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ABOUT US
SOLUTIONS 365
Business Central
Finance
Supply Chain Management
Sales
Customer Service
Field Service
Project Service Automation
Marketing
SERVICES
Business Central
Quickbooks to D365 BC Migration
Offshore Services
Upgraded NAV to BC
D365 Customer Engagements
CONTACT
HOME
ABOUT US
SOLUTIONS 365
Business Central
Finance
Supply Chain Management
Sales
Customer Service
Field Service
Project Service Automation
Marketing
SERVICES
Business Central
Quickbooks to D365 BC Migration
Offshore Services
Upgraded NAV to BC
D365 Customer Engagements
CONTACT
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Dynamics 365 For Sales Features
Omni-Channel Engagement
Unified platform for cross channel visibility of all communications.
Customer Insights with a 360-degree view in a customized dashboard.
Personalization and customer escalation based on the previous history.
Self-service and communities
24×7 help with AI-powered Bots, Community Support and Help knowledge base.
Real-time Support accessible across all platforms and devices.
Agent enablement
Role tailored customization of dashboards to ensure more informed agents and managers.
Quick escalation and customer classifications to ensure better Support at all levels.
Machine learning and advanced analytics-driven help forums and communities to provide speedy resolutions while reducing human interactions.
Unified knowledge
Single knowledge base for all levels and channels of Support.
Social Media, Chat, Call history, etc. are all stored at a unified support panel.
AI and analytics-driven improvements of the knowledge base for continuous improvements.
Digital intelligence
Real-time view of all critical metrics, services, and interactions on a customized dashboard.
AI-driven intent detection of Social posts for customer classification.
Machine Learning enabled articles and help guidelines.
Recent trends, highlights and KPI’s on one single dashboard for informed decisions.
Case Tracking
Track Cases By Agents, Customer Classification, Urgency level, Escalation, etc.
Easy to escalate cases with inter-channel escalation capabilities.
Omni-Channel communication dashboard brings communications across all platforms in one place.
Field Service Integration
If you have a team of technicians or support staff working on the field, D365 enables you to connect your field service team with other support teams.
Seamless communication between on-field and back-office teams.
Dynamics 365 for Customer Service Advantages
Empowered Agents
Informed agents take contextually guided actions with 360 view of customer status and requests.
Agents are empowered to seamlessly communicate with clients over the Phone, Email, Chat Support, or even Social Media platforms.
AI and Machine learning guided bots and support pages for regularly occurring customer requests.
Customizations, Collaborations, SLA’s, and Workflow enhancements for better user experience.
Gamification tools for Agent motivation and productivity enhancement.
Informed Agents
Centralized and easy to access knowledge base with community support.
Rich Media, like images, videos, infographics, etc. can be communicated to customers for increased first-time resolution rates.
Knowledge articles can be scheduled for periodic review to ensure information accuracy at all times.
Ease of knowledge access with categorized, tagged, and structured information.
Knowledge articles can be accessed using mobile devices, and are continuously improved by gathering end user feedback.
Business Intelligence
Customizable dashboards show real-time details and information needed at each role
Data analysis and reviews are made easier with interactive charts including data from other apps.
New reports are generated in real-time using AI and BI tools for performance reviews.
Leads and customer evaluation for up-sell, cross-sell and other similar opportunities.
Reports can be tuned for custom KPI’s and data points to give specific details of your business.