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Dynamics 365 Services

Transforming service operations

Transform your customer experience and achieve sales success with Dynamics 365 service modules.

How We Can Help

As a leading UK Microsoft Partner, we excel in deploying Dynamics 365. CPS will evaluate your current business processes and assist with process flows and app development to ensure your service success. Our team of specialised consultants and solution architects are here to support you every step of the way, whether you need additional support or full service development.

With over 30 years of experience from our customers, our pre-built solutions allow you to accelerate your implementation of Dynamics Services. These come as modular, fixed-price packages that include end-to-end implementation and localisation for your specific needs, depending on the size of your business and the functionality you need.

Customer Service

Revolutionise your customer service with features such as automated case management, AI-driven insights, and real-time dashboards. Deliver personalised service to each customer, while empowering your agents to resolve issues swiftly and effectively.

Field Services

Streamline your on-site service delivery by optimising scheduling, automate work orders, and provide real-time updates to technicians. With predictive maintenance and remote assistance, it ensures efficient operations and happy customers. Perfect for businesses of all sizes, it empowers your team to resolve issues swiftly and effectively.

Contact Center

Enhance customer interactions by streamlining communication across multiple channels. Integrate voice, chat, email, and social media into a single platform, ensuring seamless and efficient service. With AI-driven insights and automated workflows, it helps your team resolve issues quickly and improve customer satisfaction. Ideal for businesses of all sizes, it empowers your contact center to deliver exceptional service every time.

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Best Practices for Success

To get the most out of Microsoft Dynamics 365 Services, businesses should follow these best practices:

  • Define clear goals and objectives for service operations.
  • Provide ongoing training and support for technicians and service agents.
  • Use AI-powered insights to understand customer behaviour and preferences.
  • Automate routine tasks and focus on high-value activities that drive service success.
  • Set up and track service milestones to ensure timely completion.
  • Use digital messaging to engage with customers and provide proactive support.
  • Continuously monitor and evaluate service operations to identify areas for improvement.

By following these best practices, businesses can deliver exceptional service experiences, improve customer satisfaction, and enhance operational efficiency across all Dynamics 365 Service modules.

What You'll Achieve

Improved Customer Satisfaction

Deliver timely and effective service across all channels.

Enhanced Productivity

Empower technicians and agents with real-time updates and mobile access.

Optimised Scheduling

Efficiently allocate resources and manage appointments.

Proactive Support

Engage customers through digital messaging and proactive outreach.

Streamlined Operations

Automate work orders and reduce manual tasks.

AI-Driven Insights

Gain insights into customer behaviour and service trends.

Who We've Helped

We have had the pleasure of working with the team at CPS during the development and build of our new company-wide IT system. The team at CPS have a deep technical knowledge and a proactive approach to problem-solving. Their ability to understand our specific needs and deliver tailored solutions has been instrumental in enhancing our operational efficiency and achieving our business goals. On top of that, the team were also very easy to work with! Highly recommended.

Tim Jenner
Chief Executive Officer at PQA
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Technical Features

  • Track Customer Issues: Manage cases efficiently.
  • Service Scheduling: Plan and organise services.
  • Service-Level Agreements (SLAs): Define and track service levels.
  • Queues and Routing: Direct cases to the right channels.
  • Predictive Maintenance: Use AI to foresee and prevent issues.
  • Remote Assistance: Provide support to field technicians in real-time.
  • Knowledge Base: Share information seamlessly.
  • Chats and Conversations: Engage with customers and team members across channels.
  • Reports and Dashboards: Monitor performance over time.
  • Entitlements: Set clear service terms.

Valuable Integrations

Connecting with other business apps

Microsoft Dynamics 365 Field Services integrates with a range of business apps to provide a seamless field service experience.

Some of the valuable integrations include:

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Power BI

Provides dashboards and reports to help businesses understand service performance.

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Power Pages

Enables businesses to create service portals for stakeholders.

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Ready To Learn More?

Book A Demo

Curious about how Microsoft Dynamics 365 can transform your business? We’ve got the expertise and the passion to help you thrive, no matter your industry or size.

So, why not take a moment, get comfy with your favourite brew, and…

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Frequently Asked Questions

What is Microsoft Dynamics 365 Field Services?
How does Dynamics 365 improve field service?
What are the key features of Dynamics 365 Field Services?
How can CPS help with Dynamics 365 deployment?
What are the benefits of using Dynamics 365 for field service?
Can Dynamics 365 integrate with other apps?