Providing Customer Service

Help your customer service representatives improve your organization’s relationships with customers by using Microsoft Dynamics CRM 3.0.

Increase customer satisfaction with better service

Diagram: Are you being served? Follow a service activity from call to reservation

An at-a-glance diagram of how a service activity is created, from the initial customer call to searching for availability and making the reservation.

Keep customers coming back with follow-up services

A repeat customer is the best kind of customer. Use follow-up service activities to help keep your customers coming back.

Streamline opening and closing cases

Help your service representatives collect data efficiently so they can stay focused on helping your customers.

Capture and share your team’s collective knowledge

Not everyone can be an expert. Create a knowledge base of articles to collect and share your organization’s valuable information.

Keep your knowledge base fresh with article reviews

Find out which articles your team is referencing to answer customer questions and make sure that the team’s comments aren’t being ignored.


Manage service calendars and case loads

Video: Introducing the service calendar

A guide to working with the service calendar to create service activities, match activities to resources, and resolve scheduling conflicts.

Diagram: Follow a case from call to closure

An at-a-glance diagram of how you can take a simple case from the initial customer contact through its resolution.

Fast ways to move around the service calendar

Discover faster and more efficient ways to navigate the service calendar.

Keep your service calendar healthy when an employee isn’t

Did someone call in sick? No problem. Use these steps to inform your customers and keep your business running smoothly.

Track returned products

Know your problem areas. Capture important data about cases opened for returned products and generate custom reports.

Escalate ignored cases

Rescue forgotten cases. Automatically send an e-mail message to the customer service manager.

Simple steps to take toward accurate case resolution

Are customers returning your products? Are your customer service reps unable to contact your customers? Find out why cases are being resolved by customizing the resolution type.

Let your business take a day off

Use business closures to block out your employee’s schedules at the same time during holidays, company meetings, and other times your organization is unavailable for service activities and appointments.

Quick time-savers

Reschedule an appointment in 1 minute
Set your e-mail messages apart with a signature
Manage your time and activities with help from reminders
Sort records by multiple columns
Save clicks with a personalized Workplace
Top 10 keyboard shortcuts for Microsoft Dynamics CRM

Related Links

Using Microsoft Dynamics CRM
Microsoft Dynamics CRM community
MSDN Code Gallery

Product documentation download

Microsoft Dynamics CRM 3.0 Help

View a standalone version of Help, or install the latest updates with corrections and new content based on customer feedback.

Microsoft Dynamics CRM 3.0 Implementation Guide

Information required to successfully implement Microsoft Dynamics CRM in your business.