
5 Benefits of Capturing E-Signatures with a DocuSign Connector for Dynamics 365
Work smarter with connected Dynamics 365 processes to resolve issues and consistently deliver amazing service.
Empower customers to find answers and raise service issues on-demand via a secure, integrated web portal.
Unify all customer detail in one place for a complete view about each relationship by desktop, web and mobile.
Download this guide to read more about how Microsoft Dynamics 365 will help your organisation deliver fast, personalised service and support.
Respond quickly, prioritise client issues and adhere to service level agreements. This includes automatically creating cases from Outlook emails and case routing that deliver service issues to the correct people.
Trigger notifications that alert managers if unresolved issues are at risk of breaching SLA conditions so corrective action can be taken.
Improve customer service and operational efficiency by using embedded AI-driven insights from cases to make more informed decisions. Boost customer satisfaction by better handling support cases and complaints, and monitor trends to see what is working.
Monitor customer service performance, as isolated snippets and over a period of time, to better understand trends. Review new cases, customer satisfaction (CSAT Scores), topic details, resolutions (and time taken) and KPI summaries. Filter the data by new cases, specific product or even topics.
Use the insights to turn data into action. For example, spot trends of emerging issues, and resolve them, before they impact more customers, or even see resolutions times for individual members of the team to see who may need additional guidance.
Enable customers to engage you effortlessly through the channel of their choice using any device - and collect their feedback after every interaction using the following:
As CRM experts, Preact will help you utilise Microsoft Dynamics 365 to make customer care a differentiator, empowering everyone in your organisation use this technology to consistently deliver outstanding service. Get in touch with us to discuss your requirements.
Find out how Dynamics 365 sales and service apps will help you transform productivity and engage your customers.