Freshdesk vs Dynamics 365 Customer Service

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Our analysts compared Freshdesk vs Dynamics 365 Customer Service based on data from our 400+ point analysis of Help Desk Software, user reviews and our own crowdsourced data from our free software selection platform.

Dynamics 365 Customer Service Software Tool

Product Basics

Freshdesk is a cloud-based customer service solution that ensures increased satisfaction and engagement. It simplifies ticketing with customization options for agent roles, ticket forms, portals and more. Users can manage identity and information access for improved data security.

It offers field service modules that include omnichannel customer engagement, quick query resolution, automatic appointment management and a map view that lets users track dispatches in real time. Android and iOS support allow field employees to plan, monitor and track appointments, updates and customer communication conveniently. Its other offerings include widget customization, scheduled and customized reports, intelligent ticket assignment and more.

  • Pros
  • Easy to use interface
  • Scalable for large teams
  • Automation capabilities
  • Reporting & Analytics
  • Mobile app available
  • Cons
  • Limited free plan
  • Customization options
  • Reporting can be complex
  • Higher pricing for some plans
  • Limited multilingual support
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Microsoft Dynamics 365 Customer Service is a comprehensive software solution designed to streamline and enhance customer service operations. It offers a suite of tools for case management, knowledge base creation, and customer self-service portals. This platform is particularly well-suited for industries such as retail, healthcare, and financial services, where customer interactions are frequent and critical. The software's unique benefits include AI-driven insights, automated workflows, and seamless integration with other Dynamics 365 applications. Popular features include omnichannel support, real-time analytics, and customizable dashboards, which empower customer service teams to deliver personalized and efficient service. Compared to similar products, users often highlight its intuitive interface and robust integration capabilities. Pricing varies based on the number of users and specific features required, so it's advisable to contact SelectHub for a tailored quote. Overall, Dynamics 365 Customer Service stands out for its scalability and depth of functionality.
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$15/User, Monthly
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$50/User, Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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Product Insights

  • Improved Productivity:  Assign tickets automatically to agents and groups based on various details, including their workloads and skills. Also, auto-assign emails, calls and chats to agents based on keywords and available bandwidth for better productivity. 
  • Better Efficiency: Schedule regular reports to analyze and improve agent performance using different help desk metrics. Measure customer satisfaction based on their satisfaction reports to improve services. 
  • Stronger Teamwork: Facilitate better collaboration between different departments for quicker resolution of customer issues, with linked tickets to keep track of vast issues and team huddle for discussions with experts. 
  • Data Security: Secure confidential data and customer information with state-of-the-art data security. Whitelist IP ranges, restrict login access and set up single sign on script for credentials authentication. 
  • AI Support: Enable faster resolution of customer issues with AI supported chatbots that provide instantaneous answers. 
  • Accessibility: Allow agents exclusive access to login on the go. Conveniently access solutions via website, mobile app and chatbot. 
  • Save Time: Automate mundane tasks so that agents can focus better on resolving customer issues. 
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  • Enhanced Customer Insights: Gain a 360-degree view of customer interactions and preferences, enabling personalized service and improved customer satisfaction.
  • Streamlined Case Management: Automate case routing and tracking to ensure timely resolution and reduce the workload on customer service agents.
  • Proactive Customer Engagement: Utilize AI-driven insights to anticipate customer needs and address issues before they escalate, fostering loyalty and trust.
  • Omni-Channel Support: Provide consistent and seamless support across multiple channels, including email, chat, social media, and phone, ensuring customers can reach you through their preferred method.
  • Knowledge Base Integration: Empower agents with access to a comprehensive knowledge base, allowing them to quickly find solutions and provide accurate information to customers.
  • Performance Analytics: Monitor and analyze key performance indicators (KPIs) to identify trends, measure success, and make data-driven decisions to enhance service quality.
  • Customizable Workflows: Tailor workflows to match your specific business processes, ensuring that your customer service operations are efficient and aligned with your organizational goals.
  • Scalability: Easily scale your customer service operations to accommodate business growth, ensuring that your support infrastructure can handle increased demand without compromising service quality.
  • Integration with Other Microsoft Products: Seamlessly integrate with other Microsoft tools like Office 365 and Power BI, enhancing collaboration and providing deeper insights into customer data.
  • Improved Agent Productivity: Equip agents with intuitive tools and automated processes, reducing manual tasks and allowing them to focus on delivering exceptional customer service.
  • Customer Self-Service Options: Offer customers self-service portals and chatbots, enabling them to find answers and resolve issues independently, reducing the burden on your support team.
  • Security and Compliance: Ensure that customer data is protected with robust security measures and compliance with industry standards, building trust and safeguarding your reputation.
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  • Ticketing Management: Deliver higher quality customer service with collaborative ticketing. Convert customer issues from different channels into resolvable tickets. Offers: 
    •  Team inbox to prioritize and assign tickets based on keywords. 
    •  AI-supported ticketing to improve agents’ efficiency and save time. 
    •  SLA management to measure agents’ performance and set customer expectations for response times. 
  • Omnichannel: Consolidate various support-related communications channels like email, phone, chat, website, WhatsApp, Facebook and Twitter to ensure a seamless customer experience as well as faster query resolution. 
  • Service Management: Create service tasks and field technician groups for tickets on the basis of location, priority and other aspects. To manage field operations, it also includes: 
    •  Scheduling dashboard to keep track of appointments, tasks and field team workloads. 
    •  Mobile field service to keep technicians updated on the fly. 
    •  Automated time-tracking to monitor billable hours. 
    •  Single swipe attachment of customer signatures to the service tasks via the mobile app. 
  • Reporting and Analytics: Schedule reports at regular intervals and customize them according to various requirements. Access actionable insights using data in different chart styles and visualizations. 
  • Customization: Customize workflows, customer portal and agents for optimum productivity based on specific business requirements. Its customization can be leveraged in the following ways: 
    •  Customized ticket forms. 
    •  Custom URL for smooth customer experience. 
    •  Building and integration of customized apps. 
    •  Custom segmentation of customers for personalized support. 
  • Automation: Automate notifications to agents and customers for any updates in their tickets. Automatically execute maintenance activities and implement actions on tickets based on the time lapsed since an event. 
  • Identity and Access Management: Allow and restrict agents as well as customers to log in to their accounts using single sign on script from anywhere using IP whitelisting and a VPN. 
  • Customer Self-Service: Enable efficient customer self-service with automated suggestion pop ups, knowledge base articles and by converting critical issues in the community into resolvable tickets. 
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  • Omnichannel Engagement: Seamlessly interact with customers across multiple channels such as email, chat, social media, and phone, all from a single interface.
  • Case Management: Efficiently track and manage customer issues with a comprehensive case management system that includes automated case creation and routing.
  • Knowledge Base: Provide agents and customers with access to a centralized repository of articles, FAQs, and documentation to resolve issues quickly.
  • Customer Insights: Gain a 360-degree view of customer interactions and history to personalize service and anticipate needs.
  • Service Level Agreements (SLAs): Define and monitor SLAs to ensure timely resolution of customer issues and maintain service quality standards.
  • AI-Powered Insights: Utilize artificial intelligence to analyze customer data, predict trends, and provide actionable insights for improving service.
  • Unified Interface: Experience a consistent and intuitive user interface across all devices, enhancing productivity and ease of use.
  • Queue Management: Organize and prioritize customer requests efficiently with advanced queue management capabilities.
  • Customizable Dashboards: Create and customize dashboards to monitor key performance indicators (KPIs) and track service metrics in real-time.
  • Integration with Microsoft Products: Leverage seamless integration with other Microsoft products like Office 365, Power BI, and Azure for enhanced functionality.
  • Field Service Integration: Coordinate with field service operations to ensure a cohesive customer service experience from initial contact to issue resolution.
  • Self-Service Portals: Empower customers to find answers and resolve issues on their own through user-friendly self-service portals.
  • Automated Workflows: Streamline processes and reduce manual tasks with customizable automated workflows and business rules.
  • Voice of the Customer: Collect and analyze customer feedback through surveys and sentiment analysis to continuously improve service quality.
  • Security and Compliance: Ensure data protection and compliance with industry standards through robust security features and regular updates.
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Product Ranking

#7

among all
Help Desk Software

#68

among all
Help Desk Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Freshdesk
Dynamics 365 Customer Service
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Agent Productivity Call Center Management Dashboards And Reporting Email Management Live Chat Management Mobile Capabilities Platform Capabilities Team Collaboration Ticket Management 83 55 93 92 39 58 97 95 97 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 4697 reviews
Great User Sentiment 12 reviews
89%
of users recommend this product

Freshdesk has a 'great' User Satisfaction Rating of 89% when considering 4697 user reviews from 5 recognized software review sites.

83%
of users recommend this product

Dynamics 365 Customer Service has a 'great' User Satisfaction Rating of 83% when considering 12 user reviews from 1 recognized software review sites.

5.0 (22)
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4.4 (2352)
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4.63 (8)
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4.5 (2229)
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4.3 (86)
4.15 (12)

Awards

SelectHub research analysts have evaluated Freshdesk and concluded it earns best-in-class honors for Ticket Management and Integrations and Extensibility.

Ticket Management Award
Integrations and Extensibility Award

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Synopsis of User Ratings and Reviews

User-Friendly Interface: Freshdesk is praised for its intuitive design and straightforward navigation. This minimizes onboarding time for new agents and reduces the learning curve, allowing them to become productive more quickly. Think of it as a user-friendly smartphone app compared to a clunky, feature-laden desktop program. This ease of use translates into faster issue resolution and improved overall efficiency.
Scalability & Customization: Freshdesk caters to businesses of all sizes, from startups to large enterprises. Its flexible plans and customization options allow businesses to tailor the platform to their specific needs. For instance, a small team might prioritize a simple ticketing system, while a larger organization can leverage features like custom automations or in-depth reporting for more complex workflows.
Mobile Accessibility: Freshdesk offers mobile apps for agents and customers, enabling them to access the platform and manage inquiries on the go. This is particularly valuable for remote teams or situations where agents need to be available outside the office. Imagine a field technician using the mobile app to update a customer ticket while on-site, improving responsiveness and streamlining the resolution process.
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Seamless Microsoft Integration: Effortlessly integrates with other Microsoft products like Outlook and Teams, creating a unified workflow that streamlines daily tasks for agents already familiar with the Microsoft ecosystem.
AI-Powered Efficiency: Includes features like automated case summaries and sentiment analysis, which free up agent time and allow them to focus on more complex customer issues.
Omnichannel Support: Allows businesses to interact with customers across various channels such as email, SMS, and live chat, ensuring a consistent and personalized customer experience.
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Limited Free Plan Functionality: While Freshdesk offers a free plan, it can be restrictive for businesses with growing needs. Features like custom automations, advanced reporting, and integrations are often reserved for paid plans. This can limit its usefulness for businesses seeking a comprehensive help desk solution without upfront investment.
Reporting Complexity: Freshdesk's reporting capabilities, particularly in lower-tier plans, can be cumbersome to navigate and require some technical expertise to generate insightful data. Some users report that creating custom reports or filtering data can be time-consuming, hindering efforts to effectively track key performance indicators (KPIs) and measure support team effectiveness. Imagine sifting through an overflowing email inbox to find a specific message compared to having a well-organized filing system with clear labels.
Limited Multilingual Support: Freshdesk's interface and support resources are primarily available in English. This can be a drawback for businesses operating in international markets or with a multilingual customer base. While some basic translations are available, they might be limited or not comprehensive, potentially hindering effective communication with non-English speaking customers and agents.
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Steep Learning Curve: Its many features can overwhelm new users who need to get up to speed quickly.
Pricey for Smaller Teams: Starting at $50 per user per month, it can strain the budgets of smaller businesses.
Time-Consuming Setup: Getting Dynamics 365 Customer Service customized and ready to use can take a while, especially for complex business needs.
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Freshdesk garners praise for its user-friendly interface and intuitive design, which minimizes training time for new agents and gets them up to speed faster. This is particularly important for businesses with high agent turnover or seasonal spikes in support requests. When compared to competitors offering a steeper learning curve, Freshdesk allows teams to become productive quicker, leading to faster issue resolution and improved customer satisfaction. However, Freshdesk's free plan, while suitable for small teams or those starting out, can be limiting for businesses requiring advanced features. Features like custom automations, powerful reporting, and integrations are often reserved for paid plans. This can be a dealbreaker for businesses seeking a comprehensive help desk solution without a significant upfront investment. Here, competitors offering more robust functionalities in their free tiers might be more suitable. Overall, Freshdesk shines for its user-friendliness, scalability, and mobile accessibility. The ability to customize the platform to fit specific workflows and the availability of mobile apps for agents and customers are valuable assets. However, its limited free plan functionality and potentially complex reporting can be drawbacks. Freshdesk is best suited for small and medium-sized businesses seeking an easy-to-use and scalable help desk solution, particularly those with limited technical expertise or a mobile workforce. For larger enterprises with complex workflows or multilingual customer bases, competitors offering more powerful reporting capabilities or broader language support might be a better fit.

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Is Microsoft Dynamics 365 Customer Service dynamically dynamic, or does it fizzle out? User reviews from the past year highlight a mixed bag of experiences. On the upside, the software shines with its seamless integration into the Microsoft ecosystem, a boon for businesses already entrenched in the Microsoft world. Imagine effortlessly syncing customer data with Outlook or automating tasks through Power Automate - it's a productivity dream. Users also rave about the extensive customization options, allowing them to mold the software to their specific workflows. Need to create a unique customer journey or automate complex service processes? Dynamics 365 can handle it. However, this strength becomes a double-edged sword, as the initial setup and customization can feel like navigating a labyrinth, often demanding specialized technical knowledge. This complexity contributes to another drawback - the cost. Starting at $50 per user per month, it's a significant investment, especially for smaller businesses.This leads us to the ideal user - enterprise-level organizations deeply rooted in the Microsoft ecosystem and with complex customer service needs. These businesses have the resources to navigate the initial learning curve and leverage the software's full potential, integrating it with existing systems and maximizing its robust features. For them, Dynamics 365 becomes a centralized powerhouse, streamlining operations and offering valuable insights to elevate customer service. However, smaller businesses or those seeking a simpler, more budget-friendly solution might find themselves better served elsewhere.

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