Microsoft Dynamics 365 Customer Service Solutions

Deliver Faster, More Connected Customer Service

Give your service teams the customer context, knowledge, automation, and intelligence they need to resolve issues efficiently and deliver more consistent customer experiences with Microsoft Dynamics 365 Customer Service.

Sarakadiya helps organizations modernize customer service operations by connecting customer information, cases, knowledge, service processes, channels, and analytics, helping service teams work more efficiently while creating better customer experiences.

Customer Service Should Resolve Problems, Not Create More Complexity

Customers expect fast, relevant, and consistent support.

But when service teams work across disconnected applications, manually search for customer information, manage cases through inconsistent processes, or struggle to find the right knowledge, resolution times can increase and customer experiences can suffer.

Sarakadiya helps organizations modernize customer service by connecting customer information, standardizing service processes, improving case visibility, enabling knowledge-driven resolution, and automating repetitive service activities.

Common Sales Challenges We Help Solve

Business Outcomes

Helping Businesses Transform Customer Service with Microsoft Dynamics 365

Customer service is no longer simply about answering questions and resolving tickets.

Service teams need to understand the customer, access relevant knowledge, prioritize the right cases, collaborate across teams, and resolve issues efficiently.

Microsoft Dynamics 365 Customer Service helps organizations manage customer service operations through capabilities such as case management, knowledge management, service-level management, routing, customer interactions, analytics, collaboration, and AI-assisted productivity.

Sarakadiya helps businesses design and implement Customer Service solutions around their service processes, customer expectations, operating model, and business objectives.

Built for Organizations Looking to Improve Customer Service

Why Choose Microsoft Dynamics 365 Customer Service?

Modern customer service requires more than a ticketing system.

Service teams need a connected view of customers, structured case processes, access to relevant knowledge, intelligent routing, collaboration tools, analytics, and assistance that helps them resolve issues efficiently.

Microsoft Dynamics 365 Customer Service brings these capabilities together within the Microsoft ecosystem. Microsoft’s current 2026 direction also emphasizes Copilot, agentic capabilities, intelligent routing, knowledge, and richer supervisor experiences.

What Can Dynamics 365 Customer Service Do for Your Business?

Case Management

Manage customer issues from creation through resolution with structured case processes, activities, queues, ownership, and service-level tracking.

Knowledge Management

Give service representatives access to relevant knowledge articles and information so they can find answers and resolve customer issues more efficiently.

Unified Routing

Route incoming work to the best-suited queue and service representative based on factors such as skills, priority, workload, availability, and work-item requirements. Microsoft describes unified routing as an intelligent classification and assignment capability available across Customer Service and Contact Center scenarios.

Service-Level Management

Help teams monitor service commitments and manage cases against defined service-level agreements.

Customer Communication & Channels

Support customer interactions through available communication channels while maintaining relevant customer and case context. Exact channel capabilities depend on the Customer Service capabilities, add-ons, licensing, and configuration being used.

Analytics & Supervisor Insights

Give service leaders visibility into operational performance, workloads, service levels, customer sentiment, and service effectiveness. Microsoft's current release direction includes expanded supervisor tooling and operational metrics.

Copilot & AI

Use Microsoft Copilot and AI capabilities to help service representatives summarize cases and conversations, find relevant resources, draft responses, and reduce time spent on repetitive activities.

AI Agents

Microsoft is expanding Customer Service with AI agents such as the Case Management Agent, Customer Knowledge Management Agent, Customer Intent Agent, and Quality Evaluation Agent. These capabilities can automate or assist parts of the service lifecycle, subject to availability, licensing, configuration, and region.

Key Benefits of Microsoft Dynamics 365 Customer Service

Ready to Modernize Your Customer Service?

Our Microsoft Dynamics 365 Customer Service experts can assess your current service environment, identify opportunities for improvement, and design a solution aligned with your customer service objectives.

A Microsoft Dynamics 365 Customer Service Partner Focused on Customer Outcomes

Customer service transformation is more than implementing a case management system.

It is about helping service representatives work more effectively, giving customers faster and more consistent support, and giving service leaders the visibility they need to improve operations.

At Sarakadiya, we combine Microsoft Dynamics expertise with a business-first approach to help organizations modernize customer service, streamline service processes, improve productivity, and create a scalable foundation for better customer experiences.

From consulting and implementation to customization, integration, automation, analytics, and ongoing support, we help businesses get more value from their Microsoft investment.

Why Partner with Sarakadiya?

End-to-End Microsoft Dynamics 365 Customer Service Services

Whether you’re implementing Dynamics 365 Customer Service for the first time, replacing a legacy service platform, optimizing an existing environment, or looking to improve service operations, Sarakadiya provides services across the customer service transformation lifecycle.

Dynamics 365 Customer Service Consulting

Build a clear roadmap for your customer service transformation.

We assess your existing service processes, systems, case management, SLAs, knowledge requirements, reporting, and business objectives to identify opportunities for improvement.

What's Included

Dynamics 365 Customer Service Implementation

Implement a modern customer service platform designed around your service operations.

From discovery and solution design through configuration, testing, training, and go-live, our experts help deliver a structured implementation.

What's Included

Customer Service Migration & Modernization

Move from legacy customer service and CRM platforms to a more connected service environment.

We help assess existing systems, plan migration strategies, migrate and validate customer and service data, modernize processes, and support the transition.

What's Included

Customer Service Automation

Reduce repetitive service activities and help representatives focus on resolving customer issues.

We help automate case creation, routing, notifications, escalations, workflows, approvals, and other repetitive service processes.

What's Included

Customer Service Analytics & Reporting

Turn service data into actionable operational insights.

We help organizations improve visibility into service workloads, case trends, SLA performance, representative productivity, customer sentiment, and service outcomes.

What's Included

Dynamics 365 Customer Service Integration

Connect Customer Service with the systems your service teams already use.

We integrate Dynamics 365 Customer Service with Microsoft technologies, ERP platforms, communication systems, websites, portals, knowledge sources, and other business applications.

What's Included

Dynamics 365 Customer Service Support & Managed Services

Keep your customer service environment optimized as your business evolves.

Our support services help service organizations resolve issues, improve system performance, support users, implement enhancements, and continuously improve service operations.

What's Included

Microsoft Dynamics 365 Customer Service Capabilities

One Connected Platform for Modern Customer Service

Microsoft Dynamics 365 Customer Service helps organizations manage customer issues, service interactions, knowledge, routing, service-level processes, analytics, collaboration, and AI-assisted service operations.

growth analysis

Case Management

Manage Every Customer Issue from Start to Resolution

Give service representatives a structured way to create, track, update, escalate, and resolve customer cases.

Key Capabilities

Knowledge Management

Give Service Teams the Answers They Need

Help representatives find relevant knowledge articles and information while working with customer cases.

Key Capabilities

Unified Routing

Get the Right Customer Issue to the Right Team

Use intelligent classification and routing capabilities to distribute service work according to business rules, skills, priorities, workloads, and customer needs.

Microsoft’s current documentation describes unified routing as a classification and assignment process that matches work-item requirements with service representative capabilities and availability.

Key Capabilities

Service-Level Management

Keep Service Commitments Visible

Help teams manage customer cases against defined service-level agreements and escalation requirements.

Key Capabilities

Customer Communication & Channels

Meet Customers Through the Channels They Use

Connect customer interactions with service workflows while giving representatives relevant context.

Microsoft documents multiple communication channels within the Customer Service ecosystem. Exact channels depend on the products, add-ons, licensing, and configuration deployed.

Key Capabilities

Copilot Service Workspace

Give Service Representatives a More Productive Workspace

Copilot Service workspace provides a customizable, multi-session environment where representatives can work with multiple cases, conversations, activities, knowledge articles, and customer information.

Key Capabilities

Customer Service Analytics

Turn Service Data Into Operational Intelligence

Give service leaders visibility into workloads, service performance, customer interactions, and operational trends.

Key Capabilities

Copilot, AI & Service Agents

Bring Intelligence into Every Service Interaction

Use Microsoft Copilot and AI capabilities to help representatives find information, summarize cases and conversations, draft responses, and automate time-consuming activities.

Microsoft’s current Customer Service roadmap includes AI agents for case management, customer intent, knowledge management, and quality evaluation.

Availability of individual Copilot and AI-agent capabilities depends on licensing, configuration, release status, and region.

Key Capabilities

Industry-Focused Microsoft Dynamics 365 Customer Service Solutions

Every industry has different customer expectations, service models, support processes, and operational requirements.

Sarakadiya combines Microsoft Dynamics 365 Customer Service expertise with industry-focused consulting to help organizations build service operations around the way their business actually works.

Manufacturing

Connect customer service with sales, products, assets, and operational teams to improve service visibility and resolution.

Customer Service Priorities

Retail

Deliver consistent customer support across customer interactions, service requests, and digital engagement channels.

Customer Service Priorities

Nonprofit

Build stronger constituent relationships by providing responsive and consistent support to donors, members, volunteers, and communities.

Customer Service Priorities

Distribution

Improve customer support across orders, products, accounts, and ongoing customer relationships.

Customer Service Priorities

Food & Beverage

Support customers, distributors, partners, and accounts with connected service processes and better issue visibility.

Customer Service Priorities

Real Estate

Manage customer and tenant service interactions across properties, requests, communications, and ongoing relationships.

Customer Service Priorities

Professional Services

Provide responsive client support by connecting cases, client information, knowledge, and service interactions.

Customer Service Priorities

Wholesale

Improve customer support and issue resolution across accounts, products, orders, and customer relationships.

Customer Service Priorities

Technology

Create scalable support operations for growing customer bases, products, subscriptions, and complex technical issues.

Customer Service Priorities

Construction

Connect customer, project, service, and operational information to improve support across projects and ongoing relationships.

Customer Service Priorities

HVAC

Connect customer service with field operations, service requests, assets, and technicians to improve issue resolution.

Customer Service Priorities

Healthcare

Support customers, patients, providers, or other stakeholders through connected service and information-management processes, subject to applicable privacy and regulatory requirements.

Customer Service Priorities

Fishing

Support customers, distributors, partners, and service relationships with connected case management and customer information.

Customer Service Priorities

Connect Microsoft Dynamics 365 Customer Service Across Your Business

Your customer service platform should not operate in isolation.

Sarakadiya helps connect Microsoft Dynamics 365 Customer Service with the applications and business systems your service teams rely on, creating a more connected flow of customer, service, operational, and business information.

Microsoft 365

Connect Customer Service with Outlook, Teams, and other Microsoft productivity tools to support collaboration and everyday service activities.

Microsoft Teams

Enable service teams to collaborate around customer issues and use Teams meetings and customer support swarming where appropriate. Microsoft documents Teams collaboration and support swarming within Customer Service.

Power Platform

Use Power Apps, Power Automate, Power BI, and Dataverse to extend customer service processes, automate workflows, and analyze service data.

Business Central

Connect customer service with financial and operational information from Business Central to give teams greater context around customers and business transactions.

Dynamics 365 Sales

Connect sales and service information to give teams better visibility into customer relationships and interactions across the lifecycle.

Dynamics 365 Field Service

Connect customer service cases with field operations where service issues require on-site work, scheduling, assets, or technicians.

Dynamics 365 Contact Center

Where a dedicated contact-center solution is required, integrate Customer Service with Dynamics 365 Contact Center for broader omnichannel contact-center scenarios. Microsoft positions Dynamics 365 Contact Center as a separate Copilot-first contact-center product that can work with a CRM solution of choice.

Websites, Portals & Business Applications

Connect customer inquiries, portals, digital experiences, ERP systems, knowledge sources, and other third-party applications with Customer Service.

Give Your Service Teams the Context to Resolve with Confidence

Customer service performance is more than the number of cases closed.

Service leaders need to understand how quickly issues are being resolved, whether service commitments are being met, where customers are experiencing friction, and how teams can improve the overall service experience.

Sarakadiya helps organizations create a connected customer service foundation that supports better decisions across the service organization.

More Than CRM Implementation. A Long-Term Customer Service Transformation Partner.

A successful customer service transformation does not end when Dynamics 365 Customer Service goes live.

Sarakadiya works with organizations across the customer service transformation lifecycle, from strategy and implementation to optimization, automation, analytics, adoption, and ongoing support.

What You Need

What Sarakadiya Delivers

Real Results Delivered with Microsoft Dynamics 365

Explore how organizations worldwide transformed operations, streamlined finance and accelerated growth with Sarakadiya’s Microsoft expertise.

Microsoft Dynamics GP to Business Central Migration

Helping a Multi-Entity Manufacturing Company Modernize Its ERP with Microsoft Dynamics 365 Business Central

Business Central Cloud Migration for a Managed Service Provider (MSP)

Seamlessly Upgrading an MSP from Business Central 15 On-Premises to Business Central 25 Cloud

Microsoft Copilot for Business Central: Transforming Business Operations

How a Distribution Company Leveraged Microsoft Copilot to Improve Productivity, Decision-Making, and Operational Efficiency

Everything You Need to Know About Microsoft Dynamics 365 Customer Service

What is Microsoft Dynamics 365 Customer Service?

Microsoft Dynamics 365 Customer Service is Microsoft’s CRM application for managing customer service operations, including cases, service interactions, knowledge, routing, service-level processes, analytics, and representative productivity. Microsoft is also expanding the product with Copilot and AI-agent capabilities.

Dynamics 365 Customer Service helps organizations manage cases, customer interactions, knowledge, service levels, routing, service operations, analytics, and service representative productivity.

Yes. Dynamics 365 Customer Service is a CRM application focused on customer support and service operations.

Dynamics 365 Sales focuses primarily on sales processes such as leads, opportunities, pipeline management, and forecasting. Dynamics 365 Customer Service focuses on customer support processes such as case management, knowledge, service levels, routing, and issue resolution.

Yes. Case management is a core capability of Dynamics 365 Customer Service. Organizations can create, assign, manage, track, escalate, and resolve customer cases.

Yes. Customer Service provides knowledge management capabilities that allow service representatives to search for and use knowledge articles when resolving customer issues.

Yes. Customer Service supports service-level agreement capabilities that help organizations manage and monitor service commitments.

Customer Service supports multiple customer communication channels, while Dynamics 365 Contact Center provides a dedicated broader contact-center solution. The channels and capabilities available depend on the Microsoft products, licensing, add-ons, and configuration used.

Yes. Microsoft provides Copilot and AI capabilities within Customer Service to assist representatives with tasks such as case and conversation summaries, knowledge discovery, response drafting, and service workflows. Microsoft is also expanding AI agents for case management, customer intent, knowledge management, and quality evaluation.

Copilot Service workspace is a productivity-focused application for Customer Service representatives. It provides a multi-session environment where representatives can work with cases, conversations, knowledge, activities, and customer information.

Yes. Customer Service supports Teams collaboration, including meetings and customer support swarming capabilities.

Yes. Customer Service can be integrated with Business Central and other business applications to connect customer service information with financial and operational processes.

Yes. Organizations can configure and extend Customer Service to support their service processes, data requirements, workflows, routing, integrations, reporting, and user experiences.

The cost depends on Microsoft licensing, number of users, service processes, channels, data migration, integrations, customizations, reporting, AI capabilities, and implementation scope. A business-specific assessment is recommended for an accurate estimate.

Implementation timelines vary based on service complexity, number of users, case volumes, channels, integrations, data migration, customizations, reporting requirements, and project scope.

Yes. Sarakadiya can provide functional and technical support, optimization, enhancements, training, health checks, consulting, and ongoing Dynamics 365 Customer Service services.

Ready to Deliver a Better Customer Service Experience?

Whether you’re replacing a legacy service platform, improving case management, modernizing customer support, automating repetitive service processes, or looking for better visibility into service performance, Sarakadiya can help.

Our Microsoft Dynamics 365 Customer Service experts can assess your current service environment, identify opportunities for improvement, and help you build a connected, scalable customer service foundation for growth.

Dimple Mamtora

Dimple Mamtora

HR Manager

Strategic HR leader specializing in talent acquisition, HR operations, employee experience, and organizational culture. She focuses on building agile, inclusive, and performance-driven workplaces through effective people strategies and streamlined HR practices.
Nisha patel

Nisha Patel

Marketing Manager

Marketing professional specializing in B2B SaaS, ERP ecosystems, and revenue-focused growth, with expertise across demand generation, go-to-market strategy, pre-sales enablement, and customer engagement. She brings a strong ability to connect business strategy with customer needs, driving pipeline growth, solution positioning, strategic partnerships, and measurable business outcomes.

Khushboo Prasad

VP of Technical Operations

Solution Architect specializing in Microsoft Dynamics 365 Business Central and NAV, with expertise across ERP implementations, upgrades, integrations, and business process optimization. She brings strong functional and technical knowledge across Finance, Sales, Purchase, Manufacturing, EDI, Azure DevOps, and Power Platform.
Kishan Nandaniya

Kishan Nandaniya

VP of Strategic Partnerships & Alliances

Vice President of Sales and Solution Consultant specializing in Microsoft Dynamics 365, Power BI, Customer Engagement, and Azure. He helps businesses align technology investments with strategic goals and drive measurable digital transformation.

Mayank Jangid

Sr. Technical Manager

Senior Technical Manager specializing in Microsoft Dynamics NAV and Dynamics 365 Business Central, with expertise in application development, technical consulting, and ERP solutions.

Sagar Dangar

Chief Technical Officer

Solution Architect and CTO specializing in Microsoft Dynamics NAV, Dynamics 365 Business Central, and CRM. His expertise spans enterprise architecture, ERP implementations, integrations, upgrades, custom development, and digital transformation.

Umesh Bobade

Project Lead

Techno-functional ERP Consultant specializing in Microsoft Dynamics 365 Business Central, with expertise in end-to-end ERP implementations, solution mapping, customization, and AL development.

Neha Nanda

Sr. Technical Manager

Senior Technical Manager and Microsoft Dynamics 365 Business Central technical consultant, specializing in ERP development, customization, technical solutions, and application delivery.

Pravin Dangar

Managing Director

Business leader and technology specialist with expertise spanning Microsoft ERP implementations, digital transformation, global accounting, financial structuring, and mining-sector operations. He brings together technology, industry knowledge, and business strategy to create sustainable growth.