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Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

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Page 1: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate
Page 2: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

Interactive

service hub

Knowledge

management

External party

model

Voice of the

customer *

USD

enhancements

PowerBI and text

analytics

DROPPED

Social CRM *

Case

enhancements

Page 3: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

• Role driven next-gen agent experiences (tailor-made for Customer Service personas)

NEW

• Real-time dashboard for

a one-place view of

workload

• Interactive chart based

visual filters

• Configurable data

streams for multiple

entities

• Perform Queue and

Entity actions directly

from Streams

• Granular and

customizable filtering

criteria

• Customizable display

Page 4: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

• Native KM solution

for CRM

• Immersive WYSIWYG

editing experience

with embed images

and video

• Translation and

versioning support

• Automated

publishing and

expiration

• Enable knowledge on

any entity

Page 5: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

• Use CRM to manage

and maintain profiles

• Familiar CRM

permission concepts to

define and control

access to CRM content

• Automate permission

and role assignments

with rules

• Custom relationship

models to enable

partner and “on behalf

of” scenarios

Page 6: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

• Enterprise feedback

management across

multiple channels

• Trigger feedback

automatically

throughout case or

customer lifecycle

• Analyze customer

feedback to help

identify gaps in service

• Create alerts and

follow-up activities to

take action on negative

CSAT

Page 7: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

• Easy install,

configuration and

upgrade experience

for IT

• Telemetry and agent

behavior analytics

• Multi-monitor

support

• Stability &

performance

enhancements

• oAuth support

Page 8: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

* No out-of-the-box telemetry infrastructure (requires customers to configure their own telemetry sink and generate reports)

Page 9: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

Out of the box PowerBI

• Customer Service

Content Pack

• Customer Service

Manager dashboard

• Metrics and charts to

measure customer

service performance

Page 10: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate

• Azure ML Text

analytics determines

topics based on all of

the comments, notes

and attributes of a

case

• Use this analysis to

identify trends and

the root cause of

escalations

• Show solutions to

agents automatically

based on these topics *

Page 11: Earning Customer Loyalty: What's New in Service for Dynamics CRM · 2020. 4. 18. · • Familiar CRM permission concepts to define and control access to CRM content • Automate