Transform Customer Service
with Dynamics 365

With TekStack’s enhancements, your team will deliver faster, smarter support with pre-configured modules, automation tools, and customer insights – built on Microsoft’s trusted platform.

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Why TekStack + D365 Customer Service?

TekStack enhances Microsoft Dynamics 365 Customer Service by providing additional features and pre-configured best practices which support the customer service requirements of B2B companies such as Technology companies, Business Process Outsourcers, and Professional Services companies.  The result of working with TekStack? 

  • Faster time to value
  • Improved operational efficiency
  • Scalable Growth with fewer resources
  • Enhanced Customer Satisfaction

Improve Performance with Agentic AI

Out of the box Agents

Create New Agents with Copilot Studio

Forecasted future Case Workflow

Features Overview

TekStack extends Microsoft Dynamics 365 Customer Service with out-of-the-box enhancements that reduce the need for customization and long implementation timeframes.

Customer Workspace

Optimized Workflows

TekStack has configured D365 Customer Service for B2B Companies:

  • Workflows such as Email Queues, Case Resolution, and Notification
  • DevOps integration to synch product bugs with customer case management
  • Time Entry on cases to drive costing and billing

Customer Portal

Provide your customers with access to a professional looking portal that includes:

  • Single Sign On Security
  • Knowledge base with case deflections for self-resolution
  • Create or View existing cases
  • Live Agent or Chat Bot
  • View projects, invoices, and other customer information
TekStack Customer Portal
True Customer 360

True Customer 360

With TekStack, everyone in the company can view a customer’s case history right from the customer record.

Customer Insights

With Dynamics 365 Customer Service, you’ll have real customer insights delivered by Power BI.  With Microsoft Teams Phone this includes Conversational Intelligence so you can hear what the issues are and help coach team performance on cases.

Customer Service Case Summary
Provide your customers with access to a self service portal where they can: Upload Documents Update Action Items Review Project progress & budget View Invoices Access their support cases

Collaborate on Cases Internally

TekStack is fully integrated to Microsoft Teams so that agents can escalate cases to other subject matter experts and ‘swarm’ difficult cases.

In Good Hands

TekStack has been trusted by 100 companies to improve customer service results.

FAQs about Dynamics 365 Customer Service

What is Dynamics 365 Customer Service?

Part of Microsoft’s Dynamics 365 family, Customer Service is Microsoft’s ticketing and support functionality.  It sits on the Power Apps and Dataverse platforms and has deep integration to Windows Entra, Microsoft 365, Copilot Studio, Power BI and other Microsoft products?

Is Microsoft Dynamics 365 Customer Service any good?

Microsoft Dynamics 365 Customer Service has been recognized as a Leader in The Forrester Wave for Customer Relationship Management, Q1 2025 as well as Leader in 2024 Gartner Magic Quadrant for CRM Customer Engagement Center.

How does TekStack improve Dynamics 365 Customer Service?

We have added key functionality such as DevOps integration, CSAT and NPS Surveys, Email workflows, Time Entry, an out-of-the-box customer portal, and minor mods to make the deployment much easier and faster for our B2B customers.

Does Dynamics 365 Customer Service have AI capabilities?

Yes, it has lots of built in AI, and the ability to create new agents using Copilot Studio and Azure AI Foundry.  Built-in features include generative AI email responses and case summaries, auto-creation of new knowledge articles, case similarity matching, and bot agents, among many more features.