DYNAMICS 365 CUSTOMER SERVICE IMPLEMENTATION

At xMonthly, our Agents help organizations transform their customer service operations with Microsoft Dynamics 365 Customer Service. From case management to omnichannel engagement, our tailored implementation services empower your team to deliver faster, smarter, and more personalized support.

1. Discovery & Planning
   • Business process analysis and service journey mapping
   • Requirements gathering and solution blueprint
   • Success metrics and KPIs definition
2. System Design & Configuration
   • Case management setup and automation
   • Knowledge base and self-service portal configuration
   • Omnichannel integration (chat, email, voice, social)
3. Integration & Customization
   • Case management setup and automation
   • Knowledge base and self-service portal configuration
   • Omnichannel integration (chat, email, voice, social)
4. Training & Enablement
   • Role-based training for agents, supervisors, and admins
   • Change management and user adoption strategies
   • Documentation and support materials

• Unified agent desktop
• AI-powered case routing and suggestions
• Knowledge management and self-service portals
• Omnichannel engagement (voice, chat, email, social)
• Real-time analytics and customer insights