What is Dynamics 365 Customer Service?

Dynamics 365 Customer Service is a powerful tool designed to enhance customer interactions and streamline support processes. This solution empowers your customer service team to deliver the best experience possible to your clients.  

Key Capabilities

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Track customer issues through cases.

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Record all interactions related to a case.

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Share information in the knowledge base.

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Use AI-driven embedded insights and analytics to improve customer satisfaction.

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Manage performance and productivity through reports and dashboards.

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Create and schedule services.

ai automation

Unlock generative AI-powered conversations and automation with the Microsoft Copilot add-on.

Why choose Creospark as your Microsoft Solutions Partner? 

If you’re wondering how to setup Dynamics 365 for Customer Service, we have your back.  You don’t need to waste your time stressing out about the technical aspects of implementing a CRM solution. That’s what we’re here for. With over 60 years of combined experience in the Microsoft ecosystem, we’ll ensure an easy deployment so you can focus on managing and growing your customer relationships. 

Our Dynamics 365 Customer Service package offerings

At Creospark, we offer Dynamics 365 Customer Service consulting services. We have three packages to help you integrate Dynamics 365 into your Microsoft 365 workflow and a special offering if you’re just looking to set up a customer service portal. The number of application features and service support we provide varies with each level, as well as the implementation period and cost.

Customer Service Portal Powered by Dynamics 365 and Power Pages Offer

Creospark is here to help you seamlessly set up, install, and configure your Customer Service Portal, empowering your customers with easy access to essential support resources. With a user-friendly interface and robust features, your customers can easily find answers, track their activities, and share feedback—all in one place.

Key features:

  • Customizable tables and lists: Tailor your portal to fit your specific needs with customizable tables, lists, and sample data that enhance user experience.
  • Support services case management: Efficiently manage customer support cases with intuitive tracking and resolution capabilities, ensuring quick responses to customer inquiries.
  • Knowledge base management: Build and maintain a searchable knowledge base, enabling customers to find solutions to their problems at their convenience.
  • Customer profile management: Keep customer information organized and accessible, allowing for personalized support and engagement.
  • Community forums (Phase 2): While community forums are out of scope for the initial launch, they can be implemented in Phase 2.

Dynamics 365 Deployment Packages

package offering tier-1

Starter Package 

Ideal for small to medium-sized businesses, this package provides the essential tools you need to manage and grow your customer relationships. With features designed for 1-5 users, this package allows your business to create a big impact with a small team. 

Implementation details and cost: 

In this package, we help you seamlessly integrate with SharePoint for document management and collaborative workflows among other services.  

Time Frame: 2.5 Weeks

Price: $19,656

Requirements: Dynamics 365 Sales Professional License

package offering tier-2

Business Package 

Ideal for growing businesses, this package accommodates 5-10 users, offering an expanded set of services for more robust customer relationship management. 

Implementation details and cost: 

In this package, we help you seamlessly integrate with SharePoint and Microsoft Teams (only internal) for document management and collaborative workflows.  

Time Frame: 4 Weeks

Price: $35,100

Requirements: Dynamics 365 Sales Enterprise License

package offering tier-3

Premium package 

Designed for teams of 10-20 users, this package provides an extensive set of features and integrations that provide the ultimate solution for businesses that demand nothing but excellence in their customer relationship management. 

Implementation details and cost: 

In this package, we help you seamlessly integrate with Outlook, SharePoint, Teams (internal only), and Data Migration for document management and collaborative workflows.  

Time Frame: 9 weeks

Price: $78,156

Requirements: Dynamics 365 Sales Enterprise License

package offering tier-4

Ultimate package

Book a consultation with us if you’re looking for more customized and elaborate packages.

Feature comparison 

Base features included in all packages 

  • Account & Contact Management: Centralize your customer information, making it easy to maintain relationships and track interactions. 
  • Activity Management: Stay organized by managing all your customer-related activities in one place. 
  • Email Management: Seamlessly integrate email communication within your CRM to keep conversations in one location. 
  • Document Management: Effortlessly store and manage important customer-related documents. 
  • Lead Management: Capture, track, and nurture potential leads to drive sales growth. 
  • Opportunity Management: Manage sales opportunities with a clear view of your sales pipeline.
  • Product Management: Easily manage your product catalog for streamlined sales processes.
  • Campaign Management: Plan and execute marketing campaigns to attract and engage customers.
  • Invoice Management: Create and manage invoices to streamline your financial processes.
  • Dashboards & Reports: Access insightful dashboards and reports to make data-driven decisions and track your business performance. 

Service comparison chart 

Services breakdown

  • Document Settings: Optimize document settings for efficient document management.
  • Customer Service Hub App Configuration: Configure the application to suit your specific requirements.
  • Branding & Theming: Personalize your CRM with your branding and theming.
  • Customization: Customize the CRM to match your unique business processes.
  • Dashboard & Reports: Get started with basic dashboards and reports to track your business performance.
  • Discovery Sessions: Collaborate with our team to identify how to best use your CRM to meet your business goals.
  • Admin Training: Equip your team with the knowledge and skills to manage the CRM effectively.
  • Functional/User Training: Provide training sessions to ensure your team can utilize the CRM to its full potential.
  • Technical Training: Technical training is provided to handle advanced CRM functions.
  • Migration: Migrate your data seamlessly with assistance in transferring up to 3,500 records.
  • Data Assessment: Assess your data for quality and accuracy.
  • Data Mapping: Ensure smooth data transfer and mapping.

Want to learn more? 

If any of our packages spark an interest, book a free consultation with our team to learn more about how your organization can get started with Microsoft Dynamics 365 Customer Service. It’s time to invest in your sales team so you can help them nurture and land those game-changing leads.