Skip to main content

Building a Smart Customer Service Desk in Microsoft Dynamics 365 with Artificial Intelligence

by Stefano Tempesta
CTO, Microsoft Regional Director & MVP, Connecting Software

Editor's Note: Stefano Tempesta will be exploring the topics of smart service and AI in a webcast on Tuesday, March 20.

Microsoft Dynamics 365 for Customer Service offers a rich toolset of applications for managing the diverse business processes that emerge in help desk centers across a variety of industries.

At the foundation of the Dynamics 365 Customer Service experience are three tools, each with different target and purpose:

  1. Customer Service
  2. Customer Service Hub
  3. Unified Service Desk

The key entities at the core of the Customer Service workflows are Cases, Queues, and Knowledge Articles. Workflows initiated from these entities also impact other entities, commonly refered to as collateral: Articles, Contracts, Products, and Services. Customer Service helps organization keep track of performance of their agents by setting specific key performance indicators (KPIs) using the Goal and Goal Metric entities.

Microsoft Dynamics 365 Unified Service Desk

Customer Service Hub

Customer Service Hub is a web application targeted at customer service agents for quick access to cases, activities, and articles. Its interface is centered around proper dashboards that provide access to Tier 1 and Tier 2 cases, categorized by status, priority, product, incident type, etc.

From these dashboards, agents can see cases assigned to them, and all relevant activities: Email, Task, Appointment, Phone Call, Social Activity.

The Knowledge Dashboard is the agent's table of content for knowledge articles, also classified by subject, owner, status and other types ...

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

About Stefano Tempesta
Stefano Tempesta is CTO at SXiQ, a Microsoft Regional Director, MVP on Azure, AI and Business Applications, and co-founder of 365 Community, a non-profit organization whose mission is to empower communities around the world with better ICT processes for customer relationship management (CRM) and customer service, using modern technology. A technology manager with 20 years of international experience, entrepreneur CTO and advisor for start-ups in Australia, Singapore and Switzerland, Stefano is an author, a public speaker, a blogger, an event organizer and an ambassador of beautiful software. His interests extend to microservice architectures, blockchain, IoT and A.I. related technologies.