Automating Customer Enquiry Handling with Dynamics 365 and Power Platform Connectors in Copilot Studio
Integrating customer enquiry and complaint submissions with Dynamics 365 using Power Platform connectors in Copilot Studio can automate record creation and improve customer satisfaction. This blog post provides a use case example of how a company can automate the capture and management of customer enquiries from their website directly into Dynamics 365. By using Power Platform connectors in Copilot Studio, customer enquiries can be automatically recorded, tracked, and managed efficiently. The post explains the process of triggering topics through phrases, gathering user preferences and information, initiating the connector for record creation, and displaying a confirmation message. Implementing this automation streamlines the enquiry handling process, reduces manual labor, and leads to faster response times and enhanced customer satisfaction.
Article 5m
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time