Microsoft Dynamics 365 as a Help Desk Ticketing System (2024)

Can Dynamics 365 Work as a Ticket Management System?

Microsoft Dynamics 365 Customer Service offers help desk ticketing capabilities like support for complex branching processes, configurable queues, email automation, rule-based ticket routing, ticket reassigning and escalation. And, despite its name, this Dynamics 365 product can work well not only as a customer support ticketing system, but also as a help desk app for employees.

The ticketing capabilities of Dynamics 365 are regularly updated within release waves. In 2022-2023, the newest features such as percentage-based routing, preferred agent routing, longest idle routing, and AI-powered conversation summary will further streamline ticket management processes.

Global Brands Using Dynamics 365

Offer Improved Convenience to Your Customer Service Agents

Automated case creation from any communication channel

Configurable queues to automate case routing

Knowledge articles for fast resolution of common customer/employee challenges

SLAs to set up and track KPIs

Contextual recommendations to assist agents in case resolution

Insights about agents' performance and corrective measures recommended

Dynamics 365 Features for Help Desk

Selecting and prioritizing features for a ticket management system can be challenging. Having developed ticketing software for customers with varying help desk needs since 2008, ScienceSoft can advise on must-have features that will form the basis of a robust help desk solution based on Dynamics 365.

Ticket management

Rule-based ticket routing.
Automatic ticket creation based on incidents and requests submitted by users via email, web, phone, and other channels.
A guided case resolution path for help desk agents.
Manual ticket reassigning and escalation.
Key ticket information (e.g., ticket subject and ID, incident description, origin).
Tracking case-related information (e.g., emails received, follow-up tasks for agents, notes).

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Knowledge management and self-service

Self-service portal for users to browse the knowledge base articles, create tickets, etc.
Knowledge articles editor to create content for agents, employees, or customers.
Article translations to publish new content in all supported languages at the same time.
Article expiration tracking to ensure the knowledge base stays relevant.
A chatbot with natural language processing (NLP) capabilities to help resolve common issues without agents’ involvement.

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Analytics and reporting

KPI dashboards (e.g., CSAT against priority, volume against channel, open cases against queues, average resolution time).
Sentiment analysis based on NLP and ML algorithms to understand user sentiments.
Knowledge base usage statistics to find demanded topics for future articles.
User feedback analysis to improve service quality.
Ticket history analysis to get insights into how to improve resolution rates and wait times while reducing customer service costs.

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Support terms management

Entitlements to define the type and level of support a user is eligible for.
Service level agreements (SLAs) to define and enforce the correct help desk KPIs (e.g., first response time, resolution time) for each service tier.

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Dynamics 365 Help Desk Software: Demo

See how to build an effective help desk ticketing system on top of Dynamics 365 and use its advanced features to streamline daily operations of support agents.

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Integrations to Make the Most of Your Dynamics 365 Help Desk App

Integrations allow your help desk agents to get a better view of users that request support, establish smooth collaboration with colleagues, and streamline support workflows for faster case resolution.

All ticketing systems offer the core functionality to manage a flow of tickets from multiple channels. However, superiority in several aspects (like usability and analytics) and extended customization capabilities of Dynamics 365 make us favor this platform as optimal for most of our clients. From ScienceSoft’s experience, Dynamics 365 is the best choice for:

Dynamics 365 Customer Service + Communication channels (email, social media, etc.)– to easily communicate with users via their preferred channels.
Dynamics 365 Customer Service + IT Asset Management Tool– to track hardware and software assets involved in a request or incident.
Dynamics 365 Customer Service + HRM– to get access to employees’ profiles, their place in the organizational structure, competencies, compensation, etc.
Dynamics 365 Customer Service + Sales CRM (e.g., Dynamics 365 Sales)– to get access to complete customer information, including purchasing details, to solve their cases faster.
Dynamics 365 Customer Service + Field Service CRM (e.g., Dynamics 365 Field Service)– for streamlined collaboration between field workers and help desk agents when ticket resolution requires on-site visits.
Dynamics 365 Customer Service + Business Intelligence (e.g., Power BI)– to get insights based on historical operational metrics and key performance indicators, and also share dashboards with colleagues.


		Since 2008, ScienceSoft provides consulting, implementation, and support services to help organizations in 30+ industries leverage full power of Microsoft Dynamics capabilities. We keep up with the latest tech trends and focus on AI-powered smart automation to help our clients transform their support processes with robust ticketing solutions based on Dynamics 365.

See How Microsoft Dynamics 365 Can Help with Your Needs

With our custom demo, you’ll see how Dynamic 365 help desk capabilities can meet your unique ticket management needs and improve your agents' productivity.

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Why We Recommend Dynamics 365 for a Robust Ticketing System

We’ve chosen Dynamics 365 after a thorough comparison analysis of market-leading ticketing systems. The highlights from our findings are shown in the following chart.

	ServiceNow ITSM	Jira Service Management	Salesforce Service Cloud	Microsoft Dynamics 365 ScienceSoft’s choice
Omnichannel ticket management ? An ability to accept and process tickets from numerous communication channels (e.g., phone, email, live chat).
Virtual agent ? A possibility to add a chatbot that uses AI to interact with users instead of support agents.	Pre-built conversation templates. Requires integration with Qualtrics XM Platform, a separately licensed product.	Paid plug-in.	Template-based or built-from-scratch chatbots.	Low-code chatbots for simple conversations. Pro-code chatbots for complex human-like conversations.
Ticket workflow automation ? ScienceSoft’s expert assessment. Main criteria: ratio of ticket management activities that can be covered with automation rules.	Requires integration with SAP Business Network.	Requires integration with Oracle iSupplier Portal.	Available only for the suppliers vetted by GEP.
Usability ? ScienceSoft’s expert assessment. Main criteria: a learning curve for different ticketing systems based on the simplicity and convenience of their interfaces.	Restricted to third-party add-ons available in SAP Store.	Restricted to OOTB Oracle plugins and extensions.
Advanced analytics ? ScienceSoft’s expert assessment. Main criteria: the availability of customizable KPI reports, case volume forecasting, and real-time user sentiment.	Customizable dashboards and reporting. Predictive intelligence. Pre-built ML templates.	Customizable dashboards and reporting. User satisfaction surveys.	Customizable dashboards and reporting. Predictive intelligence.	Customizable dashboards and reporting. Predictive intelligence. User journey analytics. User sentiment analytics.
Customization ? An ability to tune a platform to a company’s specific ticketing processes.	Ready-to-use plug-ins. No/low-code customization.	Configuration. No-code customization.	Configuration. Ready-to-use plug-ins.	Configuration. Ready-to-use plug-ins. No/low-code customization. Code customization.
Integrations ? An ability to connect a ticketing system to other external and internal systems for automated data exchange.	Via pre-built connectors: with 250+ third-party systems. Via custom API: with other software.	Via API: with third-party software.	Native: with Salesforce products. Via API: with third-party software.	Native: with Microsoft products. Via API: with third-party software. Via custom API: with custom or legacy software.

Companies with a high volume of tickets (5,000+ tickets per day).

Companies with any specificity in ticket management processes (e.g., with the need to generate custom quotes from tickets).

Companies with large support teams (20+ agents) that need time-saving automation in a ticket pipeline and AI-powered assistance in case resolution.

Companies that already use Microsoft and Dynamics 365 software and want to facilitate the integration of systems.

Use Cases for Dynamics 365 Help Desk

IT Help Desk

Automated pre-defined responses for common issues to solve tickets faster.
Employee self-service portal.
Pre-built and custom reports to track IT help desk metrics.

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HR Help Desk

Knowledge base for HR policies and procedures.
HR-focused self-service portal for employees.
Automated workflows to approve requests (e.g., vacation, sick leave) and route tickets.
Pre-built feedback forms to track employee satisfaction rates.

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Customer Service Desk

Omni-channel ticket submission (e.g., email, phone, customer portal, etc.).
In-person customer support.
Virtual agents.
Self-service application for customers.
Knowledge base for quicker issue resolution.
AI recommendations for service agents.

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Facility Help Desk

Automated ticket categorization by facility type.
Complete information on facility assets (e.g., tangible and intangible assets, asset status).
Rule-based assigning of support tickets according to the agent’s specialization.

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SaaS Help Desk

Variety of channels for customer communication.
Automated queues for ticket distribution based on customer types.
AI-powered customer assistant.
AI-driven analysis of the help desk team's performance.

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Describe your help desk needs, and our team will get back to you with an optimal solution.

Our consultants can also make a comparison of Dynamics 365with other help desk platforms for you to make an informed decision.

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What Our Customers Say

We commissioned ScienceSoft to build a Dynamics 365 customer portal to help our sales team streamline communication with B2B customers.
The B2B customer portal meets our business needs of enhanced pricing invoicing and contracting and overall client communication. The project continues on the support level, and we are glad to continue our cooperation with ScienceSoft.

Shorouq Basnawi,Commercial Applications Sr. Analyst, SAL Saudi Logistics Services

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Benefits of Dynamics 365 for Ticket Management

230%+
annual ROI
5 months
average payback time
1:3.5
cost-benefit ratio
95%
of manual help desk efforts can be automated

Pricing

Dynamics 365 Customer Service Professional

Dynamics 365 Customer Service Enterprise

Fast and accurate case resolution with core functionality:

Ticket management.
Knowledge management.
Reports and dashboards.
SLAs and entitlements.
Templates.

$50 user/month

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Professional edition functionality + advanced customer service capabilities:

Further customization.
Unified service desk.
Embedded intelligence.
Gamification.
Portal capabilities.

$95 user/month

I'm interested

Customer Service Add-Ins

Digital Messaging and Voice Add-in

Voice Channel Add-in

Digital Messaging Add-in

Chat Add-in

A tool foromnichannel engagement across voice, digital channels, and chat.

$90user/month

A tool to support phone calls in Dynamics 365.

$75 user/month

A tool for omnichannel engagement across digital messaging channels, including chat.

$75 user/month

A tool to support live chat between customers and agents.

$60user/month

Cost Calculator for a Dynamics 365 Help Desk Solution

Estimate the cost of building a help desk solution based on Microsoft Dynamics 365. Simply answer a few questions about your requirements to get started.

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