Customer Service CRM Software

Microsoft Dynamics 365 Customer Service

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Ensuring Great Customer Service

Customer Service CRM Software

Customer service has always been a vital part of any organisation who care about their customer’s experience and can see the bigger picture when it comes to reputation in the marketplace and repeat business.

This can be an easy part to lose sight of as the returns are not immediate, but for any business that is thinking that the costs and effort don’t always match the return, it is important to remember that the customer of today is very different to the customer of yesteryear and far more demanding; if you won’t give them the service they are looking for, there is another company that will.

Microsoft Dynamics 365 Customer Service empowers your organisation with the tools you need to differentiate your brand and deliver faster, more personalised service, ensuring you’re delivering value wherever possible.

dynamics 365 customer service dashboard on laptop

Discover how CRM Software can improve Customer Service

Choosing a CRM system is a key decision for most organisations, large or small. It is usually a significant long-term investment and you don’t want to find yourself with a solution that is not fit for purpose, so longevity is a major factor when investing in a strategic solution. Keeping up with the developments in technology and having a solution that is agile enough to support the changes within your business is fundamental to the decision that you make.

Below are a few of the benefits…

Earn Loyalty

With data in one place, teams have access to the latest information quickly & save time switching between applications

Empower Agents

Ensure your agents have everything they need to provide personalised and effective service, using tools that are at their fingertips from a single application

Stay Agile

Don’t fall behind your competitors and adjust at the pace of innovation to ensure you’re responding to your customers changing needs

Microsoft Dynamics 365 Customer Service Features:

Omnichannel Capabilities:

  • Engage with customers in real-time – Chat for Dynamics 365 (built on the Microsoft Teams platform) allows you to engage with customers in real-time
  • 360-degree view of customers’ journey – Manage multiple customer conversations simultanteously, maintaining full context and history across channels
  • Provide customers with omnichannel engagement choices – Enable customers to self-serve through community resources and knowledge articles or request support through cases, SMS or chats

Dynamics 365 for customer service - omnichannel insights

Omnichannel for Dynamics 365 Customer Service

Deliver Personalised Service and Support

  • Guide agents to the right actions – AI-driven insights surface at the right time on a single interface and guide agents to optimal outcomes
  • Deliver value at every touchpoint – 360-degree of each customer allows you to personalise each interaction
  • Resolve issues proactively – Avoid service & support issues with predictive care and take action before warning signs become a problem by analysing data from connected devices

Personal Engagement

  • Understand customer behaviour, trends, and potential value and aid your sales team to build and develop customer relationships
  • Share meeting notes, events and custom sales documents all in real-time
  • Manage documents across SharePoint, Office 365 Groups, and OneDrive for Business

Learn From Every Interaction

  • Improve performance – Analyse contact centre operations and interactions to improve customer engagement. Also promote optimal behaviour with team competition
  • Quickly onboard new agents – Speed onboarding and keep agents up to date on new features and best practices with tailored in-app learnin
  • Anable an agile support model – Adapt to fluctuations that occur daily and over time by optimising staffing levels and allocating resources based on trending issues and required skills

Customer Service Dashboard - Dynamics 365 demonstrating active cases

Talk to a member of our team

If you have any questions, please reach out and a member of our team will be able to assist you…

Microsoft PowerBI

Microsoft Power BI is a cloud-based set of business intelligence technologies and tools, that will deliver valuable insights to your organisation. By connecting Power BI to Dynamics 365 you can leverage your data to build dashboards & reports that will give you insights into the following:

  • Total cost of corrective, preventative and proactive maintenance
  • Engineer resource capacity and utilisation
  • Service Level Agreement (SLA) performance
  • Inventory levels and forecasts
  • Performance and monitoring of IoT devices

Downloadable Content

Guide to choosing the right CRM - eBook

Download eBook

Dynamics 365 Customer Service Factsheet

Download Factsheet

Checklist for choosing the right CRM

Download Checklist

What is CRM and Do I need it? - Infographic

Download Infographic

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commercial Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

In 2020, Fotech Group decided to change our CRM from Salesforce to Dynamics 365 as part of a replacement of a number of systems that didn’t communicate. For the CRM, we chose PragmatiQ Solutions as our partner and from day one we felt we were in safe hands. They listened to what we were trying to achieve and through regular development meetings they made the changes needed to enhance the standard offering. They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the PragmatiQ team.

Ian DeaconChannel and Operations Director at Fotech Group Limited

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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