This document discusses how Dynamics 365 Customer Service can help deliver connected and empathetic customer experiences through its "Enable Always-on Service" capabilities. It highlights key features of the Dynamics 365 Customer Service all-in-one digital contact center such as omnichannel engagement, artificial intelligence, unified insights, and ease of use. The presentation emphasizes how these capabilities allow organizations to provide personalized, consistent engagement across channels with AI assistance at every step and a unified view of customer interactions.
Artivatic.ai - Insurtech - First Marketing PitchArtivatic.ai
Artivatic is an Insurtech Platform. This PPT was created as First sales pitch to attract customers. A lot has been changed from 2017 to 2020. #sales #insurtech #aiplatform #tech #artivatic #healthcare #ml #ai #deeplearning #genomics
Artivatic.ai - Insurtech - First Marketing PitchArtivatic.ai
Artivatic is an Insurtech Platform. This PPT was created as First sales pitch to attract customers. A lot has been changed from 2017 to 2020. #sales #insurtech #aiplatform #tech #artivatic #healthcare #ml #ai #deeplearning #genomics
Transformation & Tradition: Reimagining the Customer-Agent Experience in Insu...Cake and Arrow
With the digitization of the insurance industry now fast underway, insurance companies are faced with the unique opportunity to leverage advances in technology to reclaim something of the bygone simplicity of the once trusted agent-customer experience, free from the mounds of paperwork, clunky technology, and complicated underwriting processes that have come to characterize buying insurance.
In this webinar, we will discuss how the insurance industry can re-imagine its own tradition of the agent-customer experience to usher in a new era of digital transformation built on trust, transparency and customer needs.
Participated in Razer Fintech Inaugural digital hackathon from 15 - 17 May 2020. Competed with a crowd of 300 (100 teams) to emerge as top 20. Proposed a community-focused Insure tech solution, utilising gamification, rewards and community spirit to increase uptake of insurance products.
Combining Property Location Analytics with Visualization to Enhance Pricing, ...Precisely
An increasing amount of data is available for a property or location, but in many cases, insurers still rely on manual intervention and visual review for many decisions.
How can carriers take advantage of more and different data while reducing the reliance on inefficient manual processes?
Whether it’s data from internal systems, external sources, or streaming information, the challenges of discovering data stored in different systems, (often in different formats) and combining in a way that is relevant for a specific user or process, can seem insurmountable.
For those situations where a manual, visual review is necessary, visualization of the data must be simple, intuitive, and deliver insight and context that is typically not available from reviewing the data itself. Done correctly, visualization will accelerate the democratizing of data and analytics so that more accurate, data-driven insights are available to all users throughout an organization.
Join this webinar to:
- Learn how data combined with visualization is being used by Insurance carriers to identify patterns, gain insights, and understand relationships
- Hear about ways to achieve a consistent view of risk across the business, understand concentration and adjacent risk, and automate many common manual processes
- See examples of data being combined and visualized, such as dynamic weather and aerial imagery, to enhance existing processes in claims and underwriting
AI in Insurance: How to Automate Insurance Claims Processing with Machine Lea...Skyl.ai
Insurance companies are looking at technology to solve complexity created by the presence of cumbersome processes and the presence of multiple entities like actuaries, support teams, and customers in the claim processing cycle.
Today, a lot of insurance companies are opting for Machine Learning to simplify and automate the processes to reduce fraudulent claims, predict underwriting risks, improve customer relationship management. This automated insurance claim process can remove excessive human intervention or manual errors and can report the claim, capture damage, update the system, and communicate with the customers by itself. This leads to an effortless process enabling clients to file their claims without much hassle.
In this webinar, we will discuss how insurers are increasingly relying on machine learning to improve claim processing efficiency and increase ROI.
What you will learn:
. Deep dive into how insurance companies are adopting AI
. Discuss prominent industry use cases
. Live demo of vehicle damage assessment for insurance claims management
Learn how digital capabilities can help insurers adapt to changing customer expectations in this new "always on", personalized environment. To learn more visit: www.accenture.com/insurancecustomeroftomorrow
The Digital Insurance Agency: Developing a Digital Transformation Plan (U.S. ...Applied Systems
To thrive today in a time of digital transformation, agents must seriously consider their technology options and develop a digital transformation plan. It’s no longer viable to remain un-automated and consumers expect mobile and self-service technology during all interactions. To become a digital agency, a business must have a digital transformation plan and the five capabilities in place to support digital strategies.
Please find here our first Insurance Review on Digital Disruption of the Insurance sector. We've put together the best, most shared and liked articles on this topic. All articles have been published before on our Financial Services blog
How can TCS help Banking & Financial Services industry achieve successful digital transformation through customizable solutions to stay ahead of customer's needs and drive down costs?
Speed Up Your Sales Assembly Line with Microsoft – Featuring Duncan Taylor IS...Apttus
Manufacturers succeed when their assembly lines are fast, efficient, and easy to manage. Technology solutions for manufacturing should meet the same standard so that manufacturers can sell effectively. Join Duncan Taylor, industry leader for manufacturing at Microsoft, to learn how he partnered with Apttus to enable manufacturing customers to master their Quote-to-Cash processes.
Transformation & Tradition: Reimagining the Customer-Agent Experience in Insu...Cake and Arrow
With the digitization of the insurance industry now fast underway, insurance companies are faced with the unique opportunity to leverage advances in technology to reclaim something of the bygone simplicity of the once trusted agent-customer experience, free from the mounds of paperwork, clunky technology, and complicated underwriting processes that have come to characterize buying insurance.
In this webinar, we will discuss how the insurance industry can re-imagine its own tradition of the agent-customer experience to usher in a new era of digital transformation built on trust, transparency and customer needs.
Participated in Razer Fintech Inaugural digital hackathon from 15 - 17 May 2020. Competed with a crowd of 300 (100 teams) to emerge as top 20. Proposed a community-focused Insure tech solution, utilising gamification, rewards and community spirit to increase uptake of insurance products.
Combining Property Location Analytics with Visualization to Enhance Pricing, ...Precisely
An increasing amount of data is available for a property or location, but in many cases, insurers still rely on manual intervention and visual review for many decisions.
How can carriers take advantage of more and different data while reducing the reliance on inefficient manual processes?
Whether it’s data from internal systems, external sources, or streaming information, the challenges of discovering data stored in different systems, (often in different formats) and combining in a way that is relevant for a specific user or process, can seem insurmountable.
For those situations where a manual, visual review is necessary, visualization of the data must be simple, intuitive, and deliver insight and context that is typically not available from reviewing the data itself. Done correctly, visualization will accelerate the democratizing of data and analytics so that more accurate, data-driven insights are available to all users throughout an organization.
Join this webinar to:
- Learn how data combined with visualization is being used by Insurance carriers to identify patterns, gain insights, and understand relationships
- Hear about ways to achieve a consistent view of risk across the business, understand concentration and adjacent risk, and automate many common manual processes
- See examples of data being combined and visualized, such as dynamic weather and aerial imagery, to enhance existing processes in claims and underwriting
AI in Insurance: How to Automate Insurance Claims Processing with Machine Lea...Skyl.ai
Insurance companies are looking at technology to solve complexity created by the presence of cumbersome processes and the presence of multiple entities like actuaries, support teams, and customers in the claim processing cycle.
Today, a lot of insurance companies are opting for Machine Learning to simplify and automate the processes to reduce fraudulent claims, predict underwriting risks, improve customer relationship management. This automated insurance claim process can remove excessive human intervention or manual errors and can report the claim, capture damage, update the system, and communicate with the customers by itself. This leads to an effortless process enabling clients to file their claims without much hassle.
In this webinar, we will discuss how insurers are increasingly relying on machine learning to improve claim processing efficiency and increase ROI.
What you will learn:
. Deep dive into how insurance companies are adopting AI
. Discuss prominent industry use cases
. Live demo of vehicle damage assessment for insurance claims management
Learn how digital capabilities can help insurers adapt to changing customer expectations in this new "always on", personalized environment. To learn more visit: www.accenture.com/insurancecustomeroftomorrow
The Digital Insurance Agency: Developing a Digital Transformation Plan (U.S. ...Applied Systems
To thrive today in a time of digital transformation, agents must seriously consider their technology options and develop a digital transformation plan. It’s no longer viable to remain un-automated and consumers expect mobile and self-service technology during all interactions. To become a digital agency, a business must have a digital transformation plan and the five capabilities in place to support digital strategies.
Please find here our first Insurance Review on Digital Disruption of the Insurance sector. We've put together the best, most shared and liked articles on this topic. All articles have been published before on our Financial Services blog
How can TCS help Banking & Financial Services industry achieve successful digital transformation through customizable solutions to stay ahead of customer's needs and drive down costs?
Speed Up Your Sales Assembly Line with Microsoft – Featuring Duncan Taylor IS...Apttus
Manufacturers succeed when their assembly lines are fast, efficient, and easy to manage. Technology solutions for manufacturing should meet the same standard so that manufacturers can sell effectively. Join Duncan Taylor, industry leader for manufacturing at Microsoft, to learn how he partnered with Apttus to enable manufacturing customers to master their Quote-to-Cash processes.
Webinar | Customer engagement on conversational platformsPowerup
Conversational AI in enterprises can provide the following benefits -
· Increased Engagement – Multiple customers can be managed across multiple touch points using a single solution
· Personalized Customer Service – Platform that can tailor communication-based on historical data of the customer
· Ownership of the data – Enterprises can own the conversational data to help understand the customer life cycle and improve business
· Cost Savings – A multi-faceted conversational AI solution cut down cost up to 30% in customer support
Leveraging automation in the business process has been the norm for many organizations all across the globe. Right from processing data to creating an automated workflow, enterprises today depend on automation technology to take care of their repetitive tasks or processes. As enterprises need to build strong relationships with customers, there is also a need to create better workplace experiences. That’s another strong reason that enterprises are embracing automation at a higher pace. But with the higher adoption of automation, there are a lot of assumptions are arising among industry leaders. Read this presentation by Uday Birajdar, CEO & Co-Founder at AutomationEdge to learn more.
5 ways ms dynamics 365 empowers digital transformation.pptx version 2Maitrikpaida
Cygnet as a Microsoft certified Gold Application Development Partner has been offering customized Microsoft application development services. Whether it’s our web development services, Microsoft dynamics CRM services, simply consulting or Microsoft SharePoint Development, we help enterprises maximize efficiency and drive revenue through innovation.
5 Ways MS Dynamics 365 Empowers Digital TransformationCygnet Infotech
Microsoft Dynamics 365 is a CRM suite with ERP capabilities that drives businesses towards digital transformation using the power of AI to track customer relationships. Cygnet as a Microsoft certified Gold Application Development Partner offers customized Microsoft services including dynamics CRM. This presentation highlights some important functionalities of Dynamics 365.
everything you will need to know about dynamics 365 for any additional information or free trials send one of my team a email on sales@midirasolutions.co.uk
webpage : https://www.midirasolutions.co.uk
At Gunaatita, we are a trusted Microsoft BizSpark startup end-to-end Software solutions & Web development Company that provides excellent services in Enterprise mobility solutions, Software product engineering, Content Management System, CRM and Mobile applications using Java & .Net Technologies. We are committed to provide great value to our customers as a trusted offshore partner with our experience and expertise in cutting edge technology and highly process oriented execution.
Our main services include:
. Website Design and Development
. Enterprise Portal Development
. Mobile App Development (Android)
. E-commerce Solutions
. Service API development
Value Innovation Labs is a Technology and Consulting company focused on developing products and services for the Fintech space, specifically Digital Banking Transformation and InsurTech. We have a proven track record in developing services based on Block Chain, AI, Big Data and IoT.
For more information you can visit our website : valueinnovationlabs.com
Intro to AgilOne for Acquia Partners: The #1 CDP for Enterprise Brands Acquia
Your clients have it easy, right? Flush with piles of customer data, it should be simple to know exactly who their prospects and customers are, target them with the perfect message, and grow their revenue from the data they own.
But it's not.
There is more data than ever before, but marketers like your clients struggle to know the most basic details of their customers:
-96% of marketers are challenged in building a comprehensive, single view of the customers
-40% of marketers are unable to personalize because of the inability to link data across disparate technologies
It doesn’t have to be this hard.
On February 25th, join Acquia’s partner-exclusive AgilOne webinar to learn how you can use machine learning to help your clients unlock siloed data and gain a single view of their customers.
After this webinar you will:
-Know what is a CDP and how is it different than DMP, CRM, or MDM
-Learn about AgilOne’s unique approach to machine learning and AI, and how these capabilities directly benefit marketers.
-Understand how identity resolution creates a single customer view.
-Hear how brands like lululemon, Tumi, and Moosjaw use AgilOne to drive business results.
-Watch a live demo to learn how to create personalized campaigns across on and offline channels.
Meet AgilOne: The #1 CDP for Enterprise BrandsAcquia
Marketers have it easy, right? Flush with piles of customer data, it should be simple to know exactly who your prospects and customers are, target them with the perfect message, and grow your revenue from the data you own.
But it's not.
There is more data than ever before, but marketers struggle to know the most basic details of their customers:
-96% of marketers are challenged in building a comprehensive, single view of the customers
-40% of marketers are unable to personalize because of the inability to link data across disparate technologies
It doesn’t have to be this hard.
On February 19th, join Acquia’s debut AgilOne webinar to learn how you can use machine learning to unlock siloed data and gain a single view of your customers.
Marketers will:
-Know what is a CDP and how is it different than DMP, CRM, or MDM
-Learn about AgilOne’s unique approach to machine learning and AI, and how these capabilities directly benefit marketers.
-Understand how identity resolution creates a single customer view.
-Hear how brands like lululemon, Tumi, and Moosjaw use AgilOne to drive business results.
-Watch a live demo to learn how to create personalized campaigns across on and offline channels.
Dynamics Day 2014: Keynote - Delivering Amazing Customer ExperiencesIntergen
Adrian Johnston, Vice President, Microsoft Dynamics Asia and Stephen Fowler, Director of Solutions – CRM Asia, discuss Microsoft’s plans for Microsoft Dynamics and the cloud.
Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.
If you are looking for a pi coin investor. Then look no further because I have the right one he is a pi vendor (he buy and resell to whales in China). I met him on a crypto conference and ever since I and my friends have sold more than 10k pi coins to him And he bought all and still want more. I will drop his telegram handle below just send him a message.
@Pi_vendor_247
Even tho Pi network is not listed on any exchange yet.
Buying/Selling or investing in pi network coins is highly possible through the help of vendors. You can buy from vendors[ buy directly from the pi network miners and resell it]. I will leave the telegram contact of my personal vendor.
@Pi_vendor_247
where can I find a legit pi merchant onlineDOT TECH
Yes. This is very easy what you need is a recommendation from someone who has successfully traded pi coins before with a merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi network coins and resell them to Investors looking forward to hold thousands of pi coins before the open mainnet.
I will leave the telegram contact of my personal pi merchant to trade with
@Pi_vendor_247
when will pi network coin be available on crypto exchange.DOT TECH
There is no set date for when Pi coins will enter the market.
However, the developers are working hard to get them released as soon as possible.
Once they are available, users will be able to exchange other cryptocurrencies for Pi coins on designated exchanges.
But for now the only way to sell your pi coins is through verified pi vendor.
Here is the telegram contact of my personal pi vendor
@Pi_vendor_247
Yes of course, you can easily start mining pi network coin today and sell to legit pi vendors in the United States.
Here the telegram contact of my personal vendor.
@Pi_vendor_247
#pi network #pi coins #legit #passive income
#US
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
what is the future of Pi Network currency.DOT TECH
The future of the Pi cryptocurrency is uncertain, and its success will depend on several factors. Pi is a relatively new cryptocurrency that aims to be user-friendly and accessible to a wide audience. Here are a few key considerations for its future:
Message: @Pi_vendor_247 on telegram if u want to sell PI COINS.
1. Mainnet Launch: As of my last knowledge update in January 2022, Pi was still in the testnet phase. Its success will depend on a successful transition to a mainnet, where actual transactions can take place.
2. User Adoption: Pi's success will be closely tied to user adoption. The more users who join the network and actively participate, the stronger the ecosystem can become.
3. Utility and Use Cases: For a cryptocurrency to thrive, it must offer utility and practical use cases. The Pi team has talked about various applications, including peer-to-peer transactions, smart contracts, and more. The development and implementation of these features will be essential.
4. Regulatory Environment: The regulatory environment for cryptocurrencies is evolving globally. How Pi navigates and complies with regulations in various jurisdictions will significantly impact its future.
5. Technology Development: The Pi network must continue to develop and improve its technology, security, and scalability to compete with established cryptocurrencies.
6. Community Engagement: The Pi community plays a critical role in its future. Engaged users can help build trust and grow the network.
7. Monetization and Sustainability: The Pi team's monetization strategy, such as fees, partnerships, or other revenue sources, will affect its long-term sustainability.
It's essential to approach Pi or any new cryptocurrency with caution and conduct due diligence. Cryptocurrency investments involve risks, and potential rewards can be uncertain. The success and future of Pi will depend on the collective efforts of its team, community, and the broader cryptocurrency market dynamics. It's advisable to stay updated on Pi's development and follow any updates from the official Pi Network website or announcements from the team.
The secret way to sell pi coins effortlessly.DOT TECH
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just telegram this number below. I sold about 3000 pi coins to him and he paid me immediately.
Telegram: @Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
DFS21_Workshop_Emile Vermeulen and Jonathan D'haene_Microsoft_211130
1. Deliver connected and
empathetic customer experiences
with “Enable Always-on Service”
With the All-in-one digital contact
center of Dynamics 365 Customer Service
Emile Vermeulen – Technology Specialist D365
Jonathan D’haene – Technology Specialist D365
2.
3. Key Trends in the Banking Industry
Evolving customer experience expectations
Surging demand for remote work, selling, and servicing
Legacy systems impeding innovation and transformation
Increased regulation constraining growth and adding costs
Expanding power of Fintech firms
Growing cyber threats and financial crime
4. Digital transformation is accelerating
10%
8%
1%
7%
11%
8%
16%
18%
14%
7%
5%
14%
9%
5%
10%
4%
3%
8%
All industries
Consumer
Energy
Industrial goods
Health care
Tech, Media & Telco
Insurance
Financial institutions
Public sector
Percentage of respondents by views on the urgency of digital transformation in light of COVID-191
Become more urgent No change Become lower priority
1 Source: BCG “The Evolving State of Digital Transformation”, September 2020
7. Omnichannel experience in
Customer Service:
Continual contextual
engagement
Enable agents to provide personalized service by
giving them a unified view of the customer across
communication channels and engagement
touchpoints
Case
Management
Knowledge
Management
Phone
IoT
Forums
Field
Service
Email First-time
fix
Positive
sentiment
Agent
Omnichannel
Experience
Supervisor
support
Web
Business
processes
Chat
Enhanced
knowledge
base
Deeper
customer
insights
In-app
support
Mobile
Co-browse
Surveys
Messaging
Social
Entitlements,
SLAs,
escalations
8. Create Bot using simple, graphical interface
Improve Bot performance to continue evolving
your business
Power Virtual
Agents
Lifecycle
Get topics to build upon from FAQs, sites, or
Customer Service Insights
Publish Bot to external and internal channel
9.
10. Manual queue-based routing leads to:
• High TCO due to queue explosion, manual assignment and constant queue supervision
• Lower SLA attainment and lower First contact resolution(FCR) due to manual ‘cherry picking’ by agents
• Customer Dissatisfaction due to error prone work distribution
Traditional Routing
11. Unified Routing in Dynamics 365
An omnichannel and intelligent routing and assignment service that can assign incoming work items to the best-suited
worker or queue.
CUSTOMER
Omnichannel
engagement
Omnichannel
engagement
Automated classification
Automated classification
Sentiment model
Skill finder
Effort estimate
+ Flows / Rules
Intelligent assignment
Intelligent assignment
Prioritization
By skill
By capacity / presence
+ Queues
AGENT
CUSTOMER SIGNAL
DEEPER RELATIONSHIPS
Data
+
Intelligence
Data
+
Intelligence
MANAGER
OPERATIONAL DATA
EMPLOYEE SIGNAL
MORE EFFICIENT OPS
MORE EFFECTIVE EMPLOYEES
12. Omnichannel engagement with Dynamics 365
helps you deliver world-class service
Personalized,
connected engagement
across channels
AI at every step Unified insights
across all
customer interactions
13.
14. Personalized, connected engagement across channels
AI at every step
Unified insights across all customer interactions
Easy to start, easy to scale
15.
16. Deliver consistent and intelligent experiences
Improve conversations with connected data, relevant responses, and quicker resolutions
Key features:
A consistent, 360-degree view of the customer across all channels
Intelligent, conversational Power Virtual Agents as an IVR
AI-based routing for all interactions, including all incoming calls
Increased collaboration with other agents with embedded Microsoft Teams
Benefits:
Improved customer experience
Improved agent productivity
Higher rate of resolution of customer requests
Better ability to answer difficult customer questions
Reduced number of call escalations or transfers
*Interactive Voice Response
17. Personalized, connected engagement across channels
AI at every step
Unified insights across all customer interactions
Easy to start, easy to scale
18.
19. Enrich customer and agent engagement with AI
Automate routine tasks, discover insights and recommendations using infused first-party AI
Key features:
Real-time transcription reduces the need for agents to take notes
Real-time translation of conversations across multiple languages
Live sentiment analysis provides a pulse on customer emotions
Proactive, AI-driven recommendations empower agents to resolve customer
issues faster and increase agent productivity
Benefits:
Improved agent productivity
Higher rate of resolution of customer requests
Better ability to answer difficult customer questions
Reduced number of call escalations or transfers
20. Personalized, connected engagement across channels
AI at every step
Unified insights across all customer interactions
Easy to start, easy to scale
21.
22. Have an end-to-end view of customers
Breakdown data siloes between channels with a single, secure data platform
Key features:
Advanced AI analyzes all conversations across every channel
Rich KPI and insights provide a holistic view of the contact center
Benefits:
Improved customer experience
Improved agent productivity
Higher rate of resolution of customer requests
Better ability to answer difficult customer questions
Reduced number of call escalations or transfers
24. Power BI
Power Apps
Power
Automate
Analyze data from
apps and bots
Power
Virtual
Agents
Automate response
metrics
Drive business
processes
Improve engagements
with customers and
employees
Low Code
Drag and drop plus Excel-like formulas
for functionality
Code First
Professional development and extensibility
across Microsoft
No Code
Drag and drop experiences that are like
PowerPoint
Dataverse
AI Builder Data Connectors Management Tools
25. RPA in Power Automate
Automate any desktop-based task with access to 500+ actions and flexible authoring
26. Robotic Process Automation (RPA)
Build desktop flows in Power Automate for desktop
About RPA Power Automate
Apps
Power Automate for desktop
Capability
Desktop flows
Automate your desktop by creating software
robots that act like humans interacting with the
user interface (UI).
Technology
Robotic process automation (RPA)
Description
Connect between legacy and modern
systems, even if they don’t have an API
Benefits
32. Streamline your business processes
Integrate insights across your business processes with process advisor
Build at scale
Intuitive interface for all users
Identify bottlenecks
Incorporate automation with ease
Gain deeper insights
Discover inefficiencies in your
workflow
35. Go further with AI builder
Build intelligent experiences
Build
Invoke an AI model with specific
workflows, data, and AI Builder.
Train
Embed AI into processes without
the help of a data scientist.
Publish
Build robust, dynamic automations.
40. Westpac builds valuable customer relationships with Dynamics 365
ABN AMRO Chooses D365 to Build the Bank of the Future
“By allowing our employees to service the customers’ needs rather than dealing with
administrative demands, we can save time, reduce costs, and increase both employee and
customer satisfaction—all while reducing time-to-market with new capabilities” - Bo Irish
Stephenson: Director of CRM ABN AMRO
“The capabilities offered by Dynamics 365 as a standalone product were impressive. But it was
the combination of that with Microsoft 365 and Azure that led us to give our recommendation to
proceed with Microsoft Dynamics 365.” - Bo Irish Stephenson: Director of CRM ABN AMRO
41. “We’re trying to make SpareBank 1 SR-Bank the best combination of the digital world and
the relationships that our people build with our customers—and Dynamics 365 Customer
Service is instrumental to that.” - Fredrik Tjaum, Team Leader, Customer and System
Management, SpareBank 1 SR-Bank
The bank can now take a standardized approach to its customer experiences, so every
customer gets fast, accurate, and personalized service. Bank’s call centers generate more
than 1,000 opportunities each month during the service process. Dynamics 365 is boosting
Spare Bank’s customer satisfaction.
SpareBank 1 SR-Bank delivers streamlines, personalized customer experiences with Dynamics 365
42. Imagine you can deliver those connected and
empathetic customer experiences…
45. ELEVATE AGENT EFFECTIVENESS
Omnichannel for Customer Service
Differentiated capabilities
• Agent macro enhancements
• Agent scripts and quick reply categorization
• Real-time sentiment analysis and sentiment shift notification
• Real-time translation
• Desktop notifications for incoming conversations
• Digital messaging support for Twitter, WeChat, LINE, and SMS
through Twilio
• Elevate live chat conversation to a voice/video call
• Omnichannel supervisors experience
• Routing and work distribution
• Embedded collaboration with Microsoft Teams
• Advanced robotic process automation
• Co-browse capabilities *
• Remote desktop capabilities *
46. Benefits of the Voice Channel in Dynamics 365
Expensive, fragile
integrations
All-in-one Customer Service
solution
Multi-vendor
complexity
All from Microsoft, on the
Microsoft Cloud
Inconsistent service
across channels
Seamless customer journeys
across all channels
Disjointed analytics
and insights
True omnichannel analytics
and insights
47. Benefits of the native voice channel in Dynamics 365
All-in-one Customer
Service solution
With voice offered natively
alongside other digital channels
and CRM, Dynamics 365 is the
one-stop-shop for an omnichannel
customer service solution that
spans voice, digital messaging, and
case management. Admins have a
highly consistent, easy-to-use
administration experience across
the entire solution, with no
integrations required.
All from Microsoft, on
the Microsoft Cloud
Provide consistent security and
compliance that you can trust,
powered entirely by the
Microsoft Cloud.
Streamline contracting, billing and
accountability by acquiring the full
solution directly from Microsoft.
Seamless customer
journeys across all
channels
Agents have the full customer
journey across digital and voice
channels available, along with
consistent workflows, intelligent
routing, virtual agents and
leading-edge AI, so they can offer
personalized and AI-driven service
to customers every time across all
channels of engagement.
True omnichannel
analytics and insights
By unifying the voice data with
case and digital channels,
organizations can produce true
omnichannel analytics, insights and
AI. Businesses can easily identify
cross-channel emerging issues,
evaluate operation and agent
performance across all channels,
and capture fully connected
customer journeys.
48. ELEVATE AGENT
EFFECTIVENESS
Dynamics 365 Customer Service or Field Service:
Consistent experience with customer
and case records
• Create and manage cases with a holistic view of the customer
• Utilize parent/child rules to define set automation rules to speed
up customer interactions
• Configure your automation preferences to create a case from an
IoT alert, email, or incoming interaction
• Set up rules for creating or updating records automatically
• Leverage suggested similar cases to research potential resolution
paths
Learn more on Microsoft Docs
49. ELEVATE AGENT
EFFECTIVENESS
Dynamics 365 Customer Service or Field Service:
Understand customer expectations with
centralized contracts and agreements
• Define what kind of support your customers are eligible for by
creating entitlements in Dynamics 365 Customer Service or
Dynamics 365 Field Service
• Specify the support term based on number of hours or number
of cases
• Vary support levels based on the product or service that the
customer has purchased
• Create and assign entitlements with easy-to-use entitlement
templates
Learn more on Microsoft Docs
50. ELEVATE AGENT
EFFECTIVENESS
SLA Management:
Ensure SLA compliance to drive high
CSAT
• Include detailed items to define metrics or KPIs to attain that
service level in Dynamics 365 Customer Service
• Additional things you can do with SLAs:
– Associate an SLA with an entitlement so that when an entitlement
is added to a case, the associated SLA is
also applied
– Extend SLAs to other entities (i.e. account number, contact, order,
invoice, quote, opportunity)
– Pause an SLA when a case is on hold, so that the time the case is on
hold isn't considered in SLA calculations
– Add success actions to an SLA
Learn more on Microsoft Docs
51. ELEVATE AGENT
EFFECTIVENESS
Real-time Translation:
Provide consistent global service
• Remove artificial barriers to interact with customers across
hundreds of languages – all while using your existing contact
centers, service desks, and staff
• Provide support in customer’s native language
• Support multiple languages in real-time
• Bring in third-party translation services with real-time translation
enabled as a plug-in
• Provide native implementation through Azure Cognitive Services
Learn more on Microsoft Docs
52. ELEVATE AGENT
EFFECTIVENESS
Agent Productivity tools in Omnichannel for
Customer Service:
Elevate Employee Effectiveness
• Give your agents OOB productivity tools such as:
– Real-time sentiment
– Quick replies
– Website activity history
– Agent guidance with Macros
– Smart Assist with Macros
• Interact with customers and see live sentiment enabled by AI
through the communications panel
• Navigate out-of-box and custom entities and access any third-
party Line-of-Business applications extended within the
Omnichannel for Customer Service app through the Applications
Tab panel
Learn more on Microsoft Docs
53. ELEVATE AGENT
EFFECTIVENESS
Omnichannel Agent Dashboard:
Agent workflow
proficiency
• Accelerate case resolution with context aware data
• Ensure agents are receiving real-time data to ensure fastest path
to customer resolution
• Engage with multiple customers at once and have everything you
need to solve the issue in a single pane
• Use AI-driven data to create on-demand feedback for common
customer escalation
– Session panel: Work on multiple customer sessions simultaneously
while preserving customer context
– Unified Interface application area: See the different work items in
streams from the dashboard; administrators can customize the
dashboard
Learn more on Microsoft Docs
54. ELEVATE AGENT
EFFECTIVENESS
AI-driven similar cases and knowledge article
recommendations:
Quicker resolution by surfacing relative
information
• Real-time recommendations to help take actions while interacting
with customer
• Powered by AI to suggest recommended knowledge articles and
similar case suggestions
• For recommended knowledge articles, easily see the title, brief
summary, provide feedback on relevancy and send to customer
with just one click
• For similar case suggestions, see the title of case, summary of case
resolution, link to current case and copy resolution or email agent
with just one click
Learn more on Microsoft Docs
55. ELEVATE AGENT
EFFECTIVENESS
Agent Scripts in Omnichannel for Customer Service:
Create consistent customer experiences
and streamline onboarding
Learn more on Microsoft Docs
• Agent scripting helps to guide your agents during customer
interactions such as creating a new case for an account or
browsing existing cases quickly and with ease
56. ELEVATE AGENT
EFFECTIVENESS
Macros in Omnichannel for Customer Service:
Focus on the customer rather than
repetitive tasks
• Macros enable agents to stay efficient and productive by
automating a series of repetitive tasks with a single click
• Agents can automate tasks like resolving a case after updating a
field, assigning it to a different user after capturing notes, or
sending an acknowledgement email with contextual data from the
session using macros
• Administrators can configure macros to suit their specific business
or process needs
Learn more on Microsoft Docs
57. ELEVATE AGENT
EFFECTIVENESS
Embedded Teams Collaboration:
Strengthen cross-team
collaboration
Customer Service has embedded MS Teams chat into Customer
Service Hub. Standard capabilities from Teams include:
• Create contextual chats linked to the record in the same workspace
to collaborate internally with SMEs to solve customer issues faster
• Ensure consistency with auto-named liked chats
• AI-suggested contacts provides guidance to agents on the proper
resources to engage with such as supervisors, queue members,
support experts, and similar case agents
• Enhance discoverability of resolutions and preserve context for
future interactions
• Customers can leverage out of box assignment methods e.g.,
round robin, highest capacity, to quickly onboard to automatic
assignment Customer Service Enterprise collaboration
* For Spring wave, only chat initiator or chat participants can see linked
chats within D365
** Admin settings to enable or disable
Learn more on Microsoft Docs
58. Enterprise Knowledge Management
Accessible
Knowledge Management
Internal and/or external articles can
be accessed across the Dynamics
365 app and all channels
Extensibility
Connect to external Knowledge
Management solutions for an all-
in-one solution view
Relevant
Ensure proper governance with
validity time lengths, easily
authoring and defined process
Continuous Feedback
Knowledge search insights to
determine how well articles
are working
59. ELEVATE AGENT
EFFECTIVENESS
Enterprise Knowledge Management:
Decentralized KB to
quickly get answers
• Simplify information management and empower all users to
leverage common content, branding, and messaging
• Enable article collaboration with automated review and approval
processes
• Improve search functionality with relevance mechanisms and
advanced similarity rules to view similar case suggestions
• Use the rich text editor to create Knowledge Base articles, format
your content or embed videos and images
• Knowledge base search in the Customer Service lets you search for
relevant knowledge articles to resolve a case
– Results are automatically populated based on a field your
administrator configured in the Knowledge Base Search control
properties
• Automatic article recommendations enabled by AI
• Specify Knowledge Base article audience (internal and external)
Learn more on Microsoft Docs
60. ELEVATE AGENT
EFFECTIVENESS
Federated Knowledge Search:
Resolve cases with relevant knowledge
from various sources
• Connect disparate database sources outside of the customer
service organization to agent’s desktop
• Agents access information they need to independently resolve
issues quickly
• Provide agent knowledge regardless of format or source quickly
when needed
• Plug an external search provider into the knowledge search
experience, allowing you to view content from multiple sources
• Default connectors for cross-Dynamics search, SharePoint search,
and Microsoft search (search service for Office 365 applications
and other external content indexed through their connectors like
enterprise websites, Azure SQL,
ServiceNow, etc.)
• More connectors will be added based on customer feedback Or bring your own KMS
Learn more on Microsoft Docs
61. ELEVATE AGENT
EFFECTIVENESS
Knowledge Search Insights:
Continuously improve the impact of
your Knowledge Base
• Understand what agents search for to improve knowledge base
• Improve agents’ ability to help customers
• Gain insight from multiple views and metrics:
– Search Term Volume
– Search Term Average Click Position
– Search Term Engagement Rate
– Top Search Terms by Volume and other KPIs
– Searches that return no results
– Searches with low engagement rate
Learn more on Microsoft Docs
62. TAILORED CUSTOMER
ENGAGEMENTS
Power Apps Portals:
Meet changes in volume with 24/7
Support
• Personalize interactions by managing users with built-in
authenticator & capture site-visit telemetry
• Empower customers to log in to self-service portal forums to pose
questions or preview previously posted content or forum
discussions
• Surface relevant Dynamics 365 Customer Service application data
like Knowledge Base directly into Power Portals with improved
portal navigation including search and filter
• Add Chat widgets like Power Virtual Agent or BYOB (Build your
own Bot)
• Provide authenticated and unauthenticated Chat visitor support
Learn more on Microsoft Docs
63. TAILORED CUSTOMER
ENGAGEMENTS
Customer Knowledge Base:
Provide customers with self-service
information
• Update knowledge articles in Dynamics and automatically see
those changes on your portal site
• Link related articles by associating categories with Knowledge Base
articles
• Align topics and keywords to ensure structure of
Knowledge Base
• Utilize intuitive search capabilities to pull up relevant knowledge
articles based on keywords
• Determine which knowledge articles should be available to
customers, agents, and/or technicians
• Use a single portal to display content in multiple languages
Learn more on Microsoft Docs
64. TAILORED CUSTOMER
ENGAGEMENTS
Dynamics 365 Services portfolio:
Personalized engagement with
user profiles
• Surface any relevant information that will help your customer
resolve their issue faster
• Enable customers to open and track work order status, invoices,
agreements, and assets
• Empower customers to view and track work order data in
real time
• Automatically identify and load customer and work details
• Manage cases in portals
Learn more on Microsoft Docs
65. TAILORED CUSTOMER
ENGAGEMENTS
Power Apps portals:
Extend information
easily
• Create external or internal-facing websites and view data in the
Common Data Service
• Allow users outside your organization to sign in with a wide variety
of identities and browse content anonymously
• Quickly customize websites with pages, layout, and content
• Reuse page designs with templates, add forms and views to
display key data from Common Data Service, and publish
to users
• Quickly create portals through pre-configured templates
– Customer self-service
– Partner portal
– Employee self-service portal
– Community portal
– Portal from blank
– Customer portal
Learn more on Microsoft Docs
Editor's Notes
But while the technology is important, it’s really about how the technology allows you as our customer to achieve more. We have the platform and the stack to enable you.
By connecting your entire organization and turning your data into your biggest competitive advantage through an enriched customer experience.
Power Platform is a unified platform of low-code tools that spans Office 365, Azure, Dynamics 365, and standalone applications helps you analyze data, build solutions, automate processes, and create virtual agents to transform your business. Power Platform is a rapid application development platform that enables citizen developers with limited coding abilities to innovate and build new solutions faster in an environment and user experience that feels like PowerPoint and Excel.
Additionally, Power Platform is a rapid application development and extensibility framework for professional developers. For the professional developer, Power Platform is the rapid application development platform and extensibility platform of choice because it seamlessly integrates the high-speed capabilities of low-code tools and prebuilt components with no-cliffs extensibility across Azure and other professional development environments.
Power Platform is a transformative solution because it enables all kinds of developers and employees to collaborate and build solutions – whether no code, low code, or code first.
RPA is bridging the gap between systems and apps that do not communicate with APIs, together with your modern applications equipped with APIs.
Microsoft Power Automate is providing the RPA solution with its desktop application that is designed for the cloud and is a low-code automation solution that is designed for every-level of user.
Process advisor is helping organizations solve these key challenges by removing the barriers between data, insights and your processes so that you can optimize how you work by taking the guesswork out of automation and better understand your organization’s workflows.
It is a powerful capability in Power Automate that help you to identify bottlenecks or areas for optimization in your business processes.
Whether you are a data expert or business user, it provides you with an intuitive experience to guide you through easily onboarding your business data or capturing your desktop activities with the recorder.
There are two capabilities, task mining which helps capture interactions from your desktop to identify inefficiencies
And today we are excited to share that you can go further and share insights across an entire organization with process mining – now in preview.
<Click>
Process mining is available in process advisor, and it ties together the insights that you get from your business processes with low-code automation in Power Automate.
Process mining helps your organization go even further to streamline your work…
Process mining is available in process advisor, and it ties together the insights that you get from your business processes with low-code automation in Power Automate.
Process mining helps your organization go even further to streamline your work…
Build an AI model customized to your needs with AI builder
AI Automation helps to increase organizational-wide efficiency. Features like AI builder and Power Virtual Agents allow users to create intelligent automated workflows powered with AI.
With AI Builder you can build, train, and publish AI models without a single line of code.
Build an AI model customized to your needs with AI builder
About: Headquartered in Amsterdam and employing some 18,000 people, ABN AMRO is the third largest bank in the Netherlands. It’s a piece of Dutch pride, hundreds of years old Dutch brand. AMN Amro’s leadership had an ambition to be the number one Dutch bank and just like Contoso Bank, ABN AMRO has a strong, customer-centric vision: to be a personal bank in the digital age and provide better banking for generations to come.
Challenge: AMN Ambro’s on-premise legacy CRM systems resulted in data silos, high annual cost of ownership. Their user adoption numbers were just 12% in certain areas of business leading to extremely low employee satisfaction score. Lack of visibility into data coupled with employee's pain points lead to poor customer experiences. And just like Contoso Bank, ABN AMRO needed to really make a change in order to continue growing.
Solution: The team at ABN AMRO chose Microsoft Dynamics 365 as the destination to take their CRM system into the future. Its integration with Microsoft 365 and Azure has provided the complete, cloud-based platform that the company had been searching for to transform both employee user adoption and customer satisfaction.
Result: Ultimately, by leveraging Dynamics 365, AMN AMRO's employees are serving their customers better rather than dealing with administrative demands. Bo Irish Stephenson, Director of CRM ABN AMRO stated that user adoption increased significantly by moving employees from their old on-premise solution to Dynamics 365 with more intuitive platform that seamlessly works with Outlook and Teams. Today, AMN AMRO is able to save time, reduce costs, and increase both employee and customer satisfaction—all while reducing time-to-market with Dynamics 365.
Microsoft Customer Story-ABN AMRO: Building a culture of transformation with cloud technology
SpareBank - Microsoft Customer Story-Norwegian bank delivers streamlined, personalized customer experiences with Dynamics 365
Situation: SpareBank offers a full range of financial services, including personal banking, loans, and insurance. They wanted to create a bank where their agents and advisors really know their customers. And so, Spare Bank needed a solution that would provide a single customer view for every banking advisor and customer service agent to help deliver consistent, personalized experiences across 36 branches in Norway.
Solution: So, to maintain a 360-degree customer record that is accessible throughout the organization, SpareBank 1 SR-Bank has extended its evolving customer engagement platform with Microsoft Dynamics 365 Customer Service. Now, its advisors and service agents can deliver contextualized services at scale using a reliable, flexible, single customer view.
Impact: Today, with Dynamics 365 Customer Service, SpareBank 1 SR-Bank is able to deliver a more complete, customer-centric experience regardless of how the customer interacts with the bank. “Whether you email us, call our contact center, or go to a branch, you’ll find an advisor that knows the same things about you and can help you in the same way no matter what,” says Tjaum. With increased control and oversight, the bank can respond faster to customer queries. Because every advisor and agent can access a full history of each customer’s interactions with the bank, their call centers generate more than 1,000 opportunities each month during the service process. This is boosting customer satisfaction, too—in 2019, the bank won a Kantar TNS customer survey award for “Best customer service in financial industries” for its call center operations.
Companies that create exceptional customer experiences can set themselves apart from rest of the competition.
It is great that Contoso Bank recognizes the need to move fast to become customer-data driven in order to deliver world class customer experiences.
Imagine a future ideal state, where Contoso Bank builds "Banking as a service" to become the trusted financial coach to your customers, helping them to save, spend wisely, grow their money, and plan for the future.
Imagine if you could empower your employees with an intelligence that provides them with the knowledge and real-time insights to make better decisions.
Let us look at customer experience journey map in this Ideal State