In the world of customer service, unified routing helps you solve the classic supply-and-demand problem as you distribute customer service requests to the best team or agent, no matter the channel. Dynamics 365 Customer Service automates this process by using rules to classify, prioritize, and assign those customer “demands”. To further optimize this process, your staff needs insight into how it is functioning.

We are introducing analytics and reporting capabilities to help supervisors and administrators understand and improve their routing systems.

In the last several months, we have seen companies redefining the roles and responsibilities of their service delivery employees. Supervisors and administrators now need to have a unified view of both on-site and off-site employees. This not only adds complexity to supervision, but it also reinforces the importance of having accurate reporting and analytics capabilities. We have seen supervisors struggling daily to analyze, identify, and mitigate the misroutes that are caused due to their routing strategies. Supervisors and administrators are asking questions like:

• Why is this work item in my queue?
• One of the queues is unreasonably overloaded, while another queue nearly empty. Why is that happening?
• Agents in my queue are complaining about work items showing up that belong in another queue. What is wrong with the routing?
• Are there enough agents to handle queries or work items of a certain type?
• Are we assigning the right agents to solve specific customer queries?
• Customer satisfaction (CSAT) is down the past few weeks. Is it because of routing failures?

Use historical analysis to improve routing configurations

To address these kinds of questions, your staff can use analytics and reports to gauge the effectiveness of their routing configurations, to help optimize the routing strategy, and to improve the workforce efficiency.

Two types of reports are available:

• Record report: Covers routing-specific KPIs of records that were processed by the unified routing system.
• Conversations report: Covers routing-specific KPIs for customer conversations.

You access these reports on the Ominchannel historical analysis tab on the Unified routing page in Dynamics 365 Customer Service:

Scenario: Coffee cancellation requests

To illustrate the usefulness of historical analysis, consider a scenario based on Contoso Coffee, which sells different types of coffee beans, including Arabica beans and Robusta beans. To manage customer queries, the company has created separate queues in their contact center for each type of coffee bean. In addition, they have outsourced business operations to a third-party vendor to handle order cancellations.

Alex, who supervises the Arabica beans queue, is getting complaints from agents that they are getting cancellation requests even though such requests should go to the vendor queue. Since the agents need to transfer these queries to the vendor-managed queue, they are wasting a lot of time. To investigate, Alex views the unified routing report.

This report shows that the overall transfer rate is more than 25%. Alex then selects the Arabica Beans (Record) queue, and it lists an even higher transfer rate that is way above the target of 10%. The bar chart in this report indicates that most transfers are going to the Cancellation/Refund queue.

Alex now moves to routing diagnostics to check on the details of a few work items in the queue that were transferred out. Alex verifies that many transferred work items were actually cancellation requests regarding Arabica beans. Since the routing configuration does not include rules to differentiate such cancellation queries from other Arabica queries, all these work items are coming to the Arabica queue (example highlighted below).

Alex raises this issue with the administrator, Alicia, and also provides the analysis. Alicia uses these details to quickly identify and mitigate the issue by introducing an additional rule.

Historical analytics for unified routing is helpful not just to gauge the health of an organization’s routing system, but it can also guide businesses on how to improve their routing strategies.

Next steps

To understand more about analytics and reporting for unified routing, and how to enable them for your organization, read more in the documentation:

• Historical analytics for unified routing in Customer Service
• Historical analytics for unified routing in Omnichannel for Customer Service

This blog post is part of a series of deep dives that will help you deploy and use unified routing at your organization. See other posts in the series to learn more.

The post Use analytics and reporting to improve routing of customer service requests appeared first on Microsoft Dynamics 365 Blog.

It’s one of the toughest challenges for organizations today: how to foster collaboration in a workplace that is more decentralized than ever, with people scattered across offices and locations.

Working together to move business forward is nothing new, but the way we collaborate is changing dramaticallyno longer confined to face-to-face time in a conference room or even a virtual web conference. The future of collaboration for all of us is about seamlessly switching between individual work and collaborative activities in the momentin context with the business application on the screen. That’s how information, ideas, and knowledge are shared in a natural way without breaking the flow of work. Everyone can collaborate as one business, everywhere.

In this blog series, we’ll explore blueprints to build a culture of collaboration with Microsoft Dynamics 365 and Microsoft Teams, with examples of how one organization has woven cross-team collaboration into its DNA.

Before we get started, we encourage you to register for our upcoming session at Microsoft Ignite, “Accelerate cross-organization collaboration with Dynamics 365 and Microsoft 365,” where we’ll announce and demonstrate new integrations between Dynamics 365 and Microsoft 365. We’re unveiling a lot of new features in the 30-minute session, so be sure to tune in.

More than meetings: collaboration redefined

Before unrolling the blueprints, we need to set the stage with an updated look at how people collaborate in the workplace.

Collaboration needs no introduction. Many of us spend the day collaborating synchronouslylive, in real-timein-person or in online meetings, one-on-one or in groupswhere we plan, review, share, co-create content, brainstorm. All the familiar activities that have traditionally defined collaboration.

Real-time collaboration is just one way we work together. We also collaborate asynchronously, with ideas and interactions contributed over email or in response to a chat message as schedules permit, rather than in real-time.

Whether working together synchronously or asynchronously, collaboration should feel natural and seamless, without breaking your focus. That’s why the business applications you use need to integrate collaborative experiences nativelyso that any person or information you need is immediately available in the moment.

At Microsoft, we are prioritizing collaboration across the applications your organization uses every day, such as Dynamics 365 and Microsoft Teams. Collaborative apps ensure people engage and interact with each other naturally and spontaneously, in context with the task at hand. That’s the key to ensuring everyone achieves more together.

Introducing the blueprints for collaboration

Let’s take a closer look at one day in a typical organization with people scattered across headquarters, home offices, retail stores, and beyond.

A manufacturer of electric bicycles produces a growing line of brands sold online, in several flagship retail stores, and through dozens of retailers across North America. Many departments across the company rely on Dynamics 365 and Microsoft 365including Microsoft Teams and Office applicationsto keep up with demand for the company’s product line. Together, these seamlessly integrated applications keep the business moving in high gear by breaking down all the silos in the business, between data sources, people, processes, and insights.

Marketing

The marketing team hosts monthly webinars for prospective retail partners that showcase product innovation and partner incentives. In the past, planning, hosting, and promoting the presentations was a time and resource-intensive effort for two marketing managers and a third-party production vendor.

Today, one marketing manager, Taylor, runs the entire show.

Taylor uses Microsoft PowerPoint, Microsoft Teams, and Dynamics 365 to produce, host, promote and engage attendees for each monthly webinar. At each step, he can pull in experts when needed right from within the application on the screen, without breaking the flow of the task at hand. The entire marketing team also has a clear view of engagements that the sales team is working on and can recommend or prioritize marketing tactics based on the sales stage for each engagement.

After the event, Taylor follows up with the event participants by sending personalized emails and orchestrating customer journeys using Dynamics 365 Marketing. For this marketing team, webinars aren’t just another marketing tacticthey are one of the best performing tactics to expand its retail footprint across North America. Dozens of qualified leads are delivered to the sales teama seamless hand-off between Dynamics 365 Marketing and Dynamics 365 Sales that lets the sales team rapidly nurture, further qualify and convert opportunities to customers.

• Get steps to turn attendees into loyal customers with Microsoft Teams and Dynamics 365 Marketing
• Watcha video demonstration

Sales

The marketing webinars are a hit. Leads are flowing in; so many, in fact, that the sales team has been inundated, including opportunities ready for a proposal. It’s a good problem to have, but one that would traditionally lead to a push for quantity over quality.

With Dynamics 365 and Microsoft Teams, the sales team doesn’t need to compromise on detailsfrom the proposed solution to pricingthat can make or break a deal. Right from within Dynamics 365, a sales manager can reach out to experts across the company and quickly get the guidance and information needed to create an unbeatable offer.

Joanna, a sales manager, gets started by browsing a prioritized list of opportunities in Dynamics 365 Sales. Since the marketing and sales teams both use Dynamics 365, they can access a single source of trutha unified record of leads and customers, at every stage of the journey, from the very first engagement to purchase, service, and renewals.

Joanna has been nurturing a warm lead, a prospective customer ready for a quote. With familiar Microsoft Teams capabilities natively integrated in Dynamics 365 Sales, it’s a breeze to find the right people and information needed to create a quote custom-fit for the prospect’s unique challenges and needs.

In our blueprint for team selling (below) Joanna can see who has been engaging with the prospect or working similar deals, as well as any subject matter experts who can offer insights into the prospect’s business or industry. People and related documents discussed on Teams chats and channels are visible right from the customer record within Dynamics 365 Sales.

As Joanna mobilizes the team, she can share the opportunity record in Dynamics 365 to anyone in the company within a Teams chat. Without leaving Teamsand without the need for Dynamics 365anyone on the organization’s Teams domain can directly view details in the shared recordfrom contact details to engagement history, purchases, account notes, and more. They can see the very latest context needed to provide Joanna with informed and relevant guidance.

With collaboration, sharing, and communication capabilities integrated into Dynamics 365, It no longer takes hours or days to hunt down the right people and information across email chains, meetings, and callscollaborative activities are brought to Joanna front and center in the application she depends on to move deals through the funnel.

Once she shares the quote with the customer, it’s just as easy to bring together her team of experts and the prospective customer on a Teams meetingagain, right from within Dynamics 365 Sales. Together, they walk the prospect through quotes and address any questions and concerns. Conversation intelligence transcribes the call and provides meaningful insights and analyzes content, sentiment, and behavioral stylesuch as competitors and keywords that the prospect mentions during the call. AI-guided live feedback and suggestions can help sellers adjust their sales pitch, as well as provide managers with a way to track team performance and provide valuable coaching to help boost customer satisfaction.

The result: an unbeatable proposal, insights to optimize future quotes and sales processes, and plenty of time in the week to convert more webinar attendees.

• Read more: Intelligence and collaboration converge in Dynamics 365 Sales
• Take a guided tour of more ways to activate digital selling with Dynamics 365

Up next: blueprints to elevate collaboration across retail and customer service

In the next installment, we’ll share blueprints to elevate collaboration with Microsoft Dynamics 365 and Microsoft Teams on the customer frontlines, from retail storefronts to customer service. Until then, we invite you to explore the four essentials to collaborate as one business, everywhere and take a behind-the-scenes look at two companies reinventing how people collaborate across the organization.

The post A blueprint for cross-organization collaboration: marketing and sales appeared first on Microsoft Dynamics 365 Blog.

The past year has presented enormous changes in both our personal and work lives. But one thing that hasn’t changed is our desire for personalized service experiences and quick resolutions when we have issues. Service, which is often the face of a brand, plays a key role in what that experience looks like. That means that organizations need to understand what customers are looking for as expectations continue to rise, and leverage technology in a way that allows them to reimagine what customer service can look like. As a champion in customer services, we’re pleased to announce for the eighth consecutive year, Microsoft was named a Leader in the June 2021 Gartner Magic Quadrant for CRM Customer Engagement Center. We believe this placement recognizes Microsoft’s continuous investment and authority across our service solution and Cloud functionality.

“Gartner defines the CRM Customer Engagement Center (or CEC) market as software applications used to provide customer service and support. This support is by engaging intelligentlyboth proactively and reactivelywith customers by answering questions, solving problems, and giving advice.

The orchestration of customer service processes through a CEC application involves both assisted and self-service experiences within the customer journey. This is typically built around case management records and processes and extends to emerging approaches such as conversation-based customer engagement.”

CEC applications are expected to harness and synthesize customer data during their interactions to improve service delivery.

Noted capabilities

Microsoft has long pioneered cutting-edge technologies that have led to the development of rich features that empower agents to collaborate and increase productivity, optimize resources, and personalize the customer experience. Microsoft has been a partner to service organizations around the worldhelping to quickly align service operations to strengthen business continuity to withstand a changing economic landscape.

Take SHI Cryogenics Group as an example. For more than 300 years, this manufacturer has pushed the boundaries of possibilities to remain at the forefront by deploying leading-edge technology. SHI Cryogenics Group wanted to apply the same level of innovation to its service and repair processes to enhance support and value for customers. To help achieve this goal, SHI Cryogenics Group turned to Microsoft Dynamics 365 Customer Service.

SHI Cryogenics has reduced product repair turnaround times from two months to two weeks and now shares real-time product data with its customers, providing them with insight into performance issues and service needs. SHI Cryogenics’ customers have more visibility into their products, experience fewer equipment failures, and get their issues resolved faster. Customers can trace any volume of work from production into the field and they’re confident that SHI Cryogenics can deliver support under any circumstance.

What’s ahead for Dynamics 365 Customer Service

We’re committed to deliver rich, innovative features that map to three distinct pillars:

• Tailor customer engagements. Deliver empathetic connected service experiences that provide a holistic view of customers’ case information to enhance first-time fix rates and support smooth service delivery every time.
• Elevate employee effectiveness. Empower employees across your service organization to solve problems faster with actionable insights, enriched data signals, and mixed reality.
• Optimize service operations. Drive proactive service with IoT, unlock new service revenue streams, and reduce downtime and service costs.

With 2021 release wave 2, we’re enhancing this leading end-to-end customer service solution. We’re transforming service operations by connecting people, places, and things. We’re committed to helping you deliver seamless customer-centric experiences by anticipating the needs and wants of every customer. We’re helping service organizations enhance agent productivity by providing the right tools at the right time, regardless of their role or location. And we’re helping to resolve issues the first time and help you identify gaps in service and opportunities for improvement through AI-driven analytics and rich insights. These efforts can drive new revenue streams that were previously overlooked. And yes, the possibilities are limitless.

The bottom line

Many service organizations consist of siloed agents answering service calls, putting customers on hold, asking the same questions repeatedly, and searching for the right answer while following an outdated script or canned response. This process is inefficient, costly, and unsatisfying to the customer.

The world of customer service is changing. Today, service organizations are evolving into profit centers, redefining business models, and creating powerful and fulfilling customer experiencesall supported by leading-edge solutions like Dynamics 365 Customer Service.

We’re excited to be positioned as a Gartner 2021 Magic Quadrant Leader for the CRM Customer Engagement Center and are committed to bringing you the best customer service application available. Depend on Dynamics 365 Customer Service to help you tailor customer engagements, elevate employee effectiveness, and optimize service operations.

Learn more

Read the Gartner 2021 Magic Quadrant Report for CRM Customer Engagement Center.

Learn more about Dynamics 365 Customer Service.

Check out Dynamics 365 Customer Service 2021 release wave 2.

GARTNER and Magic Quadrant are registered trademarks and service marks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Gartner, Magic Quadrant for the CRM Customer Engagement Center, 15 June 2021, Nadine LeBlanc, Jim Davies and Varun Agarwal.

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft.

The post Microsoft named a Leader in 2021 Gartner® Magic Quadrant™ for CRM Customer Engagement Center appeared first on Microsoft Dynamics 365 Blog.

Microsoft Ignite kicks off in just a few days. This year’s digital experience brings together a global community of technology professionals to learn where Business Applications technology is heading, and the tools and resources available to help you solve the toughest challenges facing your business today.

Across three days of programmingNovember 2-4, 2021Microsoft experts will dive into technical and hands-on content across Microsoft Dynamics 365 and Microsoft Power Platform, as well answer your questionsall streaming live and on-demand, so you won’t miss out.

We’ve pulled together a list of essential sessions to attend, both keynotes and breakout sessionsinformative featured presentations followed by a live Q&A. Be sure to register today to get updates before and during the event, as well as build your own session schedule.

Click on the linked titles below to learn more and add each event to your session scheduler.

Only have time for one or two sessions? Be sure to watch Microsoft Into Focus: Business Applications on Wednesday, November 3, 2021, for a sneak peek at new features and capabilities in 2021 release wave 2, as well as Build a hyperconnected business on Tuesday, November 2, 2021, to learn how to build a digital foundation for today’s business.

Day 1 (Tuesday, November 2, 2021)

Keynotes and core themes

Hear from Microsoft leadership on revealing the latest innovations that are shaping the flexible, innovative, and secure business environments of the future.

Microsoft Ignite Opening

Tuesday, November 2, 2021, 8:15 AM to 8:50 AM Pacific Time

Our economy and society are undergoing a sea change of digitization. Satya Nadella, Microsoft Chairman and Chief Executive Officer, will discuss technology trends and innovations across Microsoft cloud that will transform every business and industry going forward.

Build a hyperconnected business

Tuesday, November 2, 2021, 9:30 AM to 9:55 AM Pacific Time

In a rapidly changing world, there’s no more “business as usual.” The way we live and work will never be the same, and there’s no clear roadmap for what’s ahead. Organizations need the agility to respond rapidly and predict what’s next, and that requires a new approach to business solutionsone that harnesses data as a resource and turns its potential into power. Join Alysa Taylor, CVP, Industry, Apps, and Data Marketing; and Charles Lamanna,CVP, Business Applications and Platform, to learn how to build a digital foundation with Microsoft cloud that will carry your organization into the future.

Breakout sessions

Attend sessions that take a deeper dive into topics aligned to a variety of roles and interests. Live, interactive Q&A segments directly follow the featured presentation.

Accelerate cross-organization collaboration with Dynamics 365 and Microsoft 365

Tuesday, November 2, 2021, 11:30 AM to 12:00 PM Pacific Time

Across industries, businesses are experiencing a tectonic shift in how, when, and where people work. In this session, hosted by Emily He, CVP, Business Applications Marketing, we’ll introduce new and upcoming integrations between Dynamics 365 and Microsoft 365 that enable everyone across your organization to connect, communicate, and collaborate on business tasks and processes in a seamless, natural, and secure way. Get a first look at new capabilities in action and learn how everyone in your organization can achieve more together as one business, right in the flow of work.

Connect experiences across every customer touchpoint with a complete marketing solution

Tuesday, November 2, 2021, 12:30 PM to 1:00 PM Pacific Time

Companies struggle to make sense of an ongoing and accelerating data deluge and to pull actionable intelligence from it. This challenge has made data the lifeblood of business in the digital age and establishes a new value proposition: companies that can use data to serve customers are able to build stronger relationships. A company’s control over its datathat is, its digital autonomyhas never been more important. Learn how Microsoft offers a complete marketing solution to help you accelerate business growth and deepen customer connections from acquisition to retention. Win more hearts and minds in an omnichannel world, while building trust with the highest level of data governance, privacy, and compliance.

Enhance supply chain visibility, predict risks and improve decision making with Dynamics 365 Supply Chain Insights

Tuesday, November 2, 2021, 1:30 PM to 2:00 PM Pacific Time

Customers have experienced supply chain disruptions since early 2020. Now, Dynamics 365 Supply Chain Insights helps companies deliver great customer experiences. By unifying real-time data from third-party data providers, logistics partners, customers, and multi-tier suppliers, companies gain end-to-end supply chain visibility. This visibility is further enhanced by creating a digital twin to generate AI-powered, actionable insights allowing companies to proactively make decisions that put customers first.

Day 2 (Wednesday, November 3, 2021)

Keynotes and core themes

Hear from Microsoft leadership on revealing the latest innovations that are shaping the flexible, innovative, and secure business environments of the future.

Microsoft Into Focus: Business Applications

Wednesday, November 3, 2021, 8:15 AM to 10:00 AM Pacific Time

Get an inside look at what’s new in Dynamics 365 and Microsoft Power Platform. You’ll hear from James Phillips, President, Microsoft Digital Transformation Platform, along with top engineers and other Microsoft Leaders as they guide you through the new features and capabilities in 2021 release wave 2.

Breakout sessions

Attend sessions that take a deeper dive into topics aligned to a variety of roles and interests. Live, interactive Q&A segments directly follow the featured presentation.

Gain a new perspective by bridging the physical and digital

Wednesday, November 3, 2021, 10:30 AM to 11:00 AM Pacific Time

In today’s environment of both digital and physical spaces, organizations have less visibility into their physical footprint than their digital channels, limiting their potential to optimize operations and improve employee and customer experiences. Microsoft is helping organizations harness observational data and use it to produce real-time insights to unlock business value. Join this session to learn more about how Microsoft continues to build onto its spectrum of solutions that bridge the digital and physical to unlock new perspectives.

Introducing Voice Channel for Dynamics 365 Customer Service

Wednesday, November 3, 2021, 11:30 AM to 12:00 PM Pacific Time

The new Voice channel, built on the same planet-scale platform powering Microsoft Teams, enables more personalized customer experiences across all channels, delivers AI at each step of the call, unifies insights across all interactions, and streamlines contact center operations onto one scalable, easy to use solution. Join us to learn more about the future of customer service experiences.

Explore more Dynamics 365 sessions

These feature keynotes and breakout sessions are just the start. Explore the full list of sessions that explore topics related to Dynamics 365.

In addition to the live streams above, each segment will be rebroadcasted throughout the event. The key segments are open to everyone, but we encourage you to register in advance to unlock the full Microsoft Ignite experiencefrom digital breakout sessions with live Q&As to conversations with Microsoft experts and your global community.

Even more to explore

Microsoft Ignite is your opportunity to learn and engage with Microsoft experts and a global community. Check out all of the activities at this year’s events:

• Ask the Experts: Bring your questions and get answers, while exploring the latest product announcements, by engaging with the engineers and partners who are building your most important tools and solutions.
• Connection Zone: Meet with local Microsoft leaders and channel managers, interact with engineers and technical experts, join live Q&As, and more.
• Learning Zone: Accelerate learning with the Cloud Skills Challenge, expert-guided sessions, step-by-step modules, certification details, and more.
• Intro to Tech Skills: Dive into the key topics, essential tools, and Microsoft technologies that can lead to new roles or a different career path.
• Create Zone: Snap animated selfies, express your point of view, and spark conversations in the #MSIgnite community with shareable content of all kinds.

Get the most of your Microsoft Ignite experience

Be sure to follow Microsoft Ignite on Twitter to stay up to date and connected with the community and register for Microsoft Ignite today to create a customized schedule. We’ll see you there.

The post Your guide to Dynamics 365 at Microsoft Ignite 2021 appeared first on Microsoft Dynamics 365 Blog.