CX Cards for Customer Service

Revolutionize Customer Service with CX Cards in Microsoft Dynamics

Boost the efficiency and effectiveness of your customer service operations with CX Cards, seamlessly integrated into Microsoft Dynamics. Automatically trigger personalized surveys via Email or SMS at pivotal moments in the customer support journey—such as when a new case is created, resolved, or updated. Collect real-time feedback to measure customer satisfaction and gain actionable insights that will help you enhance service quality, reduce response times, and resolve issues faster.

CX Cards empower your support team to take immediate action on survey data. Automatically update case details, prioritize urgent issues, and trigger workflows to escalate unresolved cases—all based on customer feedback. This dynamic integration helps ensure that your customer service is always responsive and aligned with customer needs. Get started with CX Cards in Microsoft Dynamics to take your customer service to the next level.

Key Features for Microsoft Dynamics Customer Service:

• Survey Triggers at Critical Touchpoints: Automatically send surveys when key customer service events happen—like case creation, status changes, or resolution—ensuring you capture feedback exactly when it matters most.

• Customizable Conditions: Configure survey triggers based on specific case details, timeframes, or customer segments. For example, send follow-up surveys to customers with high-priority cases or after cases remain unresolved for a set period.

• Instant Feedback Actionability: Survey responses can automatically update Microsoft Dynamics case records, adjust priority levels, or trigger escalations for urgent cases, ensuring no critical feedback goes unnoticed.

• Role-Based and Multi-Contact Surveys: Tailor surveys to reach the right people, whether you want to target the main contact, decision maker, or even multiple individuals involved in a case.

• Integrated with Microsoft Teams: Keep your support team in the loop by posting survey feedback and case updates directly to Microsoft Teams, helping teams collaborate faster on customer issues.

• Comprehensive Data Management: Store and analyze all survey responses within Microsoft Dynamics, ensuring you have a complete view of customer sentiment for continuous improvement.

Drive Service Excellence
Track and measure essential customer service metrics like Customer Satisfaction (CSAT), Customer Effort Score (CES), and Net Promoter Score (NPS). Use CX Cards’ powerful analytics to identify trends in customer feedback, allowing you to proactively improve service quality and customer loyalty.

Get Started with CX Cards for Customer Service
Easily integrate CX Cards with Microsoft Dynamics to start capturing real-time feedback on your customer support performance. Contact us today to configure your Surveyapp account and deliver exceptional customer experiences.