See Problems Before Customers Do.

Service leads see the whole operation on one screen: what is open, what is at risk, and why customers are contacting you in the first place.

SLA risk visible per queue and per agent, in real time

Top contact reasons, so you fix causes instead of symptoms

Workload balanced across the team before anyone is overloaded

FAQ

Customer Service Questions

Customer Service Questions

What teams usually ask before they start.

Built on

Dynamics 365 Customer Service

Cases, queues, SLAs, knowledge

Copilot Studio

Self-service agents

Power Pages

Customer portal

Still have questions? We’re here to help.

Can we move from our current ticketing tool?

Yes. We map your current categories, statuses and SLAs, migrate the history you need and archive the rest, so agents start with clean data.

Do we also need Contact Center?

Can customers follow their own cases?

How do we start?

Get Started

Ready to Get Out of the Shared Inbox?

Ready to Get Out of the Shared Inbox?

Ready to Get Out of the Shared Inbox?

A 30-minute call is usually enough to see where your cases get stuck. If there is a fit, we scope the first team with a fixed price.

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