Microsoft Software / SaaS United States

Microsoft

Customer Service Automation

In 2019, Microsoft used 16 different case management tools, which made collaboration across various lines of business difficult. In 2020, the company started to shift its customer care platform to as part of a larger commitment to support customer service and support agents. In 2021, Microsoft deepened the integration of Teams into the overall Dynamics product experience for better collaboration with subject matter experts around complex technical cases.

He explains that Dynamics 365 Customer Service provides good case organization and tracking of relevant information, and Copilot has streamlined the process of getting caught up on new cases that get assigned to him.
In a role that requires not just technical knowledge but also empathy and care, Mayte can do far more and do it faster with the functionality of Copilot for Microsoft 365 and Copilot in Dynamics 365 Customer Service.
It’s here she finds Copilot in Dynamics 365 Customer Service to be most helpful to her case work, as it gives her a quick and accurate summary of the case she’s stepping into.
Last year, support agents started using Microsoft Copilot in Dynamics 365 Customer Service .

Reported impact

Business outcome

“What Copilot helps me do is get through the administrative tasks faster so I can move on to the next call. Now the whole process is taking 15 minutes or less, where it used to take 30 or 40.”

  • Cost Reduction
  • Customer Experience
  • Productivity Improvement

Solution

In 2019, Microsoft used 16 different case management tools, which made collaboration across various lines of business difficult. In 2020, the company started to shift its customer care platform to as part of a larger commitment to support customer service and support agents. Microsoft rolled out Microsoft Copilot in Dynamics 365 Customer Service to its customer service and support agents in 2023. Here, three support agents share their stories about how Copilot helps them be more productive, respond to customers with insight and empathy, and better balance their personal and professional lives. “When a call reaches me, the customer needs reassurance and understanding immediately. I need to absorb a lot of information quickly, and Copilot lets me grasp the details right away.”

Solution architecture

3 components · 1 layer
  1. Serving
    • Copilot in Dynamics 365 Customer Service Guides agents with AI-generated summaries, responses, and next steps inside the service workflow.
    • Dynamics 365 Customer Service Centralizes customer interactions, case context, and agent workflows.
    • Microsoft Copilot Provides generative AI assistance within employee productivity workflows.

Architecture clues

  • Copilot in Dynamics 365 Customer Service: Guides agents with AI-generated summaries, responses, and next steps inside the service workflow.
  • Dynamics 365 Customer Service: Centralizes customer interactions, case context, and agent workflows.
  • Integrates with customer and case data.
  • Microsoft Copilot: Provides generative AI assistance within employee productivity workflows.
  • Microsoft rolled out Microsoft Copilot in Dynamics 365 Customer Service to its customer service and support agents in 2023.
  • The company’s customer service and support operation, one of the largest in the world, is also one of the largest users of Dynamics 365 Customer Service .

Evidence from the source

In 2019, Microsoft used 16 different case management tools, which made collaboration across various lines of business difficult. In 2020, the company started to shift its customer care platform to as part of a larger commitment to support customer service and support agents. In 2021, Microsoft deepened the integration of Teams into the overall Dynamics product experience for better collaboration with subject matter experts around complex technical cases.
Microsoft is a worldwide leader in technology with millions of customers—including itself. The company’s customer service and support operation, one of the largest in the world, is also one of the largest users of Dynamics 365 Customer Service .
Microsoft rolled out Microsoft Copilot in Dynamics 365 Customer Service to its customer service and support agents in 2023. Here, three support agents share their stories about how Copilot helps them be more productive, respond to customers with insight and empathy, and better balance their personal and professional lives.
“What Copilot helps me do is get through the administrative tasks faster so I can move on to the next call. Now the whole process is taking 15 minutes or less, where it used to take 30 or 40.”
“When a call reaches me, the customer needs reassurance and understanding immediately. I need to absorb a lot of information quickly, and Copilot lets me grasp the details right away.”
Transparency Evidence & methodology 85/100 reference value · 87% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value85/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth20/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity20/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact15/25
    1 metric describe measurable impact.
  • Deployment scale10/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence87%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    5 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity8/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    Microsoft customer story

    First-party
    https://www.microsoft.com/en/customers/story/1734666313278350478-microsoft-copilot-in-dynamics-365-customer-service-united-states
    Source type
    Vendor-published customer story
    Published
    Feb 12, 2024
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Feb 12, 2024 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.