Dynamics 365 Customer Service
by Microsoft
Dynamics 365 Customer Service stores cases, the accounts and contacts behind them, routing queues and knowledge articles in Dataverse. Holding that data in your own Lake beside sales, billing and contact center records gives service leaders a complete case history, resolution trends by queue and a way to see which accounts cost the most to serve.
- Category
- Support & Feedback
- Type
- Help desk
- Interface
- OData API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Cases
- Accounts
- Contacts
- Queues
- Knowledge articles
Join Dynamics 365 Customer Service cases with orders and accounts, so service quality shows up next to revenue and churn.
Need more? Name any other Dynamics 365 Customer Service data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Dynamics 365 Customer Service uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Microsoft if you need help.
04Questions
Questions you can answer.
Once Dynamics 365 Customer Service data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- What is the average resolution time by queue and case priority?
- Which accounts opened the most cases last quarter, and what is their revenue?
- Which knowledge articles are linked to the most resolved cases?
- How many cases were reopened within seven days?
05How it works
How it works in DataMind.
-
Pick Dynamics 365 Customer Service.
Open Lake, pick Dynamics 365 Customer Service in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Dynamics 365 Customer Service API docs.
-
Answer a few questions.
The AI reads the Dynamics 365 Customer Service documentation, then asks which credentials you will use, which data to sync (for example cases and accounts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Dynamics 365 Customer Service data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with Dynamics 365 Customer Service.
Sources teams join with Dynamics 365 Customer Service in the Warehouse, each one connected the same way.
07Related
