Dynamics 365 Customer Service

D365 Customer Service: Improve customer service, reduce response times, and gain control over your service

Request a free DEMO and discover how to optimize your customer service.

THE CHALLENGE

Increasingly Complex Customer Service

As businesses grow, customer service management becomes more complex and difficult to control.

This scenario typically arises when:

  • The volume of incidents increases significantly
  • Claims are managed from multiple channels without integration
  • Teams use unprepared tools (Excel, email, isolated systems)
  • There is no clear traceability of customer interactions
  • Management needs visibility into service quality

On a day-to-day basis, this translates into:

  • Loss of information between channels
  • Inconsistent response times
  • Low agent productivity
  • Difficulty in meeting Service Level Agreements (SLAs)
  • Inconsistent customer experience

Root of the problem

The problem is not the volume of customers, but the lack of a structured tool that centralizes management. Frequently:

  • Service processes are not standardized
  • There is no real omnichannel platform
  • Customer information is fragmented
  • Automation is limited or non-existent

The use of non-specialized tools prevents scaling the service without increasing operational costs.

SOLUTIONS

How we professionalize your customer service

Revertis implements Dynamics 365 Customer Service, Microsoft’s solution designed to comprehensively manage customer service in demanding environments.

It’s not just about logging incidents, but about professionalizing the service.

Case Management

Implementation of a centralized case management system.

Omnichannel Channels

Configuration of omnichannel channels (email, chat, phone, social media).

Automation with AI

Automation of processes using artificial intelligence (Copilot).

Self-service

Implementation of knowledge base and self-service portals.

SLA Control

Definition and control of Service Level Agreements.

Dashboards

Dashboards and analytics for monitoring.

OBJECTIVE

The goal is to transform customer service into a controlled, measurable, and scalable process.

Transformation

From a reactive service to a controlled and scalable model

Before

Incident management in multiple tools
Lack of customer traceability
Manual and inefficient processes
Difficulty in meeting SLAs
Limited visibility into service performance

After

Centralized management of all cases
Complete customer view in a single environment
Automation of tasks and responses
Real-time SLA control
Dashboards with key metrics

WHAT'S INCLUDED

The service covers all key Customer Service capabilities

Case Management

  • Advanced case management
  • Automatic routing by priority and SLA
  • Complete traceability of interactions

Omnichannel

  • Chat, email, phone
  • Social media and SMS
  • Unified experience across all channels

AI and automation

  • Chatbots and virtual assistants
  • Suggestions, summaries, and classification with Copilot
  • Automation of repetitive tasks

Self-service

  • Integrated knowledge base
  • Self-service portals
  • Reduction of incoming incidents

Monitoring and analytics

  • Real-time monitoring of agents and queues
  • Advanced analytics
  • Integration with Power BI

Is your customer service ready to scale without compromising quality?

Request a free DEMO and get a diagnosis of your current model.

METHODOLOGY

How we approach Customer Service implementation

01

Analysis of current service
Evaluation of channels, processes, and tools

02

Design of the service model
Definition of flows, SLAs, and case structure

03

Solution implementation
Configuration of Dynamics 365 Customer Service

04

Automation and integration
Implementation of AI, omnichannel, and external systems

05

Training and optimization
Team training and continuous improvement

RESULTS

Tangible results in your customer service

Organizations that implement Dynamics 365 Customer Service typically achieve:

  • Reduced response times
  • Improved agent productivity
  • Increased customer satisfaction
  • Greater control over SLA compliance
  • Reduced incident volume through self-service

Direct impact on:

  • Operational costs
  • Service quality
  • Customer loyalty

SUPPORT

Continuous support to evolve your service

Continuous support

Continuous system support

Process evolution

Evolution of service processes

Flow optimization

Optimization of flows and automations

New channels

Adaptation to new channels and needs

ABOUT REVERTIS

An expert partner in customer service solutions

Revertis is a specialized partner in Microsoft Dynamics solutions, with experience in implementing customer service systems in complex environments.

+20 years

of Microsoft Partner experience

Business process orientation

Focus on real service processes

Omnichannel and automation

Experience in omnichannel scenarios

Technology and operations

Ability to integrate technology and processes

Support beyond Go-Live

Business-oriented continuity

The quality of your customer service directly impacts your results.

Request a free, no-obligation DEMO with no impact on your current operations.