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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.
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.
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.

Create a structured service environment that helps teams manage increasing customer volumes while maintaining consistent service quality.

Build a more complete view of customer interactions, service history, cases, and customer needs.

Standardize case management, routing, escalation, knowledge, and service processes across teams.

Move away from outdated or disconnected service systems and create a modern customer service environment.

Use automation, knowledge, analytics, Copilot, and AI capabilities to help service teams resolve issues more effectively.
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.
Manage customer issues from creation through resolution with structured case processes, activities, queues, ownership, and service-level tracking.
Give service representatives access to relevant knowledge articles and information so they can find answers and resolve customer issues more efficiently.
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.
Help teams monitor service commitments and manage cases against defined service-level agreements.
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.
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.
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.
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.
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.
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.

We begin by understanding your service processes, customer journeys, support model, teams, SLAs, reporting requirements, and business objectives.

Our team helps organizations plan, implement, customize, integrate, and optimize Customer Service around their business requirements.

No two service organizations operate the same way. We align Customer Service with your case processes, routing requirements, teams, knowledge structure, workflows, and customer experience goals.

We look beyond system configuration to identify opportunities to simplify service processes, reduce manual work, improve response times, and strengthen service quality.

Extend Customer Service through Microsoft 365, Teams, Power Platform, Power BI, Azure, Dynamics 365 applications, and other business systems.

Help service leaders turn operational data into actionable insights through dashboards, KPIs, service analytics, and reporting.

Our support doesn't end at go-live. We help you optimize, enhance, support, and evolve your customer service environment as your business changes.
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.
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.
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.
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.
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.
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.
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.
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.
Microsoft Dynamics 365 Customer Service helps organizations manage customer issues, service interactions, knowledge, routing, service-level processes, analytics, collaboration, and AI-assisted service operations.
Manage Every Customer Issue from Start to Resolution
Give service representatives a structured way to create, track, update, escalate, and resolve customer cases.
Give Service Teams the Answers They Need
Help representatives find relevant knowledge articles and information while working with customer cases.
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.
Keep Service Commitments Visible
Help teams manage customer cases against defined service-level agreements and escalation requirements.
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.
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.
Turn Service Data Into Operational Intelligence
Give service leaders visibility into workloads, service performance, customer interactions, and operational trends.
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.
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.
Connect customer service with sales, products, assets, and operational teams to improve service visibility and resolution.
Deliver consistent customer support across customer interactions, service requests, and digital engagement channels.
Build stronger constituent relationships by providing responsive and consistent support to donors, members, volunteers, and communities.
Improve customer support across orders, products, accounts, and ongoing customer relationships.
Support customers, distributors, partners, and accounts with connected service processes and better issue visibility.
Manage customer and tenant service interactions across properties, requests, communications, and ongoing relationships.
Provide responsive client support by connecting cases, client information, knowledge, and service interactions.
Improve customer support and issue resolution across accounts, products, orders, and customer relationships.
Create scalable support operations for growing customer bases, products, subscriptions, and complex technical issues.
Connect customer, project, service, and operational information to improve support across projects and ongoing relationships.
Connect customer service with field operations, service requests, assets, and technicians to improve issue resolution.
Support customers, patients, providers, or other stakeholders through connected service and information-management processes, subject to applicable privacy and regulatory requirements.
Support customers, distributors, partners, and service relationships with connected case management and customer information.
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.
Connect Customer Service with Outlook, Teams, and other Microsoft productivity tools to support collaboration and everyday service activities.
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.
Use Power Apps, Power Automate, Power BI, and Dataverse to extend customer service processes, automate workflows, and analyze service data.
Connect customer service with financial and operational information from Business Central to give teams greater context around customers and business transactions.
Connect sales and service information to give teams better visibility into customer relationships and interactions across the lifecycle.
Connect customer service cases with field operations where service issues require on-site work, scheduling, assets, or technicians.
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.
Connect customer inquiries, portals, digital experiences, ERP systems, knowledge sources, and other third-party applications with Customer Service.
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.

Bring customer information, cases, interactions, activities, and service history together to give representatives greater context.

Help service representatives find relevant information, knowledge, and customer context so they can resolve issues more efficiently.

Reduce repetitive work and give representatives tools such as Copilot, Smart Assist, productivity panes, and structured workflows.

Create greater visibility into service commitments, case priorities, escalations, and service performance.

Give representatives access to relevant knowledge and help organizations continuously improve the information used to resolve customer issues.

Standardize service processes while supporting relevant customer interactions across available channels.

Use operational analytics, dashboards, KPIs, and reporting to understand service performance and identify opportunities for improvement.

Build customer service processes that can evolve as customer volumes, teams, channels, products, and business requirements grow.
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.


















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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.
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.