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AGENDA
● What is a Good Customer Service?
● Need of Customer Service
● What’s Possible: Using Customer Service in Dynamics 365
● Introduction
● Customer Service : Service Management & Service Scheduling
● Services Management Entities
● Case Management in Dynamics CRM
● What is a Queue?
● Service Level Agreement (SLA)
● Conclusion
What is Good Customer Service in Dynamic 365
● Customer service refers to the services you and your workers provide before,
during, and after a purchase.
● It is, for example, how you interact with your consumer.
● Improving your customer service abilities results in higher client satisfaction and
a more pleasurable experience for them.
● Good customer service leads to client pleasure, even if it requires additional
resources, time, and money.
● Providing excellent Dynamic 365 Customer Service can help you expand and
grow your company.
Need of Customer Service in Dynamic 365
● The best customer service builds trust.
● Customer service is more important than price.
● Brand awareness will increase.
● A good customer service reduces difficulties.
● It entices the customer.
What's Possible: Using Dynamics 365's Customer Service
● Delivering outstanding customer service entails equipping your service team
with all they need to provide an experience that will enhance customer loyalty.
● In this presentation, we'll look at the enhanced features and advantages that
using a service from Microsoft Dynamics CRM can offer your company.
INTRODUCTION
● Customer Service Module is one of the most powerful and frequently
overlooked aspects of Microsoft Dynamics 365.
● You can use it to control and monitor customer service activity within your
company. To improve customer service, use Dynamics 365
● Track Customer services through cases
● Share knowledge base information
● Make queues and send cases to the appropriate channel.
● Specify service conditions using entitlements
● Create queues , and route cases to right channel
Customer Service : Service Management & Service
Scheduling
● There are two main function sets that make up the customer support
functionality:
● Service Management
● Service Scheduling
● Cases, an incident-based service, are supported by service management.
● Service Scheduling: It assists businesses in keeping track of the many
service kinds, their scheduling, and the resources required to carry them out.
Case Management in Dynamics CRM
● The case entity offers incident-based tracking for potential customer
problems.
● To track a customer's request, inquiry, or issue, for instance, a customer care
agent can establish an incident (or case). The incident entity allows for the
tracking of all communications and actions.
● One of the three states—Active, Resolved, or Cancelled—can apply to an
incident.
What is a Queue?
● A queue is simply a collection of "Work items" such as cases, activities, or
other entity types.
● Queues are used to arrange and keep track of "jobs" that are awaiting
processing.
● Queues enable a group of unique entity records, such as cases, to work on or
claim queue items. Users can also see who is working on what.
Service Level Agreement (SLA)
● Service Level Agreements (SLA) provide a simple method to monitor the
amount of time it takes your service agents to address support inquiries.
● Depending on the reason for the support request's status, SLA allows users
to pause the countdown.
● For instance, the status reason "waiting on customer" would suspend the
timer until the status reason changes if a service agent is awaiting specific
information from the customer.
Conclusion
● Providing outstanding customer service results in satisfied customers
● Unhappy clients are less likely to recommend your business to others and are
less likely to purchase again.
● A well-defined business process, excellent information, and a consistent,
repeatable methodology are all necessary for providing outstanding customer
service.
● Every company, in my opinion, needs to make sure that its consumers
become "promoters" rather than "detractors" who spread the word about
them.

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Microsoft Dynamic 365 Customer Service.pptx

  • 1.
  • 2. AGENDA ● What is a Good Customer Service? ● Need of Customer Service ● What’s Possible: Using Customer Service in Dynamics 365 ● Introduction ● Customer Service : Service Management & Service Scheduling ● Services Management Entities ● Case Management in Dynamics CRM ● What is a Queue? ● Service Level Agreement (SLA) ● Conclusion
  • 3. What is Good Customer Service in Dynamic 365 ● Customer service refers to the services you and your workers provide before, during, and after a purchase. ● It is, for example, how you interact with your consumer. ● Improving your customer service abilities results in higher client satisfaction and a more pleasurable experience for them. ● Good customer service leads to client pleasure, even if it requires additional resources, time, and money. ● Providing excellent Dynamic 365 Customer Service can help you expand and grow your company.
  • 4. Need of Customer Service in Dynamic 365 ● The best customer service builds trust. ● Customer service is more important than price. ● Brand awareness will increase. ● A good customer service reduces difficulties. ● It entices the customer.
  • 5. What's Possible: Using Dynamics 365's Customer Service ● Delivering outstanding customer service entails equipping your service team with all they need to provide an experience that will enhance customer loyalty. ● In this presentation, we'll look at the enhanced features and advantages that using a service from Microsoft Dynamics CRM can offer your company.
  • 6. INTRODUCTION ● Customer Service Module is one of the most powerful and frequently overlooked aspects of Microsoft Dynamics 365. ● You can use it to control and monitor customer service activity within your company. To improve customer service, use Dynamics 365 ● Track Customer services through cases ● Share knowledge base information ● Make queues and send cases to the appropriate channel. ● Specify service conditions using entitlements ● Create queues , and route cases to right channel
  • 7. Customer Service : Service Management & Service Scheduling ● There are two main function sets that make up the customer support functionality: ● Service Management ● Service Scheduling ● Cases, an incident-based service, are supported by service management. ● Service Scheduling: It assists businesses in keeping track of the many service kinds, their scheduling, and the resources required to carry them out.
  • 8. Case Management in Dynamics CRM ● The case entity offers incident-based tracking for potential customer problems. ● To track a customer's request, inquiry, or issue, for instance, a customer care agent can establish an incident (or case). The incident entity allows for the tracking of all communications and actions. ● One of the three states—Active, Resolved, or Cancelled—can apply to an incident.
  • 9. What is a Queue? ● A queue is simply a collection of "Work items" such as cases, activities, or other entity types. ● Queues are used to arrange and keep track of "jobs" that are awaiting processing. ● Queues enable a group of unique entity records, such as cases, to work on or claim queue items. Users can also see who is working on what.
  • 10. Service Level Agreement (SLA) ● Service Level Agreements (SLA) provide a simple method to monitor the amount of time it takes your service agents to address support inquiries. ● Depending on the reason for the support request's status, SLA allows users to pause the countdown. ● For instance, the status reason "waiting on customer" would suspend the timer until the status reason changes if a service agent is awaiting specific information from the customer.
  • 11. Conclusion ● Providing outstanding customer service results in satisfied customers ● Unhappy clients are less likely to recommend your business to others and are less likely to purchase again. ● A well-defined business process, excellent information, and a consistent, repeatable methodology are all necessary for providing outstanding customer service. ● Every company, in my opinion, needs to make sure that its consumers become "promoters" rather than "detractors" who spread the word about them.