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Wide Customization Capabilities of Dynamics 365 Customer Service
What if you want to customize your case management flows to automate customer service processes? You can definitely do that with a bit of effort of customization. Your business is unique and has demands that the default flow of Dynamics 365 Customer Service might not be able to fulfill. That is when CRMJetty can help you customize almost everything to help you elevate your customer support and retain more customers.
You can automate your routine operations and business rules
Customize your cases management workflows to automate customer service processes
Tack and use information specific to your business with data structure customization
Create custom forms for surveys, quizzes, and polls with customized forms
Power up your post-sales processes with custom-built flows
Integrate 3rd party tools to extend the functionality of this module
Dynamics 365 Customization Services We Offer
While the customer service module allows you to increase customer satisfaction by reducing the time spent on each case and call, customizing it helps you automate your manual tasks. This will result in automated workflows and modules customized as per your needs, enabling you to provide excellent customer service.
Customer Module Consultation
Suppose you need some consultation help; we are here to help! We help you simplify your post-sale customer module flow with a few clicks. It will enable you to have a module configured as per your business flow and processes.
3rd Party Module Integration
Extend the capabilities of your Dynamics 365 Customer Service module with third-party integrations like Twolio, Sendgrid, etc. There are a lot of tools available that you can integrate that help you do more with less time and with the advanced features of these tools.
Customer Service Customization
Post-sales processes are crucial, and if gone wrong, it becomes hard to retain your customers. When you automate your post-sales process with custom-built workflows, it minimizes the groundwork and lets you focus on improving the post-sales processes.
You can do a lot to make case management tailored to your needs. Automatic case creation, automatic case routing, merging similar cases, critical case information, etc. Create custom workflows that suit your business requirements and needs.
Entitlements & SLAs Management
Define how fast cases need to be resolved and whether they should be escalated is managed under entitlements. Also, manage SLAs to properly determine whether you describe customers’ rights for different customer services.
Custom Reports and Dashboards
Create reports as per the required dimensions and metrics that help you make great decisions. You can also create customized dashboards tailored to your needs. This helps you have a quick overview of how things are going.
A Quick Look at How We Customize Dynamics 365 Customer Service
With straightforward and agile approaches, we make sure to provide you with better outputs that exceed your expectations.
A clear project understanding is essential to deliver successful customization. After you come on board, we discuss your requirements and identify where customization is required.
Cross-Check with Existing Solution
After analyzing your requirements, we cross-check with our existing solutions to analyze what all customizations are required. Based on the final requirements, we move forward.
Design & Development
As part of the next step, we create prototypes and wireframes. Once that is finalized, we start the development process to apply the necessary customizations.
Provide Iterative Updates
The iterative method helps bring more efficiency and reduces risks by taking constant feedback. Throughout the development cycle, we keep you informed about the process.
Test, Test, Test!
Ensuring you get the bug-free version is an inevitable part of the process. After developing a solution, we test it rigorously to ensure it is bug-free and error-free.
Why Partner with CRMJetty
As a Microsoft Silver Partner, we cater to many businesses like yours for their Dynamics 365 customization needs. Here is what makes us your perfect partner.
Our customers are always our priority, and that is the reason why we resolve all their challenges and queries at the earliest.
Quality Driven Solutions
For the past 16 years, we have practiced the philosophy of delivering quality solutions that exceed customer expectations.
360 Degree Security
We believe that security is the whole and soul of a portal solution. Thus, we ensure foolproof security on the facets of a portal.
We deliver customer satisfaction of the highest order with our custom solutions and ready-to-integrate solutions.
Frequently Asked Questions
Can Dynamics 365 Customer Service be customized?
Yes, anyone can customize Dynamics 365 Customer Service as per their business requirements.
Is it worth customizing Dynamics 365 Customer Service?
Absolutely! Here are some fantastic outcomes you can expect:
- Increase agents’ productivity due to custom workflows tailored to their needs.
- Increased customer loyalty because of faster case resolution.
- Elevate the number of successfully resolved customer cases with a customized module for your business needs.