Microsoft CRM Customer Service Features
Customer service representatives will find Microsoft CRM Customer Service easy to learn and use. Among other features, it offers an intuitive user interface, automated processes for handling service requests, and a searchable, shared database of support information.
Case Management
Create, assign, and easily manage cases for customer service requests. Manage actions and communications for each case from a central location.
Complete customer view
View all accounts, including sales and order information, to identify top customers and better understand specific customer needs.
Automated routing, queuing, and escalation
Customizable workflow rules let you automatically route service requests and cases to the appropriate representatives or to queues for resolution, escalation and reassignment.
Searchable knowledgebase
Publish support articles and other relevant support information to a searchable knowledgebase. Built-in review processes ensure information is complete, correct, and properly tagged for search.
Service contracts
Easily create and maintain service contracts with Microsoft CRM. When a support case is resolved, relevant contract information is updated automatically.
Auto-response e-mail
Use customizable templates and workflow rules to generate and send auto-response e-mails to customer requests.
E-mail management
Convert quotes to orders, and then modify and save orders until they are ready to be submitted.
Reports
Comprehensive reporting tools let you identify common support issues, evaluate customer needs, track service processes, and measure service performance.
Integration with Microsoft Business Solutions
Microsoft CRM integrates easily with Microsoft Business Solutions ERP applications. Key data mapping includes accounts, contacts, product catalogue, pricing lists, orders and invoices.