Microsoft Business Applications

Discover everything about the Microsoft Business Applications, Dynamics 365, and Power Platform universe on the Smart Consulting Partner Blog.

Contact Center
Dynamics 365 Customer Service

Copilot in Dynamics 365 Contact Center

The Dynamics 365 Contact Center is an innovative cloud-based solution designed to transform how organizations manage customer service. With a strong emphasis on using Copilot, an AI-powered tool, this product offers a powerful combination of automation, efficiency, and personalization across all interaction channels, enabling an unparalleled CRM experience.

Omnichannel Experience and Personalization

The Dynamics 365 Contact Center allows organizations to provide a seamless customer service experience by seamlessly integrating various communication channels such as voice, chat, and bots. This ensures that customers can switch between channels without losing the context of the conversation, delivering a continuous and efficient service.

Additionally, the solution is equipped with advanced AI capabilities, including sentiment analysis, real-time transcription, and translation, which enhance the accuracy and effectiveness of customer service.

Key Features

Some of the key features of the Dynamics 365 Contact Center include:

  • Personalized Service Management: Utilizing chat and voice bots to offer personalized and efficient customer service.
  • Unified Routing: Effective routing of work items to the appropriate agents, improving productivity and customer satisfaction.
  • Collaboration via Microsoft Teams: Direct integration with Microsoft Teams, allowing agents to collaborate with experts in real-time.
  • Reports and Dashboards: Robust tools for performance and productivity management, providing detailed insights into contact center operations.
  • Real-time AI Assistance: Copilot helps agents automate time-consuming tasks such as summarizing cases and suggesting responses, allowing them to focus on solving complex problems and providing greater value to customers.

What Changed with the Introduction of the Contact Center?

Microsoft has a long history in developing contact center solutions, significantly contributing to the evolution of this sector. However, until recently, these solutions were not considered CCaaS (Contact Center as a Service) products because they were strongly tied to Dynamics CRM and could not be easily integrated with other CRM systems, a key feature for being classified as CCaaS.

Over the past five years, Microsoft has enhanced its offerings with features such as Unified Routing, Agent Desktop, digital and social channels, as well as automation via Power Automate. The addition of the voice channel with the All in One Digital Contact Center and the integration of the Nuance platform, along with Copilot in Service, brought advanced features such as automatic response suggestions using generative AI.

However, the introduction of the contact center represents a significant innovation as it aims to improve this integration, allowing Microsoft to compete more effectively in the CCaaS market by offering a more flexible and comprehensive platform for customers.

Digital Contact Center

Microsoft’s digital contact center platform was designed modularly, allowing companies to choose and implement channels that meet customer expectations for convenient interactions, offering a consistent omnichannel experience and enhanced routing based on skills and sentiment. Additionally, unified conversation data analysis provides valuable insights for trend management. However, one challenge was the dependence on Dynamics 365 Customer Service Enterprise, which had financial and implementation implications for customers who already had a CRM system.

The good news is that the Dynamics 365 Contact Center is available not only for Customer Service but also with other Dynamics modules, such as Sales, Field Service, and Project Operations. This allows for broader and more flexible integration, enabling companies with existing CRMs to maintain their systems while adopting the Dynamics 365 Contact Center.

Copilot Capabilities

Copilot, integrated into the Dynamics 365 Contact Center, offers several AI-assisted functionalities, including:

  • Ask Questions: Agents can get quick and accurate answers to frequently asked questions.
  • Compose Emails: Automation in creating personalized emails for customers.
  • Summarize Conversations: A tool that allows efficient summarization of conversations, facilitating follow-up and continuity of service.

These features are designed to increase agent productivity, reduce response time, and improve customer satisfaction.

Implementation and Setup

To fully leverage Copilot’s capabilities, it’s essential to properly configure agent experience profiles. Implementation and optimal setup should be carried out with the help of specialized consulting. This approach ensures that all tools, such as suggesting responses and composing emails, are correctly activated and efficiently utilized. Additionally, the consultancy can assist in recording and analyzing agents’ interactions with Copilot, contributing to the continuous improvement of AI performance.

Conclusion

The Dynamics 365 Contact Center is a comprehensive solution that combines cutting-edge technology with advanced AI capabilities to transform customer service. By providing an integrated omnichannel experience, intelligent automation, and personalization, this solution enables organizations to increase operational efficiency, reduce costs, and, above all, deliver exceptional customer service.

Explore the Dynamics 365 Contact Center and discover how it can revolutionize the way you manage your customer interactions, providing a high-quality and efficient service experience. To learn more and begin implementation, speak with one of our consultants.

Dynamics Customer Service
Dynamics 365 Customer Service

Explore the New Dynamics Customer Service Premium

Imagine you’ve had a long, stressful day and decide to relax by buying something you’ve been wanting for a while.

But when you finally need support from the company, you encounter long wait times, endless repetitions of information, and unprepared agents. Frustrating, right? You’re not alone.

Keep reading to discover how Dynamics Customer Service Premium can revolutionize your customer service…

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Dynamics 365 Consulting
Microsoft Business Applications

Dynamics 365 Consulting: Why is it essential to have one?

Before we discuss Dynamics 365 consulting, consider the following scenario:

Imagine a company expanding its operations into new markets, facing a series of challenges: operating in various regions and countries, each with its own regulations, cultures, and consumer preferences.

Understanding and meeting the needs of customers from different cultures and languages is a challenge in itself. Additionally, this company faces issues with legacy systems and decentralized infrastructure, resulting in unresolved technical difficulties and delays in resolving incidents in critical operations.

To make matters worse, there is a shortage of specialized talent in Microsoft solutions, low availability during high-demand peaks in Information Technology (IT) projects, and a lack of technical expertise.

Have you experienced any of these problems or do you identify with any of them? Then, this article is for you!

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Power Apps Consulting
Power Apps

Power Apps Consulting: Why Is It Essential for Your Business?

In the modern business world, efficiency and agility are key to the success of any enterprise. With digital transformation increasingly prevalent, companies need to find ways to automate processes, increase productivity, and enhance customer experience.

This is where Power Apps comes in—a Microsoft platform that allows you to create custom applications without the need for complex coding.

However, even with a powerful tool like Power Apps, many companies face challenges in implementing and effectively using the platform, especially when dealing with data scaling. This is where specialized Power Apps consulting becomes essential.

In this article, we will explore the reasons why Power Apps consulting is essential for your business’s success and how it can help drive your company’s digital transformation.

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Customer Insights Microsoft
Dynamics 365 Customer Insights

Microsoft Customer Insights: Learn Everything About Product Integration (Marketing + Insights)

Dynamics 365 Marketing is a marketing automation solution that enables the creation and execution of multichannel campaigns, generating qualified leads, personalizing the customer experience, and measuring the return on marketing investment (ROI). Microsoft Customer Insights is a Customer Data Platform (CDP) that allows the unification and enrichment of customer data, obtaining actionable insights, and activating customers in real-time.

The product integration between Dynamics 365 Marketing and Dynamics 365 Customer Insights aims to offer customers a complete and integrated solution to manage the customer lifecycle, from attraction to loyalty.

In this post, we will detail the changes in price, features, implementation, support, etc., with this integration and address the most frequently asked questions from customers along with related answers to the new Microsoft Customer Insights.

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Power Automate Consulting
Power Automate

10 Reasons to Hire a Power Automate Consulting and Transform Your Business

Process automation is a cornerstone in the pursuit of efficiency and productivity in modern organizations. Within the Microsoft ecosystem, one of the most powerful tools to achieve these goals is Power Automate. However, to fully harness its benefits, relying on specialized Power Automate consulting is crucial.

In this post, we’ll explore 10 reasons why you should consider hiring Power Automate consulting.

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What is BPM
Power Automate

What is BPM – Business Process Management?

Knowing what BPM – Business Process Management is to improve your business processes, with the aim of increasing their efficiency, effectiveness and flexibility is extremely important for your career and company. Through BPM, companies can optimize their operations, reduce costs, improve the quality of their products or services and increase customer satisfaction.

In this post, we will explore what BPM is, how to apply it to your company and what the advantages and benefits of this approach are. We will also discuss the BPM software available on the market and how they can help companies automate and manage their business processes. Follow along!

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