For over 15 years, we’ve been helping businesses deliver exceptional customer experiences and ensuring peak performance through our deep functional expertise and a commitment to measurable results.
Our wide range of support services for Dynamics 365 Customer Service help you optimize case management, knowledge base, omnichannel engagement, analytics, and goes beyond break & fix. With our flexible support plans, you only pay for the assistance you need.
Dynamics 365 Customer service provides a robust platform, combining the capabilities of AI & IoT to deliver exceptional & continuous customer service. Our team of consultants and software engineers are committed to assisting you to unlock the full potential of your solution, from SLAs, setting up case routing and queues, enabling omnichannel engagement, or integrating D365 Customer Service with your ERP or CRM systems. Folio3 smart D365 Customer Service support services ensure your customers are always satisfied.
Folio3 helps you customize Microsoft Dynamics 365 Customer Service to fit your exact support model. From modifying case forms and business process flows to creating custom SLA timers, entitlement rules, or reporting views, our team has done it multiple times before and is ready to do it again for you.
You’re in safe hands with our consultants who provide in-depth functional support across all core D365 Customer Service capabilities: case management, SLAs, entitlements, omnichannel engagement, queues, knowledge base, and insights. We ensure your system supports efficient, customer-centric service delivery.
In the end, it comes down to adoption. We’re here to help your teams use the solution efficiently.. We offer role-based, hands-on training for your service agents, supervisors, and managers – from onboarding to advanced analytics and omnichannel best practices.
Unlock the full potential of your D365 Customer Service by integrating it with other business-critical systems like Dynamics 365 ERP, Teams, telephony, or third-party CRM and helpdesk solutions. Our integration solution ensures seamless data flow and system harmony, optimizing customer interactions.
We don’t just support; we work as your strategic advisors, helping you align your D365 Customer Service implementation with your business goals. From boosting first-contact resolution and customer satisfaction to enabling self-service and AI-driven insights, Folio3 is your go-to partner.
Book an Assessment call with our Dynamics 365 certified experts to get personalized support for your business requirements
Get expert Dynamics 365 Customer Service support precisely when you need it with our Ad-Hoc model. Ideal for one-off tasks or urgent, short-term requirements, we provide immediate assistance without tying you into lengthy contracts. As your dedicated Dynamics 365 Customer Service support partner, we quickly grasp your unique operations to deliver tailored, top-notch solutions that fit perfectly into your workflow. It's about getting the right help, right away, on your terms.
Best For
Organizations facing a one-off issue & need urgent support.
Our SLA-Based Support model offers you guaranteed, priority access to our expert Dynamics 365 Customer Service support, ensuring your service operations remain consistently smooth and efficient. This plan is specifically designed to provide ongoing, proactive support with clearly defined Service Level Agreements (SLAs) that meet your critical business demands.
Best For
Businesses needing continued support for critical service aspects.
The Managed Services Plan offers end-to-end support for your Dynamics 365 Customer Service environment. From routine maintenance and issue resolution to strategic guidance and system enhancements, we act as an extension of your internal team.
Best For
Enterprises with complex Customer Service environments needing end-to-end support & maintenance
Your Problem
How We Solve them
Proactive Monitoring and Optimization
24/7 monitoring of case queues, SLA compliance, omnichannel engagement, and system health to prevent backlogs and customer dissatisfaction.
Version Assessment and Upgrades
Guidance on adopting the latest features, including AI-driven case suggestions, voice channel integration, and omnichannel enhancements – with minimal disruption.
Data Integrity and Accuracy
Specialized support for maintaining reliable customer data across case records, contacts, and knowledge base articles so reporting and customer interactions are always accurate.
Comprehensive Reporting and Analytics
We are here to build custom reports and dashboards in Power BI to track KPIs like case resolution times, agent productivity, CSAT, and SLA compliance.
End-User Training & Adoption
Comprehensive training programs, user guides, and ongoing support are provided to empower your team. This improves efficiency in case handling, escalations, and reporting.
Customization
We help tailor your Dynamics 365 Customer Service modules and workflows to your industry and business-specific needs, to meet unique service models, compliance needs, and customer expectations.
Folio3 Dynamics is specialized division of Folio3 that specializes in broad spectrum services around Microsoft Dynamics ERP stack.
160 Bovet Road, Suite # 101
San Mateo, CA 94402 USA
Ph: +1 408 365-4638
Email: [email protected]
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