Dynamics 365 Customer Service
Designed for consistent, scalable support
Deliver better customer experiences without increasing complexity or headcount.
Customer expectations continue to rise. Response times, consistency and visibility all matter more than ever. Dynamics 365 Customer Service provides the tools to manage this at scale, but only when it is designed around how service teams actually operate.
Avrion helps organisations implement Dynamics 365 Customer Service in a way that improves customer satisfaction, supports service teams and gives leadership teams real insight into performance.
Digital Transformation
on your Terms.
Schedule a structured discovery conversation that will help define priorities and reduce risk.
What effective customer service systems should enable
Common challenges we see in Customer Service platforms
Many organisations invest in Customer Service technology but struggle to realise its value.
Typical issues include:
- Inconsistent case handling
- Limited visibility across customer history
- Over-reliance on manual processes
- Poor SLA tracking
- Reporting that does not reflect reality
These problems are rarely caused by the platform itself. They are the re
Key Dynamics 365 Customer Service capabilities we implement
Case management and workflows
We design case structures and workflows that reflect how issues are raised, triaged and resolved.
This includes:
- Clear case categorisation
- Automated routing and prioritisation
- Escalation paths that work in real scenarios
Omnichannel support
Customers expect to engage on their terms.
We help you implement and optimise:
- Email and web-based case handling
- Live chat and messaging channels
- Consistent experiences across all touchpoints
All connected to a single customer record.
Knowledge management and self-service
Empowering agents and customers reduces pressure on service teams.
We implement:
- Structured knowledge bases
- Suggested knowledge articles for agents
- Self-service options where appropriate
Helping issues get resolved faster, with less effort.
Service level agreements and performance tracking
SLAs only work when they are visible and meaningful.
We configure:
- SLA rules aligned to customer expectations
- Automated tracking and alerts
- Reporting that highlights risks early
So teams can act before issues escalate.
The Avrion approach to Dynamics 365 Customer Service
We begin by understanding how your service function operates in practice.
Our approach focuses on:
- Mapping end-to-end service journeys
- Understanding escalation paths and priorities
- Designing workflows that support agents, not slow them down
- Aligning service metrics to business outcomes
The result is a Customer Service platform that feels intuitive for agents and valuable for leadership.
Not getting full value from your current setup?
If your service team is struggling with adoption, visibility or performance tracking, a Health Check can identify why.
We assess:
- Case structures and workflows
- SLA configuration
- Reporting and dashboards
- Usage and adoption patterns
And provide practical recommendations to improve efficiency and service quality.
Planning a new Customer Service implementation?
Whether you are rolling out Dynamics 365 Customer Service for the first time or replacing an existing platform, the right foundations matter.
A discovery conversation will help you:
- Clarify service requirements
- Design scalable workflows
- Avoid unnecessary complexity
- Align service delivery with business goals
What do our customers say?
“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”
David Dewberry – Connolly’s Red Mills“Before Dynamics 365, we were managing tours through a mix of spreadsheets, emails and manual processes. Now, everything is in one place and works together seamlessly. The system is built around how we operate, not the other way around, and automates tasks that used to take hours. Most importantly, it gives us the flexibility to manage any type of tour and confidently support our continued growth.”
Karen Leggatt – Classic Grand Touring“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management. Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”
David English – Restore plc“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”
Craig Sansom – Prestige“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”
Charlotte Hurrell – Belvoir Group“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”
Dan Costin – Restore Datashred“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – SPM Instrument UK“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”
Luke Hogg – Knoxford Fabrications“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet