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Microsoft Dynamics CRM for Customer Service

Microsoft Dynamics CRM: Customer Service Automation

Microsoft Dynamics CRM

Microsoft Dynamics CRM provides customer service departments with the right tools to ensure customers are completely satisfied and any issues are rectified in an efficient manner.


  • Increases customer service productivity by minimising administrative tasks
  • Greatly improves customer satisfaction rates by reducing user error
  • Gives clear insight into customer buying habits for promotional purposes


The customer service module of Microsoft Dynamics CRM provides customer service departments with the tools and functionality needed to ensure your most valuable asset, customers, are served quickly and efficiently.

Microsoft Dynamics CRM is the only customer relationship management solution that offers seamless integration with Microsoft Office and gives the ability to operate the software from right within Microsoft Outlook. This means your customer service department will be working in a far more productive manner.

Microsoft Dynamics for Customer Service: Key Features & Benefits

Manage cases more effectively. Use advanced case management functions to speed up the act of creating cases, resolving problems and escalating issues to the next level. Track results with easy-to-use tools.

Store detailed customer information. Every customer interaction including order history, promotions, and contracts can be stored in Dynamics CRM and shared between departments.

Manage files more proficiently. Microsoft SharePoint file management abilities are embedded into Dynamics CRM to make centrally storing data for easy access a reality.

Respond quickly to customer requirements. Use built in email automation capabilities, email templates and conversion metrics to help respond to customer queries faster and more professionally.

Personalise views to save time. Create easily customisable dashboards to ensure all the information you need is all on one screen so you can concentrate on serving customers more efficiently.

Effortlessly analyse business performance. Instantaneously access a complete view of your operations and use embedded tools to drill-down on specific tasks. Create detailed reports and display your findings using graphs for easier viewing.

Increase productivity through internet self-service. Allow customers to generate their own cases, organise appointments, and look up answers to their questions through a dedicated web portal that can be linked to Dynamics CRM.

What’s next?

In order to find out how Microsoft Dynamics CRM can help with your specific customer service requirements, please talk to one of our team today about your current situation. Call us on 01905 758900, email us via, or click here to arrange a convenient time for us to call you.

What areas do we cover?

We offer IT support, IT services and our software solutions in and around West Midlands, Worcestershire, Birmingham, Hereford & Herefordshire, Warwickshire, Coventry, Telford, Shrewsbury & Shropshire, Staffordshire, Cheltenham & Gloucestershire, Oxfordshire, Swindon & Wiltshire, East Midlands, Bristol, Somerset, Cardiff and South Wales.

Why Choose Us?

  • We put our customers first
  • We speak plain English
  • Affordable IT support services
  • SAP Business One ERP Specialists
  • Microsoft Cloud Services Specialists


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