Customer service is essential, but it shouldn’t be a budget drain. Dynamics 365 Customer Service offers flexible licensing and intelligent features that help you deliver great support without overspending. The key is knowing what you need, and what you don’t.

xMonthly specializes in helping businesses make smart licensing decisions. Our free consultations and guided trials help you find the right mix of features, users, and integrations to maximize value. xMonthly Agents can also assist with deployment and implementation, ensuring your CRM is configured for success and aligned with your business goals.

Not every agent needs the same tools. Dynamics 365 Customer Service offers Professional and Enterprise tiered licensing, with each tier suited to different roles. Read more about those licensing options in our Dynamics 365 Customer Service Licensing Guide.

It’s important to note that Professional and Enterprise licenses cannot be mixed within the same instance of a client tenant. Microsoft requires these licenses to be used in separate environments due to contractual and technical limitations. If your organization plans to use Customer Service Professional licenses, Enterprise licenses must be removed from users and replaced accordingly.

We can also help you explore bundled options that include Microsoft 365, Power Platform, or Business Central, which can reduce costs and simplify management. For example, pairing Customer Service Professional with Microsoft 365 Business Premium gives agents access to CRM, email, and collaboration tools under one license.

Moreover, if your organization has 10 full users, Dynamics 365 Customer Insights can be highly discounted. That discount unlocks the full potential of Dynamics as a powerful platform for personalized service, segmentation, and customer journey mapping. Click the link below to find our article about bundling Dynamics 365 Licenses and get more information!

Copilot: The ROI Accelerator

Microsoft Copilot is both a productivity boost and a cost saver. By automating repetitive tasks, generating insights, and improving resolution speed, Copilot helps teams do more with less. Managers can use it to monitor case trends, forecast workloads, and identify bottlenecks (without spending hours in spreadsheets).

Try Before You Buy

xMonthly’s guided trials let you test different configurations and features before committing. Our agents help you explore real use cases and identify the best licensing mix for your business. Combined with our free licensing review, you’ll have a clear path to maximizing value.

And with deployment and implementation support from xMonthly Agents as the cherry on top., you’ll be set up for success from day one. Get Support via the form below!