Get started with Customer Service Insights

Get started with Customer Service Insights

Important

Power Virtual Agents capabilities and features are now part of Microsoft Copilot Studio following significant investments in generative AI and enhanced integrations across Microsoft Copilot.

Some articles and screenshots may refer to Power Virtual Agents while we update documentation and training content.

Microsoft Dynamics 365 Customer Service Insights uses AI to automatically group your cases into topics by using natural language understanding, such as grouping defective product cases into a single topic. Topics allow you to discover and adapt to current and emerging trends, identify problem areas, and improve brand sentiment. By pinpointing and fixing issues before they impact customers, you can deliver better customer service experiences. This module will examine how Customer Service Insights can impact your organization.

Business User
Functional Consultant
Dynamics 365
Customer Service

Module Objectives

In this module, you will:

  • Learn about Customer Service Insights and what it can provide for an organization.
  • Examine how to configure Customer Service Insights for your organization.
  • Learn about installing Power BI app for Customer Service Insights to gain insights.
  • Discover the different dashboards that are available.

Prerequisites

Knowledge of Dynamics 365 Customer Service