Emperor Financial Services elevates customer engagement using Dynamics 365 and Copilot Studio | Microsoft Customer Stories
Fragmented systems can slow response times and limit visibility across customer interactions. This customer story shows how EFSG unified service channels with Dynamics 365 to improve response speed and service quality. Read the story to see how connected data can help you deliver more consistent customer experiences.
Why did Emperor Financial Services move to Dynamics 365 and Copilot Studio?
EFSG was operating customer service across **multiple disconnected tools**—physical phones for calls, mobile devices for WhatsApp, and separate web portals for live chat. This siloed setup created:
- **Slow response times** and time‑consuming processes
- **Disorganized data** and limited visibility into customer history
- **Difficulties prioritizing conversations**, especially for supervisors
- **Data security concerns**, particularly with remote work
- Pressure to **improve customer satisfaction** while **reducing operational costs**
After evaluating options, EFSG chose **Microsoft Dynamics 365 Contact Center**, **Dynamics 365 Customer Service**, **Microsoft Power Platform**, and **Microsoft Copilot Studio** to:
- **Unify all service channels** (chat, email, phone, social, WhatsApp) into a **single interface**
- Gain **real-time insights** into customer interactions and sentiment
- Improve **case management** and issue resolution
- **Automate routine tasks** so agents can focus on complex cases
- Benefit from a **cloud-based, secure, and scalable** architecture
According to EFSG’s leadership, Dynamics 365 has helped **streamline processes**, **enhance productivity**, and provide **valuable customer insights** that support better decision-making across the business.
How has Dynamics 365 improved EFSG’s customer service operations?
EFSG has reimagined its customer service operations by building a **unified, omnichannel platform** on Dynamics 365 and Power Platform:
- Single interface for all channels
Customer service representatives now handle chat, email, phone, and social media from one screen. They can switch channels without losing context, which helps deliver more consistent experiences.
- Centralized case management
Using Dynamics 365 Customer Service, EFSG tracks and resolves cases with greater efficiency. All interaction records are stored in one place, giving agents a clear view of each customer’s history and issues.
- Real-time monitoring and insights
Support managers monitor interactions in real time, use sentiment analysis to spot at‑risk conversations, and prioritize interventions. This has helped improve both response times and case resolution rates.
- Market-specific workflows without heavy customization
By using the Contact Owner field, EFSG segregates customer data by market. Each team manages its own segment without complex custom development.
- Automation and analytics with Power Platform
- Power Automate streamlines workflows and reduces manual steps.
- Power Apps supports custom apps that simplify updates and operational changes.
- Power BI dashboards provide advanced analytics and performance reporting.
This combination has helped EFSG reduce operational costs, manage data more efficiently, and stay agile as business requirements change.
EFSG reports that Dynamics 365 has helped them deliver **faster, smarter, and more personalized service at scale**, while also making it easier to expand into new markets and adjust processes without extensive reconfiguration.
What role does Copilot Studio and AI play in EFSG’s customer experience?
EFSG uses **Copilot Studio** and AI capabilities in Dynamics 365 to reshape how both customers and agents interact with the service organization:
- AI-powered chatbots for common inquiries
EFSG has built custom chatbots connected to customer data. These bots:
- Handle routine questions and provide instant responses
- Reduce the workload on human agents
- Generate summaries of previous interactions during calls, helping agents update case notes in real time
Customer service managers can review feedback on chatbot flows and quickly adjust them to improve performance.
- AI speech recognition and transcription
During phone calls, AI automatically transcribes conversations. This:
- Saves agents time on manual note‑taking
- Improves the accuracy of interaction records
- Makes it easier to reference calls for follow‑up or audits
- AI-driven text-to-speech for automated menus
When customers call, they hear a professional greeting and a menu of options (for example, billing inquiries, technical support, product information). Customers select options via keypad, and frontline staff can update FAQ answers and greeting messages in just a few clicks, keeping information current.
- Real-time sentiment analysis
Dynamics 365 provides sentiment analysis during interactions, giving supervisors real-time insight into customer mood. This helps them prioritize which conversations need immediate attention and optimize team performance.
Overall, Copilot Studio and AI help EFSG **automate routine tasks**, **personalize interactions**, and **support agents with better context**, contributing to higher customer satisfaction and more efficient operations.
Emperor Financial Services elevates customer engagement using Dynamics 365 and Copilot Studio | Microsoft Customer Stories
published by ITontology
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