Transform customer issues into satisfied clients.

Customer Service For Dynamics 365 provides your support staff with the information they need to help your customers – all in one helpdesk and support solution.

Key Features

Queue Management

Automatically create incoming support tickets or manage manually via queues and assign them to the relevant team for investigation. Queues even allow you to filter out junk, convert an email from a potential new customer into a Lead or Opportunity for existing customers. Automatic routing ensures different teams receive tickets relevant to their remit or knowledge.

Customer Empowerment

Dynamics 365 make it easy for your customers to serve themselves and find the answers they need. Give them access to knowledge-bases so they can quickly find answers to common questions, and when they need further support, seamlessly transfer your customers over to your support team.

Omni-Channel Engagement

Dynamics enables you to combine service channels, from calls and SMS, to email and social media, into a single view so your staff can quickly understand the problem and communicate the solutions, giving your staff one unified platform to deliver a consistently high level of customer service.

SLA Management

Configure your Service Line Agreements (SLA) based on whatever metric is most important to your business. SLA’s are easy to set up and can be configured around your office hours and bank holidays, or simply adhere to a set number of hours. Dynamics for Customer Service caters for multiple SLA’s based on different criteria, and can be configured to allowing pausing, such as if you are awaiting a response from the customer.

Customer Portals

Available as an add-on to the Customer Service for Dynamics 365, customisable customer portals give your clients the ability to raise tickets, ask questions and learn from your own knowledge-bases, completely independently, and all recorded automatically into your CRM.

Customer Service For Dynamics 365 is the elegant solution that helps your staff gain one single view of your customers – no need for multiple different platforms. Case management, communications, and support history – all in one place, just a few clicks away. Contact us below to find out more.

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“Evorio is an honest, open and transparent company. They demonstrated the ability to deeply understand our business processes and translate that information into a very successful CRM implementation.”

Peter Swanson

Intertronics CEO