Deliver smarter, faster customer service with generative AI

Empower your teams to resolve issues efficiently, provide personalized experiences, and boost customer satisfaction with AI-driven insights and automation.

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Microsoft Dynamics 365 Customer Service

Microsoft Dynamics 365 Customer Service

Are disjointed processes and disconnected systems slowing down your service operations? Microsoft Dynamics 365 Customer Service is a cloud-based solution designed to deliver seamless, end-to-end support across every channel—voice, chat, email, SMS, social, and IoT.

Dynamics 365 Customer Service equips agents with AI-powered guidance, real-time insights, and automation tools, enabling faster case resolution, improved agent productivity, and personalized customer interactions. With a unified platform, teams can transform disconnected touchpoints into a connected, intelligent service experience.

Guided tour

See Dynamics 365 Customer Service in action. Watch the demo and explore how AI, automation, and Copilot can transform your service operations.

Capabilities of Microsoft Dynamics 365 Customer Service

Discover the capabilities of Dynamics 365 Customer Service that help in simplifying your workflows and boosting productivity:

Case Management

Case management

Track, prioritize, and resolve cases efficiently with AI suggestions and automated workflows.

Omnichannel Engagement

Omnichannel engagement

Connect customers across chat, email, social, and voice, delivering seamless, contextual support.

Knowledge Base Management

Knowledge base & smart assistance

Serve relevant articles and AI-guided recommendations to agents and customers in real time.

Unified Routing

Unified routing

Automatically assign cases to the right agents or teams using skills, capacity, and rules-based criteria.

AI & Copilot Assistance

AI & copilot assistance

Embedded Copilot provides real-time guidance, suggested actions, and task automation to enhance agent productivity and service quality.

Customer Insights

Customer insights

Gain a 360° view of customers, track satisfaction, and make data-driven improvements.

Microsoft Teams Integration

Microsoft teams integration

Collaborate in real time with colleagues and experts directly from the Customer Service Workspace.

Voice & Digital Channels

Voice & digital channels

Deliver connected experiences via voice, chat, IVR, SMS, social, and IoT, all in one integrated platform.

Transform customer service with AI and intelligent automation

Deliver connected, proactive support with Microsoft Dynamics 365 Customer Service. Empower agents with AI-powered assistance, unify customer interactions across channels, and resolve cases faster with intelligent routing, automation, and real-time insights as part of a modern omnichannel customer service solution.

Create seamless service experiences that improve productivity, increase customer satisfaction, and help your teams focus on what matters most: building lasting customer relationships.

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Transform Customer

Benefits of using Dynamics 365 Customer Service

Work with colleagues, supervisors, and experts directly within Microsoft Teams.

Link chats to Dynamics 365 Customer Service records to maintain a complete conversation history.

Access a unified view of each customer journey with Dynamics 365 Customer Insights.

Copilot and AI guidance provide real-time recommendations and knowledge articles for faster resolution.

Serve customers on their preferred channels—voice, chat, email, SMS, or social media.

Provide a seamless, threaded view of customer interactions across channels.

Leverage AI-powered chatbots, portals, and knowledge bases to empower customers and identify cross-sell/up-sell opportunities.

Ensure consistent service even when interactions span multiple agents or channels.

Combine self-service, automation, chatbots, voice, IVR, and digital channels into one platform.

Use Power Automate to scale workflows and approvals.

AI-powered bots and Copilot guidance streamline support and improve first-contact resolution.

Chat widgets, Teams integration, and voice channels create connected, real-time interactions.

Unify telephony, digital messaging, and case management in a single solution.

Live transcription, sentiment analysis, and AI-driven suggestions boost efficiency and satisfaction.

AI-driven reporting, topic clustering, and call intelligence provide actionable oversight and operational optimization.

Collaborate anytime, anywhere

Work with colleagues, supervisors, and experts directly within Microsoft Teams.

Preserve context

Link chats to Dynamics 365 Customer Service records to maintain a complete conversation history.

360° customer view

Access a unified view of each customer journey with Dynamics 365 Customer Insights.

Smart assistance

Copilot and AI guidance provide real-time recommendations and knowledge articles for faster resolution.

Personalized support

Serve customers on their preferred channels—voice, chat, email, SMS, or social media.

Connected service experience

Provide a seamless, threaded view of customer interactions across channels.

Self-service tools

Leverage AI-powered chatbots, portals, and knowledge bases to empower customers and identify cross-sell/up-sell opportunities.

Unified experience

Ensure consistent service even when interactions span multiple agents or channels.

Omnichannel engagement

Combine self-service, automation, chatbots, voice, IVR, and digital channels into one platform.

Automate manual tasks

Use Power Automate to scale workflows and approvals.

Intelligent chat & voice

AI-powered bots and Copilot guidance streamline support and improve first-contact resolution.

Embedded communication tools

Chat widgets, Teams integration, and voice channels create connected, real-time interactions.

Voice Channel Integration

Voice channel integration

Unify telephony, digital messaging, and case management in a single solution.

Agent Productivity Tools

Agent productivity tools

Live transcription, sentiment analysis, and AI-driven suggestions boost efficiency and satisfaction.

Supervisor Insights

Supervisor insights

AI-driven reporting, topic clustering, and call intelligence provide actionable oversight and operational optimization.

Why are businesses choosing defacto infotech over others?

When you partner with defacto infotech, you gain more than a technology provider. You gain a team that understands business, processes, and growth. We work alongside you to deliver practical solutions that create real impact and long-term value.

Process-centric approach
Process-centric approach

We align technology to your core business processes. By understanding how your organization operates, we implement solutions that enhance efficiency, strengthen collaboration, and support consistent performance.

Proven microsoft expertise
Proven Microsoft expertise

As a certified Microsoft partner, we leverage established best practices and industry standards to deliver secure, scalable, and future-ready solutions across the Microsoft ecosystem.

Value-driven outcomes
Value-driven outcomes

Our focus is on measurable impact. We enable greater visibility, improved decision-making, and operational agility that help organizations respond to change and drive growth.

Customer Focus
Continuous optimization and innovation

Digital transformation is a continuous journey. We provide ongoing support, performance optimization, and strategic guidance to ensure your Microsoft investments continue to deliver value over time.

Consulting services | fastTrack or packaged services

As a certified Microsoft partner, defacto infotech helps organizations unlock the full potential of Dynamics 365 Customer Service with a comprehensive range of consulting services:

Planning

Planning

Assess your service operations, support channels, and data flows to streamline case management and build an AI-driven, customer-centric strategy.

Implementation

Implementation

Deploy a unified, cloud-based system integrating case management, omnichannel engagement, AI guidance, and analytics. Enable seamless adoption and empower agents with Copilot and AI insights from day one.

Customization

Customization

Tailor workflows, dashboards, and automation to meet your unique needs, improve resolution times, and boost agent effectiveness.

Optimization

Optimization

Enhance performance with AI analytics, predictive routing, and automated case management. Prioritize high-impact issues and make faster, data-driven decisions.

FastTrack

FastTrack

Accelerate adoption with expert guidance, pre-defined frameworks, and best practices for a rapid, seamless implementation aligned with your goals.

Customer story

See how organizations have transformed their service operations, improved agent satisfaction, and delivered exceptional experiences with Dynamics 365 Customer Service.

Customer story
marketing systems

"We are now empowered with increased efficiency, seamless cooperation, and remarkable client experiences."

Products

365-sales.png Sales

365-sales.png Marketing

365-sales.png Customer Service

365-sales.png Customer Voice

365-sales.png Field Service

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Pricing

Flexible plans to meet your organization’s size, goals, and budget.

Dynamics 365 Customer Service professional

Get core customer service capabilities to get started with basic resources for self-service, case management, and knowledge management.

$65 $50
Our price, per user/month
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Dynamics 365 Customer Service enterprise

Get advanced customer service capabilities for a personalized experience, improved agent productivity, and optimized operations.

$145 $105
Our price, per user/month
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Dynamics 365 Customer Service premium

Transform customer engagement with a integrated contact center and agentic CRM service solution

$220 $195
Our price, per user/month
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What's new?

Keep up with the latest features and enhancements in Dynamics 365 Customer Service. Here are some of the recent updates:

Copilot Enhancements

Copilot enhancements

AI-driven guidance and actionable recommendations help agents resolve cases faster and provide personalized service.

Gartner Recognition

Gartner recognition

Dynamics 365 Customer Service is recognized as a Leader in the 2024 Gartner Magic Quadrant for CRM Customer Engagement Center.

Related info

Here are some related products and resources that you may find useful:

Dynamics 365 Customer Insights

Dynamics 365 Customer Insights

Leverage AI and analytics for a 360° view of your customers.

Microsoft Copilot for Service

Microsoft Copilot for Service

Enhance your contact center with AI-powered, generative assistance for smarter customer support.

What our clients say about us

Hear directly from businesses we've helped transform

★★★★★ 5.0

Defacto infotech didn't just implement Dynamics 365; they re-engineered our entire sales workflow. Their team understood our unique challenges and delivered a solution that exceeded expectations. We saw ROI within the first 4 months.

JM
John mitchell
CTO, Global manufacturing firm
★★★★★ 5.0

HIPAA compliance was our biggest concern. Defacto not only made it simple but also strengthened our patient data security. The implementation was smooth, and their ongoing support has been exceptional.

SK
Sarah kim
CFO, Healthcare provider
★★★★★ 5.0

The team unified our online and offline channels seamlessly with Dynamics 365 Commerce. Customer satisfaction increased by 40%, and our inventory management is now real-time across all locations.

MR
Michael rodriguez
Operations director, retail chain

Frequently asked questions

Get answers to common questions about customer service automation and dynamics 365 customer service

Customer service automation is the use of technology and AI to streamline customer support processes and reduce manual tasks. A modern customer service automation platform, such as Dynamics 365 Customer Service, automates case management, request routing, and responses to help service teams resolve issues faster and deliver consistent customer experiences.

An automated customer account transfer service uses customer service automation to automatically transfer customer accounts, requests, or cases between teams or agents. Platforms like Dynamics 365 Customer Service enable intelligent routing so customer issues reach the right department quickly, improving service efficiency and response times.

A customer service automation platform provides tools to manage and automate customer support operations. These platforms typically include case management, workflow automation, AI insights, and reporting. Dynamics 365 Customer Service is a powerful platform that helps businesses automate routine service tasks while empowering agents with customer data and insights.

An omnichannel customer service solution allows organizations to manage customer interactions across channels such as chat, email, phone, social media, and messaging apps in one system. Dynamics 365 Customer Service provides an integrated omnichannel customer service solution that helps deliver seamless and connected support experiences.

A Dynamics 365 Customer Service partner helps organizations successfully implement and optimize their customer service platform. An experienced partner for Dynamics 365 Customer Service provides expertise in configuration, integrations, and best practices to ensure businesses get maximum value from their customer service automation solution.

Dynamics 365 Customer Service pricing depends on the features and licensing plan selected. Microsoft offers several options, including the Dynamics 365 Customer Service Enterprise license, which includes advanced capabilities such as AI-powered insights, automation, and omnichannel support.
Ready to transform?

Get a free assessment of your current systems and processes

Partner with defacto to identify opportunities and implement the right Microsoft solutions to support your business priorities.

In this complimentary session, we will:

  • ✓ Discuss your current challenges, priorities, and business objectives
  • ✓ Explore how Microsoft solutions can support your goals and operations
  • ✓ Share practical recommendations aligned with Microsoft best practices
  • ✓ Outline potential next steps based on your requirements and priorities
  • ✓ Answer your questions with guidance from experienced Microsoft specialists

Your information is secure and will only be used to schedule your consultation.


🔒 100% Confidential ✓ No obligation 👥 Trusted Microsoft Partner

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