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Microsoft Dynamics 365 CRM

CRM for customer service that reduces case backlogs and improves resolution speed

CRM for customer service in Microsoft Dynamics 365 Customer Service centralizes interactions, cases, and knowledge so your team can resolve issues efficiently, scale service operations, and deliver more consistent experiences.

  • Manage cases with structured workflows and clear ownership
  • Empower agents with knowledge management and contextual guidance
  • Set service expectations with entitlements and SLAs
  • Add AI support with Copilot to summarize cases/conversations and draft responses

From reactive support to structured service

When channels are fragmented and case ownership is unclear, service teams spend time searching for context instead of solving problems. Gestisoft positions Dynamics 365 Customer Service as a way to centralize interactions across channels and give agents the context needed to resolve issues quickly and effectively.

Dynamics 365 Customer Service is built for core service operations (case management, knowledge, and service performance controls) and can be extended with omnichannel capabilities and unified routing as your service model evolves.

What improves when you implement CRM for customer service?

Leverage the advantages of Microsoft Dynamics 365 CRM for customer service and enjoy a more robust and efficient way to handle every task.

  • Dynamics 365 Customer Service provides structured case management so teams can track cases through resolution, apply consistent handling practices, and reduce “lost” requests. This is the operational backbone of CRM for customer service when you need repeatable resolution workflows.

Core capabilities of CRM for customer service in Dynamics 365

Dynamics 365 Customer Service is designed to centralize customer context and support modern service operations with guided workflows, analytics, and automation—reinforced by Gestisoft’s positioning around multi-channel consistency and performance visibility.

  • Case management

    Centralize requests into cases with consistent status, ownership, escalation paths, and resolution tracking—so nothing gets lost and teams work from one system of record.

  • Unified routing and queue assignment

    Route incoming work items to the best-suited queue and agent using rules and (where applicable) intelligence based on work requirements and agent capabilities—reducing manual triage.

  • SLA and entitlement management

    Define entitlements (support terms) and apply SLAs so response/resolution targets are measurable and enforceable—helping leaders manage performance at scale.

  • Knowledge management

    Create and maintain knowledge articles that help agents answer faster and more consistently, and reuse validated solutions across the team.

  • Multi-channel and omnichannel readiness

    Support service across channels and extend into full omnichannel scenarios (digital messaging + voice) with routing and queue strategies for channels like chat, SMS, and voice where needed.

  • Customer self-service portal

    Enable customer self-service experiences so customers can find answers and resolve common issues without contacting an agent—reducing ticket volume and freeing agents for complex cases.

  • Analytics and KPI visibility

    Track service performance and identify friction points (volume, backlog, SLA compliance, routing effectiveness) so leaders can continuously improve operations.

  • Copilot for agent productivity

    Use Copilot case summaries to help agents understand context quickly and resolve issues faster (less time reading timelines, more time solving).

  • Automation with Power Platform (Power Automate + Power Apps)

    Automate repetitive service work (notifications, escalations, approvals, follow-ups) with Power Automate and extend Customer Service with lightweight apps built in Power Apps—so teams reduce manual effort without heavy custom development.

Microsoft Dynamics 365 Customer Service

Choisissez le plan qui vous convient

Découvrez comment Microsoft Dynamics 365 Customer Service peut renforcer la synergie entre vos équipes de vente, de service, de projet et d'opérations. Travaillez plus intelligemment, pas plus dur !

Customer Service Professional

Optimisez votre service client avec notre offre intégrale : auto-assistance, gestion de cas, et partage de connaissances, le tout en un.

67,80 $ par licence / par mois

  • Nombre d'utilisateurs illimités
  • Gestion de cas
  • Base de connaissance
  • Accès mobile
  • Création des prospects
  • Microsoft Power BI
  • Bureau de service intégré
  • Analytique et rapports des indicateurs de performance KPI)
  • Portails
  • Support multisession
  • Recommandations adaptées au contexte
  • Intelligence intégrée

Customer Service Enterprise

Renforcez votre service client avec des fonctionnalités avancées : personnalisation poussée, efficacité accrue des agents et optimisation des opérations.

142,50 $ par licence / par mois

  • Nombre d'utilisateurs illimités
  • Gestion de cas
  • Base de connaissance
  • Accès mobile
  • Bureau de service intégré
  • Intelligence intégrée
  • Recommandations adaptées au contexte
  • Analytique et rapports des indicateurs de performance KPI)
  • Création des prospects
  • Support multisession
  • Microsoft Power BI
  • Portails
  • Application customizations

220+ projets par année

Avec autant de projets derrière la cravate, notre équipe de 110+ spécialistes est prête à vous supporter dans votre transformation numérique.

On bâtit des relations qui durent

Avec un taux de renouvellement de 95 % pour 2024, on est fiers de voir que nos clients nous font confiance année après année. C’est ça, un vrai partenariat : être là pour vous, aujourd’hui comme demain, pour assurer le succès de vos projets et la tranquillité d’esprit de votre équipe.

C’est pas notre premier rodéo

Depuis 1997, on accompagne les entreprises dans leurs défis technologiques. Avec plus de 27 ans d’expérience, on a tout vu (ou presque) et on sait comment vous aider à atteindre vos objectifs. Quand il s’agit de solutions Microsoft, vous êtes entre de bonnes mains.

Ready to modernize service without adding another silo?

Book a call with Gestisoft to map your current support process to Dynamics 365 Customer Service. You’ll leave with a clear recommendation on configuration (case setup, knowledge, SLAs, routing), a realistic rollout plan, and the next steps to improve resolution speed and service consistency.

  • CRM for customer service is a system that helps teams manage support interactions with structured cases, customer context, knowledge, routing, and performance controls so service becomes consistent and scalable.

  • It includes core service capabilities such as case management and knowledge management, and it supports service governance like entitlements and SLAs.