Customer Support

Taking service actions from chat

AI helps agents update cases, create notes and activities, draft customer communications, and recommend next best actions directly within the Copilot conversation.

Why the human is still essential here

People remain responsible for approving actions, handling exceptions, and managing sensitive customer interactions and escalations.

How people use this

Case note and field updates

AI turns the live support conversation into structured case notes and proposes updates to status, priority, and disposition fields for agent approval.

Microsoft Dynamics 365 Customer Service / Microsoft 365 Copilot

Follow-up message drafting

AI drafts a personalized email or chat recap with resolution steps, promised actions, and links so agents can send post-case communication faster.

Salesforce Service Cloud / Agentforce

Next-best-action recommendations

AI suggests actions such as escalating to Tier 2, issuing a credit, scheduling a callback, or creating a task based on case context and workflow rules.

Salesforce Einstein Next Best Action

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News
Blog

Microsoft 365 and Dynamics 365 now provide a unified customer service experience

With the General Availability of Service Agent and MCP tools in Microsoft 365 Copilot, service organizations continue to get the benefits of Copilot in customer service, now powered by the rich business context and grounded intelligence of both Dynamics 365 and Microsoft 365. Whether they’re new in career or experienced customer service representatives, your employees get tools from Microsoft to help deliver a better support experience for your customers. With this release, we have added rich, interactive app-in-chat experiences, ensuring that customer service representatives do not need to solely rely on text-based conversational UX. Employees can investigate issues, navigate complex processes, and complete tasks without leaving the conversation. The result is a more connected, action-oriented experience that helps service professionals move from understanding to resolution faster in Dynamics 365 Customer Service and across Microsoft 365 apps.

AR
Alan RossVice President, Customer Service AI
Jun 30, 2026