A recorded webinar from March 2020 examines telephony in the context of Dynamics 365 Customer Service.
The recording comes from ProsessPilotene's webinar on customer service and telephony on 25 March 2020. Dynamics 365 Customer Service provides the product context.
The presentation examines how telephone contact relates to customer service work. It retains the examples used to explain the relationship between communication and case handling.
The recording documents the product at that time. Features, integration options and commercial terms should be checked against current information before use in a new project.
Ask a question or share what helped you.
Learning path: knowledge sharing and reliable handovers
CourseTurn experience into guidance colleagues can use, and transfer responsibility with clear decisions and open actions.
Learning path: Customer service – practice and leadership
CourseBuild a service practice with clear case ownership, useful responses, realistic customer promises and learning from recurring problems.
Use case data to improve customer service
CourseFind recurring friction and test improvements without managing the team by misleading isolated metrics.
Escalation without losing the customer between teams
CourseHand over difficult cases with the right context while keeping customer communication under control.
June 5, 2024 • Webinar — Trond Gudbrandsen and Tor Kristoffersen joined Frode Stenstrøm to weigh the strengths and limits of NPS as a customer satisfaction measure.
January 26, 2024 • Webinar — Frode Stenstrøm, Hege Grønlund Aas and Thomas Tellefsen discussed collaboration portals for membership organisations on ProsessPodden.
December 28, 2023 • Webinar — Frode Stenstrøm and Oscar demoed Copilot for customer service and field service in Dynamics 365, with case summaries and work orders from email.
Customer Service | Customer story
OBOS Member Services brought its work together in one shared system and involved employees from day one. The result: a better overview, faster customer service and smarter use of time and resources.
Marketing | Customer story
Customer Service | Customer story
Kristiania has digitised 16,000 student journeys – from recruitment and application to student life and alumni – in a customised CRM system that lets the school collaborate across former silos, driven by data.
GC Rieber Eiendom is streamlining its rental processes for 500 tenants with a new tenant portal, and is now taking the next step: integrating the access control system to cut processing times and manual work.

Customer Service | Article
Service Agent gained tools for staffing decisions
WEM MCP tools enabled time-off requests, shift swaps and shift bids in Service Agent. Administrators could enable each tool for a role, team or pilot group.

Automation | Article
Microsoft moved to a continuously updated roadmap
Microsoft replaced twice-yearly release waves with continuous roadmap publication. Customer processes needed to track status from development through rollout to launch.

Sales | Article
New AI sales suggestions need follow-up
Gartner found nearly five hours saved per seller each week, but many organisations did not reinvest the time. Dynamics wave 1 described connections across customer insight, sales, service and field work.

Marketing | Article
HubSpot brought more customer context together
HubSpot launched AEO, Smart Deal Progression and updated prospecting and customer-service agents on 14 April. The news connects customer insight with action, while the vendor’s outcome claims still require local verification.
Sales and Service Agent became generally available in Microsoft 365 Copilot. Dynamics described MCP actions across sales, service, field work and projects.
Service Agent became generally available across Dynamics 365 and Microsoft 365. Workforce Engagement Management connected demand, staffing and quality work.
Share a question or reflection.
Be the first to contribute.