Service customer
A service customer is an account record containing all details needed to provide support, including contact history, installed products, service agreements, and support entitlements. D365 uses this to deliver personalized and efficient care.
How do you track a service customer profile for personalized support in D365?
Your service customer profile is the central hub for every interaction you have with your clients, and by ensuring that this record contains not just their contact info, but also their installed assets, their active service agreements, and their complete support history, you empower your agents to solve problems with a level of insight that drives true satisfaction.
If your agents are currently wasting the customer's time by asking for information that should be in the system, you have a massive opportunity to improve your service quality by centralizing your account history. We help you design comprehensive customer records that give your team the intelligence they need to provide truly proactive support, which is a major driver of customer retention.
Maintaining personalized service insights demands dedicated, proactive technology management. Engaging an experienced technical team under a professional support contract guarantees that your customer data remains fully performant.
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Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.