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Copilot for Dynamics 365 Customer Service

Welcome to the World of AI for Dynamics 365 Customer Service

Simplify tasks and Generate Insights across your entire Microsoft Power Platform and Dynamics 365 CRM with the AI-powered tool.

Business Assessment
Design & Development
Copilot for Customer Service Canada

Dynamics 365 and the Power Platform: It's What We Do

Microsoft 365 Copilot Canada

Microsoft Customer Service Copilot

 

Copilot for Customer Service offers real-time AI assistance, empowering agents to automate time-consuming tasks, streamline case management, and resolve issues more efficiently. This enables agents to focus on delivering faster resolutions and providing greater value to customers.

Create a Trusted Knowledge Centre

Accelerate onboarding and case resolution with a service-based Copilot agent prompting real-time advice pulling data directly from historical interactions and creating knowledge articles for future reference. 

Simply Tasks
  •  Leverage AI capabilities to draft emails and set up meetings in Microsoft Outlook with data from Dynamics 365 Customer Service and Microsoft 365
  •  Create AI-generated email and meeting summaries in Microsoft Teams, and Outlook. Save them directly to Dynamics 365 Customer Service.
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  • Eliminate notetaking with AI-generated meeting transcriptions, and suggested action items directly in Microsoft Teams and Dynamics 365 Customer Service.
Optimize Workflow
  • Elevate customer interactions with AI assistance for real-time suggested tips, related information, and answers to customers’ questions during Microsoft Teams calls
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  • Gain comprehensive real-time insight from past support cases through simple prompts. 
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  • Create customized visualization of omnichannel analytics and agent case metrics.

Need a New Microsoft CRM Partner?

With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.

Need a new partner

Steve Ewing, Vice President

Phone: +1-888-257-3577 x 213
Email: sewing@purelycrm.com

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