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  • Finance, Stock & Operations →

    • Business Central (SMB ERP)A modern, all‑in‑one cloud ERP for small and medium‑sized businesses. Manage finance, sales, stock, projects, and operations in one simple system that grows with you.
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    • Case StudiesSee how we've helped other businesses transform with Dynamics 365 and AI.
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Dynamics 365 Customer Service logo
  1. Capabilities
  2. CRM Solutions

Microsoft Dynamics 365 Customer Service

Deliver exceptional support at every touchpoint with AI-powered case management, knowledge bases, and omnichannel engagement.

Book a Discovery CallRequest a Demo
  • Overview
  • Copilot in D365 Customer Service
  • Key Benefits
  • Core Capabilities
  • Licensing & Pricing
  • D365 CS vs Competitors
  • Migration Paths
  • Integration Capabilities
  • Industry Use Cases
  • The Veriland Approach
  • Why Businesses Trust Us
  • Frequently Asked Questions
  • Related Case Studies
  • Get Started

Overview

Microsoft Dynamics 365 Customer Service is a comprehensive cloud-based platform that empowers support teams to resolve cases faster, reduce costs, and deliver consistent customer experiences across every channel. It brings together case management, knowledge bases, SLA tracking, and AI-powered assistance in a unified agent workspace.

  • Organisations report up to 40% faster case resolution times with D365 Customer Service.
  • AI-powered suggestions reduce average handle time by up to 25%.
  • First-contact resolution rates improve by up to 30% with integrated knowledge bases.

Who is Dynamics 365 Customer Service for?

Support teams of 5 to 500+ agents handling customer queries via email, phone, chat, or social channels. Organisations needing SLA compliance, knowledge management, and a unified view of every customer interaction. Businesses looking to deflect cases with self-service portals and AI-driven virtual agents.

Copilot in Dynamics 365 Customer Service

Resolve cases faster with AI by your side

  • Draft contextual responses to customer queries using case history and knowledge base articles
  • Summarise lengthy case threads and email chains so agents get up to speed instantly
  • Suggest relevant knowledge articles and resolution steps based on case context
  • Detect customer sentiment in real time and escalate high-risk cases automatically
Customer service team using AI-powered support tools

Key Benefits

  • Resolve cases faster with AI-suggested responses and automatic knowledge article recommendations
  • Deliver omnichannel support across email, phone, chat, social media, and self-service portals from one workspace
  • Enforce SLA compliance with automated escalation rules, entitlement tracking, and real-time SLA dashboards
  • Deflect cases with self-service through Power Pages portals and Power Virtual Agents chatbots
  • Empower agents with a unified workspace showing full customer history, open orders, and past interactions
  • Measure and improve with built-in analytics, CSAT surveys, and AI-driven topic clustering

Core Capabilities

Case Management

Create, track, and resolve cases with automated routing, queue management, and configurable business process flows.

Knowledge Management

Author, publish, and search knowledge articles with AI-powered suggestions that surface the right answer at the right time.

Omnichannel Engagement

Meet customers on their preferred channel — email, phone, live chat, SMS, social media, and self-service portals — from a single agent workspace.

Virtual Agents & Bots

Deploy Power Virtual Agents chatbots to handle routine queries, collect information, and escalate complex issues to live agents seamlessly.

Licensing & Pricing

Microsoft Dynamics 365 Customer Service is licensed per user per month with two main tiers plus a Team Member option. Enterprise unlocks Copilot AI, unified routing, and the ability to add omnichannel engagement. Veriland Consulting helps you choose the right licence mix.

FeatureCS ProfessionalCS EnterpriseTeam Member
Case ManagementRead-only
Knowledge BaseRead-only
SLA & Entitlements
Copilot AI Assistance
Omnichannel Add-onAdd-on
Power Virtual AgentsAdd-on
Unified Routing
Custom Entities15Unlimited
Starting Price (per user/month)~£37~£71~£6

Prices are approximate and subject to Microsoft licensing terms. Omnichannel capabilities require an add-on licence. Contact us for a tailored quote.

Most organisations start with Customer Service Enterprise for Copilot AI and unified routing, adding the Omnichannel add-on for live chat and social channels. Get a tailored licensing quote.

D365 Customer Service vs Competitors

Choosing the right customer service platform is a critical decision. Here is how Dynamics 365 Customer Service compares with other popular service desk solutions used by UK organisations.

FeatureD365 Customer ServiceZendeskFreshdeskServiceNowIntercom
Native M365 Integration
Built-in AI (Copilot)
Knowledge Management
Omnichannel (chat, social, voice)
Virtual Agents / ChatbotsAdd-onAdd-on
CRM & ERP Integration
Power Platform Extensibility
Total Cost of OwnershipMidMidLowerHigherMid
UK Data Residency

Comparison based on publicly available feature information. Individual capabilities may vary by edition and licensing.

Migration Paths

Switching service desk platforms can feel daunting, but Veriland Consulting has delivered dozens of successful migrations. Here are the most common migration paths we support.

From Zendesk

Full ticket history migration, knowledge base transfer, macro and trigger recreation in D365 workflows, and agent retraining with role-based adoption plans.

From Freshdesk

Ticket and contact migration, SLA policy mapping, automation rule recreation, and integration repointing to your existing tech stack.

From Email-Based Support

Shared mailbox migration, case queue configuration, SLA policy definition, and training to establish structured service workflows.

From Phone-Only Systems

Call logging migration, case categorisation setup, knowledge base creation, and omnichannel expansion to chat and self-service.

Every migration includes parallel running, data validation, agent training, and post-go-live hypercare support. Discuss your migration with us.

Integration Capabilities

Dynamics 365 Customer Service connects with the tools your support team already uses. Native Microsoft integrations work out of the box, and the Power Platform ecosystem enables custom connections without code.

Microsoft Teams
Outlook
Power Virtual Agents
Azure Bot Service
Power BI
Knowledge Base
Omnichannel
Power Automate
SharePoint

Need a custom integration? Veriland builds bespoke connectors using Azure Integration Services for complex, high-volume data flows. Learn more about our integration services.

Industry Use Cases

Dynamics 365 Customer Service is not a one-size-fits-all solution. Veriland tailors implementations to match the specific support workflows and compliance requirements of each industry.

Professional Services

Client query management, project-related support tickets, SLA tracking for managed services, and knowledge sharing across teams.

Retail & eCommerce

Order enquiry management, returns processing, omnichannel support across web chat, social, and email.

Field Services

Service request intake, field dispatch coordination, asset tracking, and warranty/entitlement management.

Public Sector

Citizen enquiry management, FOI request tracking, multi-channel engagement, and compliance reporting.

The Veriland Approach

Veriland Consulting makes switching to Dynamics 365 Customer Service straightforward. Our proven methodology minimises disruption and maximises agent adoption.

Discovery & Service Audit

Assess current support processes, ticket volumes, SLA performance, and technology landscape to identify improvement opportunities.

Solution Design

Configure D365 Customer Service to match your case categories, routing rules, SLA policies, and reporting requirements.

Data Migration & Integration

Migrate ticket history, knowledge articles, and contact records; connect to CRM, ERP, and communication channels.

Training & Adoption

Role-based training for agents, supervisors, and admins with adoption KPI tracking and ongoing support.

Why Businesses Trust Veriland

40%
Faster case resolution
25%
Reduction in handle time
30%
Higher first-contact resolution
50%
Case deflection with self-service
Abel
ABF
AB Mauri
ACH
Air Liquide
Arrow
Browne Jacobson
Capgemini
EDAM
Eurofins
Graham & Brown
Normet
NHS Great Western Hospitals
Octavia Housing
Sea Cohort
Wessex Searches
Wessex Water
Abel
ABF
AB Mauri
ACH
Air Liquide
Arrow
Browne Jacobson
Capgemini
EDAM
Eurofins
Graham & Brown
Normet
NHS Great Western Hospitals
Octavia Housing
Sea Cohort
Wessex Searches
Wessex Water
Abel
ABF
AB Mauri
ACH
Air Liquide
Arrow
Browne Jacobson
Capgemini
EDAM
Eurofins
Graham & Brown
Normet
NHS Great Western Hospitals
Octavia Housing
Sea Cohort
Wessex Searches
Wessex Water

“Veriland implemented Dynamics 365 Customer Service and our omnichannel add-on in 10 weeks. Our CSAT scores improved within the first month and agent productivity is up across the board.”

Head of Customer Operations, Head of Customer Operations at UK Retail Company

Frequently Asked Questions

Microsoft Dynamics 365 Customer Service is a cloud-based platform for managing customer support operations. It includes case management, knowledge bases, SLA tracking, omnichannel engagement, and AI-powered Copilot assistance — all within a unified agent workspace integrated with Outlook and Teams.

D365 Customer Service offers two main tiers: Professional at approximately £37 per user per month and Enterprise at approximately £71. The Omnichannel add-on for live chat, social, and voice channels is an additional cost. Veriland Consulting can help you optimise your licence spend.

Yes. Veriland Consulting has experience migrating organisations from Zendesk to Dynamics 365 Customer Service. We handle ticket history migration, knowledge base transfer, workflow recreation, and agent retraining. Typical migrations take 8 to 14 weeks.

Omnichannel engagement allows agents to handle customer interactions across email, phone, live chat, SMS, and social media from a single workspace. Conversations are routed intelligently based on skills, availability, and priority, and agents see full context regardless of channel.

Copilot is Microsoft's AI assistant embedded in D365 Customer Service Enterprise. It drafts contextual responses, summarises case threads, suggests knowledge articles, and detects customer sentiment in real time. It helps agents resolve cases faster with less effort.

D365 Customer Service includes a built-in knowledge management system where you can author, review, and publish articles. Copilot AI automatically surfaces relevant articles during case handling. Articles can also be exposed via self-service portals to deflect cases.

Yes. D365 Customer Service integrates with Power Virtual Agents and Azure Bot Service to deploy AI chatbots that handle routine queries, collect customer information, and escalate complex issues to live agents with full conversation context preserved.

D365 Customer Service supports configurable SLA policies with escalation rules, entitlement tracking, and real-time dashboards. SLAs can be applied based on case type, customer tier, or channel, and agents receive automatic warnings as deadlines approach.

Yes. Customer Service Professional provides core case management and knowledge base capabilities for smaller teams. As your support operation grows, you can upgrade to Enterprise for Copilot AI, unified routing, and omnichannel add-ons without re-platforming.

D365 Customer Service includes built-in dashboards for case volume, SLA compliance, agent performance, and customer satisfaction. Enterprise adds AI-driven topic clustering and sentiment analysis. Power BI integration enables advanced custom reporting.

Related Case Studies

HoloLens 2 and Dynamics 365 Remote Assist transforming clinical teaching during Covid
Great Western Hospitals NHS Foundation Trust logo

HoloLens 2 and Dynamics 365 Remote Assist transforming clinical teaching during Covid

Great Western Hospitals NHS Foundation Trust partnered with Veriland to deploy Microsoft HoloLens 2 with Dynamics 365 Remote Assist and the VeriLens Immersive Info IP — enabling multi-disciplinary clinical teaching, remote patient consultations, and real-time data sharing during the Covid-19 pandemic.

CRM upgrade and a resident-facing mobile app for a London housing association
Octavia Housing logo

CRM upgrade and a resident-facing mobile app for a London housing association

Octavia Housing Association upgraded from Dynamics CRM 8.0 to the latest Dynamics 365 Customer Service and launched a React Native mobile app — giving 5,000+ residents self-service access to rent accounts, repairs, and communications.

Global vitamin manufacturer powered by FO and a fine-tuned LLM

Global vitamin manufacturer powered by FO and a fine-tuned LLM

XenVit deployed Dynamics 365 Finance & Operations across multinational operations and fine-tuned an open-source LLM on Azure to transform sales, marketing and customer service.

Ready to transform your customer service?

Book a free discovery call to see how Dynamics 365 Customer Service can improve resolution times and customer satisfaction.

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