Product: Dynamics 365 Customer Service
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From Microsoft to global brands, Dynamics 365 Copilot is helping transform customer experiences across service, sales, and marketing
Six months ago, we introduced Microsoft Dynamics 365 Copilot, the world’s first AI Copilot natively built for customer relationship management (CRM) and enterprise resource planning (ERP) applications. Since then, more than 63,000 organizations have experienced Copilot features in Microsoft Dynamics 365 and Microsoft Power Platform first-hand, empowering marketing, sales, and customer service teams in new ways to improve experiences across the customer journey. -
Analyze the impact of AI-enhanced customer service with Copilot analytics
Copilot analytics in Dynamics 365 Customer Service offers deep insights into the operational impact of an organization’s investment in AI-enhanced customer service. -
Create cases, contacts, and accounts faster from notes on the timeline
Dynamics 365 Customer Service enables agents to create a new case or associate an existing case with notes they write on the customer timeline. -
Use Copilot with SharePoint knowledge to serve your customers
Customer Service administrators can easily configure Copilot settings to include an internal knowledge base or SharePoint. -
Customer service is a (Microsoft) Teams sport
With the enhancements in this release wave, Teams collaboration features (embedded chat, swarming, and Teams meeting integration) are even more robust. -
Introducing the New Dynamics 365 Community – A Catalyst for Collaboration and Innovation
Microsoft is delighted to announce that the new Dynamics 365 Community is now live, marking a significant milestone in our journey of empowering users, fostering collaboration, and driving innovation. -
Take Customer Service to new heights with cross-geo support for Copilot
We are excited to introduce support for Copilot in Dynamics 365 Customer Service across multiple geographic regions, or cross-geo support. -
Customize data models to view your organization’s unique metrics
You can customize data models using data within Dynamics or external data to view metrics tailored to your needs. -
Customize and access the improved Active Conversation form
Recent enhancements to the Active Conversation form allow agents to access and edit relevant information without any screen switching. -
Customize the conversation table for your business needs
With custom columns in the conversation table, organizations can enable agents to quickly summarize interactions and associate conversations with leads. -
Accelerate support ramp-ups, handoffs, and wrap-ups with Copilot summarization
Copilot summarization automatically generates concise and informative summaries of conversations and cases in simple, intuitive natural language.