{"id":22586,"date":"2026-08-25T16:55:50","date_gmt":"2026-08-25T14:55:50","guid":{"rendered":"https:\/\/inkubitstaging.wpenginepowered.com\/leitfaden\/using-dynamics-365-customer-service-correctly\/"},"modified":"2026-08-25T16:55:54","modified_gmt":"2026-08-25T14:55:54","slug":"using-dynamics-365-customer-service-correctly","status":"publish","type":"leitfaden","link":"https:\/\/www.inkubit.com\/en\/guides\/using-dynamics-365-customer-service-correctly\/","title":{"rendered":"How to use Dynamics 365 Customer Service correctly"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 vc_col-lg-8 wpb_column vc_column_container\"><div class=\"vc_column-inner us_custom_46b4c13c\"><div class=\"wpb_wrapper\"><div class=\"g-cols wpb_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-8 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"539\" data-end=\"867\">Many service departments work with parallel systems, distributed information and high manual effort. Customers have to explain concerns repeatedly, service agents gather data from multiple sources, and executives have limited visibility into utilization, priorities, and service quality. <\/p>\n<p data-start=\"869\" data-end=\"1241\"><a href=\"https:\/\/www.inkubit.com\/en\/microsoft-dynamics-365-customer-service\/\">Dynamics 365 Customer Service<\/a> creates the foundation for structured, measurable, and scalable customer service. Service cases are bundled centrally, automatically prioritized, and routed to the right teams. SLAs, dashboards and AI-supported support help to shorten response times, ensure quality and better manage capacities.  <\/p>\n<p data-start=\"1243\" data-end=\"1421\">If you only understand customer service as ticket processing, you are wasting potential. A platform that combines cases, knowledge, communication and reporting is crucial. <\/p>\n<h2 data-section-id=\"lfw2wl\" data-start=\"1423\" data-end=\"1461\">Why is it worth downloading?<\/h2>\n<p data-start=\"1463\" data-end=\"1675\">\u2705 <strong data-start=\"1465\" data-end=\"1502\">Faster processing of service cases<\/strong><br data-start=\"1502\" data-end=\"1505\"\/>Learn how structured processes, central information, and clear workspaces help reduce search times and resolve customer queries faster.<\/p>\n<p data-start=\"1677\" data-end=\"1907\">\u2705 <strong data-start=\"1679\" data-end=\"1723\">Reliably manage priorities and SLAs<\/strong><br data-start=\"1723\" data-end=\"1726\"\/>The guide shows how <a href=\"https:\/\/www.microsoft.com\/de-de\/dynamics-365\/products\/customer-service\">Dynamics 365 Customer Service<\/a> helps to identify important concerns early, avoid escalations, and transparently monitor response times.<\/p>\n<p data-start=\"1909\" data-end=\"2076\">\u2705 <strong data-start=\"1911\" data-end=\"1946\">Making knowledge centrally available<\/strong><br data-start=\"1946\" data-end=\"1949\"\/>Learn how knowledge articles, templates, and vetted solutions relieve service teams and ensure consistent responses.<\/p>\n<p data-start=\"2078\" data-end=\"2280\">\u2705 <strong data-start=\"2080\" data-end=\"2118\">Measurably improve service quality<\/strong><br data-start=\"2118\" data-end=\"2121\"\/>Dashboards and real-time data make utilization, bottlenecks, and quality metrics visible. In this way, managers can not only react, but actively steer. <\/p>\n<p data-start=\"2282\" data-end=\"2510\">\u2705 Making <strong data-start=\"2284\" data-end=\"2329\">sense of automation and AI<\/strong><br data-start=\"2329\" data-end=\"2332\"\/>Suggested responses, intelligent case prioritization, automatic routing, and recurring workflows reduce manual work and free up more time for complex customer concerns.<\/p>\n<p data-start=\"2512\" data-end=\"2742\">\u2705 <strong data-start=\"2514\" data-end=\"2556\">Practical example from a customer project<\/strong><br data-start=\"2556\" data-end=\"2559\"\/>The example of Tauber Solar shows how the modernization of service and business processes can lead to more transparency, more efficient processes and better collaboration.<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"2769\" data-end=\"2868\"><strong>Want to learn how to leverage Dynamics 365 Customer Service in your business?<\/strong><\/p>\n<p data-start=\"1292\" data-end=\"1369\">\ud83d\udc49 Book an <a href=\"https:\/\/calendly.com\/inkubit\/first-consultation\">appointment<\/a>!<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"vc_col-sm-4 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"w-separator hide_on_default hide_on_laptops hide_on_tablets size_medium\"><\/div><div class=\"w-image us_custom_a1fdafb3 align_none\"><div class=\"w-image-h\"><img decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/09\/ChatGPT-Image-Sep-8-2026-04_46_02-PM-768x1024.png\" class=\"attachment-large size-large\" alt=\"Using Dynamics 365 Customer Service | Customer Service Solution Guide\" srcset=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/09\/ChatGPT-Image-Sep-8-2026-04_46_02-PM-768x1024.png 768w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/09\/ChatGPT-Image-Sep-8-2026-04_46_02-PM-225x300.png 225w, 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us_custom_cc2dea1d rundkomplett hupfbox via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner us_custom_57f5615c\"><div class=\"wpb_wrapper\"><div class=\"w-image rundoben has_ratio align_none\"><div class=\"w-image-h\"><div style=\"padding-bottom:42.8571%\"><\/div><img decoding=\"async\" width=\"1920\" height=\"1280\" src=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023.jpeg\" class=\"attachment-full size-full\" alt=\"Dynamics 365 Customer Service nutzen | L\u00f6sungshandbuch f\u00fcr den Kundenservice\" srcset=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023.jpeg 1920w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023-300x200.jpeg 300w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023-1024x683.jpeg 1024w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023-600x400.jpeg 600w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023-90x60.jpeg 90w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023-272x181.jpeg 272w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023-105x70.jpeg 105w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_288234023-100x67.jpeg 100w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/div><\/div><\/div><\/div><\/div><div class=\"vc_col-sm-12 wpb_column vc_column_container has_bg_color\"><div class=\"vc_column-inner us_custom_b8a9ee1f\"><div class=\"wpb_wrapper\"><div class=\"wpb_text_column us_custom_6df4bc3a has_text_color\"><div class=\"wpb_wrapper\"><p data-start=\"1404\" data-end=\"1491\"><strong>Request e-book download now<\/strong><\/p>\n<\/div><\/div><div class=\"wpb_text_column us_custom_6df4bc3a has_text_color\"><div class=\"wpb_wrapper\"><p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"2958\" data-end=\"3017\">Your customer service solution guide in PDF format<\/p>\n<\/div><\/div><div class=\"w-html formular blogpost\"><div data-form-id=\"6d4a0518-3579-f111-ab0e-7c1e5284a4e2\" data-form-api-url=\"https:\/\/public-eur.mkt.dynamics.com\/api\/v1.0\/orgs\/acde7b7b-77a5-4e1c-8168-5b2bc4d8f8ed\/landingpageforms\" data-cached-form-url=\"https:\/\/assets-eur.mkt.dynamics.com\/acde7b7b-77a5-4e1c-8168-5b2bc4d8f8ed\/digitalassets\/forms\/6d4a0518-3579-f111-ab0e-7c1e5284a4e2\"><\/div>\n        <script src=\"https:\/\/formui-usa1.mkt.dynamics.com\/eur\/FormLoader\/FormLoader.bundle.js\"><\/script><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"featured_media":22589,"template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"tags":[213,274,275],"class_list":["post-22586","leitfaden","type-leitfaden","status-publish","has-post-thumbnail","hentry","tag-ai","tag-ai-2","tag-customer-service"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Dynamics 365 Customer Service | Your Customer Service Handbook<\/title>\n<meta name=\"description\" content=\"Dynamics 365 Customer Service: Your guide to prioritizing service cases, managing SLAs, and improving service quality.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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