CUSTOMER | SERVICE | CONNECT | RESOLVE | GROW

Dynamics 365 Customer Service Solutions

Dynamics 365 Customer Service Solutions

Book a 30-minute Session
  •  5.0 

    Rating on Business of Apps

  • 24 Months Free Maintenance & 5-Years Warranty

  • Phone, E-mail, Teams, and Zoom (24/7 support)

  • 60 Minutes of Free consultation

Ready to Build Something Great?

By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging. Reply HELP for more information.

Nam aliquet ante porta, gravida elit interdum, luctus porta sapien justo, at fringilla felis suscipit vestibulum.

Why Choose Sataware?

We deliver Dynamics 365 Customer Service solutions that enhance customer experiences, streamline case management, and improve resolution efficiency. Our experts configure intelligent support systems that boost satisfaction and strengthen long-term relationships.

Service Strategy

Our approach improves agent productivity, accelerates response times, and ensures consistent, quality support across every interaction.

Case Management

Our setup empowers agents with real-time visibility, automated workflows, and actionable insights to deliver faster, more accurate resolutions.

Omnichannel Engagement

Our omnichannel integration ensures customers receive seamless support experiences, no matter how they choose to connect.

Knowledge Management

We create knowledge bases in Dynamics 365 that give teams quick, accurate answers, reduce handling time, and support consistent self-service responses.

Insights & Optimization

We use analytics and AI to track performance and spot improvement areas, refining workflows to boost efficiency, satisfaction, and overall service quality.

    Build Smarter with Customer Service Expertise

    Our structured Dynamics 365 Customer Service setup enhances responsiveness, streamlines workflows, and ensures customers receive personalized support at every touchpoint.

    SUPPORT THAT ADAPTS TO EVERY INTERACTION

    We configure Dynamics 365 environments that unify data, communication, and automation across every service channel. Our teams ensure agents deliver personalized, timely, and effective support that strengthens every customer connection.

    STRUCTURED TO DELIVER VALUE ACROSS YOUR ENTIRE SERVICE WORKFLOW

    We establish customer service environments that centralize communication, knowledge, and performance tracking. Our structured approach connects CRM data, automation, and AI insights for faster, more accurate resolutions. We build integrated workflows that support scalability, efficient routing, and real-time collaboration. Each setup improves agent performance, service quality, and customer retention with measurable outcomes.

    SUPPORT THAT ADAPTS TO EVERY INTERACTION

    We configure Dynamics 365 environments that unify data, communication, and automation across every service channel. Our teams ensure agents deliver personalized, timely, and effective support that strengthens every customer connection.

    STRUCTURED TO DELIVER VALUE ACROSS YOUR ENTIRE SERVICE WORKFLOW

    We build customer service environments that unify communication, knowledge, and performance tracking. Our approach connects CRM data, automation, and AI insights for faster resolutions. Each setup scales easily, improves agent productivity, and enhances service quality with measurable results.

    CUSTOMER SERVICE PLATFORM

    Bringing intelligence and automation together in one place

    We deploy Dynamics 365 Customer Service to automate case management, streamline escalations, and enhance collaboration. Our platform ensures faster resolutions and consistent communication across all support channels.

    We fine-tune every configuration for speed, usability, and adaptability. With connected data and predictive insights, businesses gain complete visibility into service performance and customer satisfaction.

    banner-6-V5

    CUSTOMER SERVICE PLATFORM

    Simplifying how teams support and connect with customers

    We provide Dynamics 365 solutions that manage ticketing, routing, escalations, and analytics in one platform. Our workflows align with business goals to ensure consistent support, higher retention, and smarter automation that reduces resolution times, builds customer trust, and transforms service from reactive to proactive.

    banner-4-V6
    banner-6-V7

    CUSTOMER SERVICE SOLUTIONS

    Simplifying how teams support and connect with customers

    Our Dynamics 365 solutions include ticketing, routing, escalation handling, and analytics setup. We align service workflows with your goals to deliver consistent experiences and higher retention.

    We help businesses adopt intelligent automation to shorten resolution times and improve customer trust. Our approach transforms support from reactive to proactive with actionable insights.

    banner-5-V4

    CUSTOMER SERVICE SOLUTIONS

    Simplifying how teams support and connect with customers

    We deliver Dynamics 365 solutions for ticketing, routing, escalation, and analytics to streamline workflows and enhance customer retention. Our intelligent automation reduces resolution times, builds trust, and transforms support from reactive to proactive through data-driven insights.

    SERVICE FRAMEWORK DEVELOPMENT

    Built to support your customer service goals

    We design Dynamics 365 frameworks tailored to your service operations and escalation structure. Our systems automate case routing, task assignment, and SLA tracking for end-to-end control.

    We ensure data accuracy, transparency, and scalability with AI-powered reporting tools. Our frameworks evolve with your customer base, keeping service operations agile and efficient.

    banner-6-V6

    SERVICE FRAMEWORK DEVELOPMENT

    Built to support your customer service goals

    We design Dynamics 365 frameworks customized for your service operations and escalation flow. Our systems automate case routing, task assignments, and SLA tracking for full visibility and control, ensuring accuracy, transparency, and scalability. With AI-driven reporting and flexible structure, our frameworks evolve with your customer base to keep support agile, efficient, and future-ready.

    banner-6-V5
    banner-7-V4

    COLLABORATION & INTEGRATION SERVICES

    Connecting customer support across tools and teams

    We integrate Dynamics 365 with CRM, ERP, and collaboration tools like Teams and Outlook. Our integrations provide unified dashboards, seamless workflows, and instant context for every interaction.

    We enable real-time visibility and faster communication across departments, improving efficiency, accuracy, and customer satisfaction at every stage of service delivery.

    banner-7-V4

    COLLABORATION & INTEGRATION SERVICES

    Connecting customer support across tools and teams

    We integrate Dynamics 365 with CRM, ERP, and collaboration tools such as Teams and Outlook to unify data and workflows. Our integration delivers connected dashboards, real-time insights, and faster communication across departments improving accuracy, efficiency, and customer satisfaction at every stage of service delivery.

    Industries We Serve

    We help enterprises, service providers, and digital businesses strengthen customer engagement with Dynamics 365 Customer Service. Our solutions enhance experience, reduce resolution times, and build long-term loyalty.

    Growth with Dynamics 365 Customer Service

    We empower service teams with connected tools that simplify case management and improve customer satisfaction. Our frameworks enhance visibility, automate repetitive tasks, and ensure every customer receives timely, personalized support.

    As service demands grow, we optimize processes to maintain responsiveness and reliability. This helps organizations deliver consistent experiences, scale support operations, and foster meaningful customer relationships.

    banner-8 V5

    Industries We Serve

    We help enterprises, service providers, and digital businesses strengthen customer engagement with Dynamics 365 Customer Service. Our solutions enhance experience, reduce resolution times, and build long-term loyalty.

    Growth with Dynamics 365 Customer Service

    We empower service teams with connected Dynamics 365 tools that simplify case handling, improve visibility, and automate routine tasks—ensuring every customer receives fast, personalized support. As demand grows, we optimize workflows to keep responses efficient and reliable, helping businesses scale service operations, maintain consistency, and strengthen customer relationships.

    banner-8 V7

    Leading Dynamics 365 Experts

    Sataware delivers intelligent Dynamics 365 Customer Service solutions that support expanding teams, multichannel communication, and continuous customer engagement improvement.

    Strategy & Planning

    • Design service strategies aligned with customer goals.

    • Our frameworks improve response time and efficiency.

    • We define automation that enhances case handling speed.

    • Our systems unify data for complete service visibility.

    • We enable faster resolution with AI-driven routing.

    • Our approach scales as your support volume grows.

    Dynamics 365 Customer Service

    Setup & Optimization

    • We configure Dynamics 365 for seamless ticket management.

    • Our integrations support omnichannel communication.

    • We optimize workflows for speed and accuracy.

    • Our setup ensures consistent experiences across channels.

    • We monitor KPIs to enhance team performance.

    • Our continuous tuning improves reliability and outcomes.

    Integration & Development

    • We integrate CRM, analytics, and automation tools.

    • Our systems enable unified customer data and insights.

    • We streamline collaboration for faster resolutions.

    • Our development improves visibility across channels.

    • We align service workflows with your business goals.

    • Our solutions support growth through scalable automation.

    Begin Your Dynamics 365 Customer Service Journey

    We help businesses deliver exceptional customer support through Microsoft Dynamics 365 Customer Service. Our expertise ensures faster resolutions, improved satisfaction, and stronger customer relationships across every channel.

     

    FREQUENTLY ASKED QUESTIONS

    What to Know About Dynamics 365 Customer Service?

    Yes, our experts specialize in integrating Dynamics 365 with existing CRM and ERP platforms such as Salesforce, HubSpot, SAP, and Microsoft Business Central. Integration ensures that your support teams have unified access to customer records, billing history, and product data without switching applications. We build APIs and connectors that synchronize data in real time, minimizing manual entry and errors. The unified view enhances communication between departments, allowing sales, support, and operations to work in harmony. This results in more informed decision-making, faster resolution times, and consistent customer experiences across all touchpoints. Each integration is secure, scalable, and tailored to your organization’s architecture.

    Dynamics 365 Customer Service transforms how teams interact with customers by connecting every communication channel into one unified interface. Agents gain full visibility into case history, preferences, and previous resolutions, allowing for faster and more personalized responses. The platform automates repetitive processes like ticket creation, escalation routing, and SLA tracking. Built-in AI helps predict issues before they escalate, improving response accuracy. With centralized data, managers can track key metrics such as resolution time and satisfaction scores. Sataware configures dashboards that surface actionable insights in real time. Together, these capabilities elevate both efficiency and customer satisfaction while lowering service costs.

    Yes. We tailor every implementation to match your organization’s structure, escalation hierarchy, and communication model. Our experts map existing workflows and replicate them inside Dynamics 365 using Power Automate, custom forms, and rule-based triggers. We design case routing, queue management, and approval systems unique to your departments. Custom dashboards and fields ensure data captured aligns precisely with your KPIs. Integrations with tools like Outlook, Teams, or third-party CRMs extend its flexibility. Each customization goes through user validation before deployment. This ensures your support processes feel familiar yet become more streamlined, measurable, and scalable.

    We activate Microsoft’s embedded AI Insights to analyze case patterns, predict escalations, and highlight trends that affect satisfaction. AI suggests knowledge-base articles, automates sentiment analysis, and prioritizes high-impact tickets automatically. Our team configures Power BI dashboards to visualize workload distribution, response time, and first-contact resolution. These analytics empower managers to make data-driven staffing and training decisions. Machine-learning models identify recurring issues and recommend process improvements. Predictive scoring also helps determine customer risk levels before dissatisfaction occurs. With this intelligence, you gain a proactive service culture that continuously learns and improves from real-world data.

    Our migration begins with a detailed assessment of your existing platform, including data structures, workflows, and active cases. We extract, clean, and map your legacy data to Dynamics 365 entities, ensuring zero data loss or duplication. Automated scripts validate every record before import. We replicate key automation rules and SLAs so operations continue without disruption. Parallel runs are performed to compare outcomes and ensure accuracy. Once live, we provide post-migration monitoring and staff training. This controlled, step-by-step approach guarantees a smooth transition while maintaining service continuity and full historical visibility of your previous cases.

    Yes. We configure SLA definitions that automatically monitor response and resolution times for every case. Countdown timers alert agents before breaches occur, while escalations trigger automated notifications to supervisors. Dashboards visualize SLA compliance rates in real time for proactive management. Historical data reveals trends that guide workload balancing and staffing needs. We also tie SLA performance to key customer metrics such as satisfaction and retention. Reports help you identify recurring delays and improve accountability across teams. With Sataware’s configuration, you maintain full visibility and continuous improvement of your service commitments.

    We build custom Power BI and in-app dashboards tailored to different management roles. Executives can monitor high-level KPIs like CSAT, average resolution time, and channel volume. Team leads view queue performance, backlog trends, and agent productivity in real time. Drill-down analytics reveal individual case details or historical comparisons. Visual charts highlight top issue categories and peak inquiry hours. Automated email summaries deliver daily or weekly reports directly to stakeholders. This constant visibility allows faster decisions, performance benchmarking, and clear alignment between service outcomes and organizational goals.

    Security and compliance are central to every deployment. Dynamics 365 is hosted on Microsoft Azure, benefiting from enterprise-grade encryption, multi-factor authentication, and role-based access control. We configure field-level permissions so users see only the data relevant to their roles. Audit trails log every change for accountability and compliance verification. Our team ensures adherence to GDPR, HIPAA, and other industry-specific standards. Regular penetration tests and patch updates maintain defense integrity. Backup and disaster-recovery systems guarantee data availability. These measures collectively provide a secure environment that protects sensitive customer information at all times.