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Mohila

Dynamics 365 Customer Service

Microsoft Dynamics 365 Customer Service

Faster, Smarter Customer Support

Dynamics 365 Customer Service helps your support team track every customer issue as a case, from the first contact to the final resolution, across email, phone, chat and social channels.

Mohila sets up case management, routing, service levels and the knowledge base around how your team works, and connects Customer Service with Sales, Field Service and Business Central for a complete view of each customer.

  • Every request tracked as a case
  • The right case goes to the right agent
  • Answers at hand with a shared knowledge base
Dynamics 365 Customer Service on laptop and tablet
One platform

Everything Customer Service Brings Together

Dynamics 365 Customer Service connects every part of your support operation in one system.

Case Management
Conversations Across Channels
Unified Routing
Knowledge Base
Service-Level Agreements
Entitlements
Dynamics 365
Customer Service
Microsoft
Copilot Service Workspace
Autonomous Agents
Collaboration in Teams
Service Scheduling
AI Insights
Reports and Dashboards

Capabilities as described in Microsoft's Dynamics 365 documentation. Some need a specific licence or add-on.

Key capabilities

Built for Modern Support Teams

Give your agents one workspace and give managers a clear view of how support is performing.

Case management

Log every issue as a case with customer, product and priority, and track all activities until it is resolved.

Omnichannel engagement

Talk to customers by email, phone, chat, SMS and social channels from one agent workspace (some channels need an add-on licence).

Unified routing

Send each case or conversation to the best available agent or team using rules, skills and capacity.

Knowledge base

Create, approve and publish articles so agents and customers find answers quickly.

SLAs and entitlements

Define response and resolution targets and the level of support each customer is entitled to.

Analytics and dashboards

Track case volumes, resolution times and customer satisfaction with built-in reports and Power BI.

See it in action

Customer Service in Action

A quick look at the workspace your support agents use every day.

Dynamics 365 Omnichannel for Customer Service agent workspace with chat and conversation summary
Omnichannel agent workspaceAgents chat with customers while seeing the contact, the case, a conversation summary from the bot, recent cases and all customer activities on one screen.
Dynamics 365 Customer Service Hub case form on desktop, tablet and phone
Case management on any deviceWork on cases with a guided process, timeline and SLA details from a desktop, tablet or phone.
Dynamics 365 Customer Service knowledge search pane on a case
Knowledge searchAgents search knowledge articles from a side pane while they work on a case.
Dynamics 365 Customer Service case summary report with incoming, active and resolved cases, CSAT and SLA charts
Service reports and insightsSupervisors see incoming, active and resolved cases, escalation rate, average handle time and customer satisfaction, with breakdowns by channel, priority and SLA status.

Product images: Microsoft. Knowledge search screenshot: Microsoft Learn, licensed under CC BY 4.0.

Dynamics 365 Customer Service connecting customers and agents: omnichannel, service intelligence, personalized experience, optimized operations and data insights
Customers and agents

One Connected Service Experience

Customer Service connects the customer and the agent in one flow, so every conversation starts with context and ends with a resolution.

  • Omnichannel: email, phone, chat and social in one place
  • Service intelligence: bots and Copilot handle routine questions
  • Personalised experience: agents see the full customer history
  • Optimised operations: routing, queues and SLAs
  • Data insights: dashboards to improve service over time
Copilot and AI

Copilot Helps Agents Resolve Cases Faster

Copilot in Customer Service works inside the agent workspace and helps agents understand cases and respond faster.

Copilot features depend on your licence, region and admin settings.

Case summariesGet the key details of a case or conversation at a glance.
Suggested answersGet answers drawn from your knowledge articles.
Email draftsDraft replies to customers in a few seconds.
Ask a questionAsk Copilot questions in plain language while working on a case.
How Mohila helps

From Set-Up to Success

DiscoverWe map your support channels, case types and service levels.
ConfigureWe set up cases, queues, routing, SLAs and the knowledge base.
ConnectWe connect email, Teams, Sales, Field Service and Business Central.
Train and supportWe train agents and supervisors and stay on for support.
Connected

Connected Across Your Business

Customer Service shares one customer record with your other Microsoft apps.

Dynamics 365 SalesDynamics 365 Field ServiceBusiness CentralOutlookMicrosoft TeamsPower BI
FAQs

Dynamics 365 Customer Service FAQs

Dynamics 365 Customer Service is Microsoft’s customer support app. It tracks customer issues as cases, routes them to the right agents, manages service levels and provides a knowledge base to help resolve issues faster.

Email and phone are supported out of the box, and chat, SMS, voice and social messaging channels are available with Microsoft’s omnichannel and contact centre options. We help you choose the right licences for the channels you need.

Yes. You can write, review, translate and publish knowledge articles, and agents get suggested articles while they work on a case.

Yes. When an issue needs a technician, a case can be converted into a work order in Dynamics 365 Field Service, so the customer history follows the job.

Yes. We define your response and resolution targets in Customer Service so agents and managers can see which cases need attention first.

Let our consultant get in touch with you.

Let our expert consultants connect with you to explore how we can optimize your business with Microsoft Dynamics solutions. Contact us today!

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