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Resolve Issues Faster.
Delight Customers with Dynamics 365 Customer Service.

We implement and configure Dynamics 365 Customer Service for UK businesses — helping your team manage cases, automate routing and deliver consistent service across every channel with AI-powered assistance.

Dynamics 365 Customer Service agent desktop showing case management for UK businesses
Microsoft Dynamics 365 Customer Service

The service platform built for every customer interaction

Dynamics 365 Customer Service is Microsoft's intelligent service management platform — unifying cases, knowledge, channels and AI assistance in one connected workspace integrated with Outlook, Teams and Power Platform.

At MS Dynamics Consulting we implement and tailor Dynamics 365 Customer Service for UK businesses of all sizes — from straightforward helpdesk deployments to fully omnichannel contact centre environments with AI agents, Copilot for Service and custom Power Automate workflows.

  • UK-based certified Dynamics 365 consultants
  • 100+ successful CRM & service implementations delivered
  • SMB and nonprofit specialists

What Dynamics 365 Customer Service can do

A complete, AI-powered service platform — configured for your business by our UK team.

Case Management

Create, track and resolve cases across email, phone, chat and social from a unified agent desktop. Configurable SLAs, entitlements, escalation rules and automated routing ensure every issue reaches the right person at the right time.

Copilot for Service

AI-generated case summaries, suggested knowledge articles, drafted email responses and real-time conversation guidance — all surfaced directly in the agent desktop so your team resolves issues faster with less manual effort.

Omnichannel Routing

Intelligent, AI-based unified routing classifies incoming work items by intent and sentiment then assigns them to the best-suited agent or queue — maximising first-contact resolution across voice, live chat, email, SMS and social.

Knowledge Management

Create, manage and surface knowledge articles at the point of need — for agents and customers alike. AI-powered search, version control, feedback loops and automatic suggestions reduce handle time and empower self-service.

Real-Time Analytics & Insights

Embedded Power BI dashboards, sentiment analysis, CSAT surveys and supervisor monitoring give service leaders full visibility of team performance, case trends, SLA compliance and customer satisfaction — in real time.

Customer Self-Service Portal

Power Pages-based self-service portals let customers log cases, track progress, search knowledge articles and engage with AI chatbots — deflecting routine queries and freeing agents to focus on complex issues.

SLAs & Entitlement Management

Define, track and enforce service level agreements with automated warnings and escalation actions. Entitlements control support access by customer, contract tier or product — ensuring the right level of service is delivered consistently.

Integrations & Extensions

Native integration with Outlook, Teams, SharePoint, Dynamics 365 Sales and Power Platform. We also configure third-party telephony connectors, ERP integrations, and custom Power Automate flows to connect your service desk with the rest of your business.

Real-Time Translation & Transcription

Break language barriers with real-time message translation and call transcription — enabling agents to support international customers without specialist language skills, and supervisors to monitor all interactions with full context.

AI & Copilot

Agentic service — powered by Microsoft AI

Dynamics 365 Customer Service includes a suite of AI agents that work autonomously alongside your team — automating the case lifecycle, maintaining knowledge and discovering customer intents continuously.

We configure and enable the right AI capabilities for your team as part of every implementation — ensuring adoption and measurable impact from day one.

Ask us about Copilot for Service

Case Management Agent

Automates the full case lifecycle — from creation and classification through resolution and closure — reducing handle time and freeing agents to focus on complex, high-value interactions.

Customer Knowledge Management Agent

Keeps knowledge articles perpetually current by mining insights from case notes, resolution paths and conversation transcripts — so your knowledge base grows smarter over time, automatically.

Customer Intent Agent

Discovers and maps customer intents from conversations across all channels — enabling evergreen self-service bots and smarter routing rules that evolve with your customers' needs.

Quality Evaluation Agent

Monitors service quality across every interaction — from live agents to self-service bots — scoring conversations, flagging coaching opportunities and surfacing trends that drive continuous improvement.

Our Approach

How we deliver your Dynamics 365 Customer Service project

1

Discovery & Scoping

We map your current service processes, channel requirements, SLA structures, queue design and reporting needs — agreeing a clear scope and fixed project plan before work begins.

2

Configuration & Channel Setup

We configure case forms, routing rules, SLAs, entitlements, knowledge base, queues and any omnichannel connections — with Power Automate workflows and Power Pages portal where required.

3

Data Migration

We migrate historical cases, contacts, accounts and knowledge articles from your existing helpdesk or CRM — with full data profiling, field mapping, cleansing and validation before go-live.

4

Training & Go-Live

Role-based training for agents, supervisors and administrators. Supported go-live with our UK team on hand, followed by a hypercare period to resolve any post-launch issues quickly.

5

Ongoing Managed Support

Flexible retainers covering break-fix, configuration changes, release wave updates, new channel onboarding and reporting enhancements — keeping your service operation optimised as your business grows.

MS Dynamics Consulting team delivering a Dynamics 365 Customer Service implementation for a UK business

Dynamics 365 Customer Service pricing

Microsoft licensing prices shown. We advise on the right tier and can bundle licensing with our implementation services.

Customer Service Professional

£38.40

user/month, paid yearly (excl. VAT)

Core case management, knowledge management, SLAs, entitlements and basic self-service. Ideal for organisations starting their service journey on Dynamics 365.

  • Case management & SLAs
  • Knowledge base
  • Microsoft 365 integration
  • Basic self-service portal
Most Popular

Customer Service Enterprise

£80.70

user/month, paid yearly (excl. VAT)

Advanced service capabilities with omnichannel, AI-powered routing, Copilot for Service, embedded analytics and full Power Platform extensibility.

  • Everything in Professional
  • Copilot for Service
  • AI-based unified routing
  • Sentiment analysis & translation
  • Embedded Power BI analytics

Customer Service Premium

£149.90

user/month, paid yearly (excl. VAT)

Integrated contact centre and agentic CRM service — combining Dynamics 365 Customer Service Enterprise with the full Contact Center for voice, digital channels and conversation intelligence.

  • Everything in Enterprise
  • Integrated Contact Center
  • Voice & digital channels
  • Conversation intelligence
  • Real-time agent assist

* Prices are Microsoft's published UK prices and are subject to change. Contact us for a tailored quote including implementation services.

Why UK businesses choose MS Dynamics Consulting

for their Dynamics 365 Customer Service implementation

Microsoft Certified

Our consultants hold Microsoft Dynamics 365 certifications and stay current with every release wave update.

UK-Based Team

We're UK-based and understand the needs of UK SMBs — from Making Tax Digital to GDPR and local telephony requirements.

End-to-End Delivery

From licensing advice and configuration through data migration, training and post-go-live support — we handle the full project lifecycle.

SMB & Nonprofit Focus

We specialise in right-sized implementations for growing businesses and charitable organisations — pragmatic, cost-effective and built to last.

Frequently asked questions

Dynamics 365 Customer Service is Microsoft's cloud-based service management application that helps organisations manage cases, knowledge articles, SLAs, entitlements and customer interactions across email, phone, chat and social channels. It includes AI-powered Copilot for Service, automated routing, sentiment analysis, real-time translations and self-service portals — enabling service teams to resolve issues faster and deliver consistent experiences at scale.

Customer Service Professional (from £38.40/user/month) covers core case management and knowledge management — suitable for straightforward helpdesk operations. Enterprise (from £80.70/user/month) adds omnichannel capabilities, AI-powered routing, Copilot for Service, embedded analytics and full Power Platform extensibility. Premium (from £149.90/user/month) includes everything in Enterprise plus an integrated Contact Center with voice, digital channels, real-time agent assist and conversation intelligence. We help UK businesses select the right tier for their team size and engagement requirements.

A typical implementation for a UK SMB takes between 4 and 12 weeks, depending on the number of channels, routing rules, SLA complexity, integrations and knowledge base migration. Our phased approach — Discovery, Configuration, Channel Setup, Data Migration, UAT, Training, Go-Live — ensures a predictable timeline with minimal disruption to your service team.

Yes. Dynamics 365 Customer Service integrates with telephony providers via the Contact Center (built on Azure Communication Services) and third-party voice platforms through certified channel integrations. It also supports live chat, SMS, WhatsApp, Facebook Messenger and email — all manageable from a single unified agent desktop. We assess your existing infrastructure and design the right channel architecture for your team.

Yes. We offer flexible managed support and development retainers for Dynamics 365 Customer Service — covering break-fix, configuration changes, release wave updates, new channel onboarding, reporting enhancements and user training. Our UK-based team provides responsive support aligned to your business hours.

Scroll each panel to explore our Dynamics 365 Customer Service expertise in depth.

Core Service Capabilities

Case Management

Create, track and resolve cases from a unified agent desktop across email, phone, live chat, SMS and social channels. Configurable case forms, statuses, priorities, queues, escalation rules and automated routing ensure every issue reaches the right person at the right time with full audit history.

Omnichannel Routing

AI-based unified routing classifies incoming work items by intent, sentiment, language and urgency — then assigns them to the best-suited agent or queue. Supports voice, live chat, SMS, WhatsApp, Facebook Messenger, Twitter/X and custom channels from a single supervisor view.

SLAs & Entitlement Management

Define, track and enforce service level agreements with automated warnings, pause-on-hold logic and escalation actions. Entitlements control support access and response commitments by customer tier, product or contract — ensuring the right level of service is delivered consistently and measurably.

Knowledge Management

Create, manage and surface knowledge articles at the point of need — for agents and customers alike. AI-powered search, version control, feedback loops and automatic article suggestions reduce handle time and empower self-service resolution via Power Pages portals.

Dynamics 365 Customer Service UK case management UK omnichannel routing SLA management Dynamics 365 knowledge management CRM

AI, Copilot & Agents

Copilot for Service

AI-generated case summaries, suggested knowledge articles, drafted email responses and real-time conversation guidance — surfaced directly in the agent desktop, Outlook and Teams. Reduces average handle time and improves response quality without requiring agents to switch applications.

Case Management Agent

Automates the full case lifecycle from creation and classification through resolution and closure — reducing manual tasks on service representatives and ensuring consistent process adherence across the team.

Customer Knowledge Management Agent

Keeps knowledge articles perpetually current by mining insights from case notes, resolution paths and conversation transcripts — so your knowledge base grows smarter over time, automatically, without editorial overhead.

Customer Intent Agent

Discovers and maps customer intents from conversations across all channels — enabling evergreen self-service bots and smarter routing rules that evolve continuously with your customers' actual needs and language.

Quality Evaluation Agent

Monitors service quality across every interaction — from live agents to self-service bots — scoring conversations, flagging coaching opportunities and surfacing trends that drive continuous improvement in CSAT and first-contact resolution.

Copilot for Service UK AI customer service UK service agents Dynamics 365 Customer Service Enterprise Dynamics 365 Customer Service Premium

Implementation & Support

Service Process Design

We map your current service processes, channel requirements, queue structures, SLA tiers and escalation paths — then translate them into a Dynamics 365 configuration that reflects how your team actually works, not a generic out-of-the-box template.

Data Migration

Migration of historical cases, contacts, accounts and knowledge articles from legacy helpdesks including Zendesk, Freshdesk, ServiceNow, Salesforce Service Cloud, Zoho Desk, Jira Service Management and bespoke ticketing systems. Full data profiling, field mapping, cleansing and validation before go-live.

Integrations & Extensibility

Native integration with Outlook, Teams, SharePoint, Dynamics 365 Sales and Power Platform. Third-party telephony via certified channel integrations. Custom Power Automate flows, Dataverse plugins, PCF controls and Azure Function integrations to connect your service desk with ERP, billing and operations systems.

Post Go-Live Support

Monthly managed support retainers covering break-fix, configuration changes, release wave update testing, new channel onboarding, reporting enhancements and user training. UK-based team available Mon–Fri 09:00–18:00 GMT with defined SLA response times.

Dynamics 365 Customer Service implementation UK Customer Service consultant UK helpdesk migration Dynamics 365 Zendesk to Dynamics 365 D365 Customer Service support UK
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