Is Your Service Operation Struggling to Keep Up?

Smart EXIM Data Extraction

Cases Are Managed Inconsistently

Service teams rely on emails, spreadsheets, and individual processes to manage customer issues, resulting in inconsistent service delivery.

Security and Compliance

Limited Visibility Into Service Performance

Leaders struggle to understand case volumes, SLA compliance, team workloads, and service trends.

Ensure Continuous Financial Compliance

Knowledge Is Difficult to Access

Critical information is scattered across documents, inboxes, and team members, making issue resolution slower.

Business Process-First Approach 

Agents Spend Too Much Time on Repetitive Tasks

Manual case updates, documenting interactions, and searching for information reduce the time available to help customers.

Why Intech Activatr?

Deliver Decision-Ready Reports and Dashboards

Live in 30 Days

Fixed Scope and Fixed Price

Reactive helpdesk support

40 Hours of Hypercare Included

Seamless document storage via DMS integration

AI Working from Day One

End-to-end audit trail creation

One Connected Service Platform

Alerts, approvals, and tracking in one place

Built for Customer Service Teams

What’s Included?

01

AI-Ready Service Workspace

Configure customer records, contacts, cases, activities, queues, entitlements, and Customer Service Workspace.
02

Structured Case Management

Establish a standardized Case-to-Resolution process with SLA tracking, escalation management, and service governance.
03

Service Agents

Enable Microsoft Service Agents to support customer interactions, knowledge management, productivity, and case resolution.
04

Service Visibility & Governance

Configure dashboards, queues, service KPIs, workload visibility, and performance monitoring.
05

Data Migration

Migrate agreed service records and foundational customer service data into Dynamics 365 Customer Service.

Expected Business Outcomes

  • Faster Case Resolution
  • Better Service Visibility
  • Improved Agent Effectiveness
  • More Consistent Customer Experiences
  • Stronger SLA Compliance
  • Increased Service Efficiency

AI Working From Day One

Intech’s Customer Service Autonomous Agent

Standard Service Agents

Leverage Microsoft’s built-in “Customer Interaction Agent,” “Knowledge Agent,” “Service Productivity Agent,” and “Case Resolution Agent” to support everyday service operations.

Custom Copilot Studio Solutions

Built-In Copilot

Provide agents with AI-powered assistance, summaries, recommendations, and service insights directly within Dynamics 365 Customer Service.

Competitive Landscape Analysis

Customer Interaction Summaries

Automatically capture and summarize customer conversations to improve context and continuity.

Manufacturing Finance & Cost Control

Knowledge Recommendations

Surface relevant knowledge articles and support content to help agents resolve issues faster.

Data Strategy and Assessment

Case Resolution Assistance

Suggest next-best actions and recommended resolutions based on service history and case context.

Ready to Modernize Your Customer Service Operation in as Little as 30 Days?

Improve service delivery, empower agents with AI, and create more consistent customer experiences with Microsoft Dynamics 365 Customer Service.

Explore Other Packages

Whether you’re starting with sales, customer service, CRM and ERP integration, or a unified customer platform, there’s a package designed for your next stage of growth.

Intech Nurtur

Build a structured, AI-ready sales organization with Dynamics 365 Sales.

Intech Amplifyr

Connect sales and business operations with Dynamics 365 Sales and Business Central.

Intech Acceleratr

Unify sales, service, and business operations on a single Microsoft platform.

Your AI Journey Starts After Go-Live

Turn your CRM investment into measurable AI adoption with Project Elevate, Intech’s optional add-on engagement. Build a structured roadmap for Copilot, AI agents, automation, and business transformation that extends the value of your Dynamics 365 investment.

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Frequently Asked Questions

Intech Activatr is designed for organizations looking to modernize customer service operations, improve case resolution, and create a more structured and consistent service experience.

Intech Activatr is designed to be implemented in approximately 30 days.

The package includes the defined Dynamics 365 Customer Service configuration, agreed data migration, user enablement, go-live support, and 40 hours of hypercare.

The package enables Microsoft’s Service Agents, including Customer Interaction, Knowledge, Service Productivity, and Case Resolution capabilities.

Yes. The package includes migration of agreed service and customer service records into Dynamics 365 Customer Service.

Intech Activatr includes 40 hours of post-go-live hypercare support.

Chat with Neo

Neo

Intech Systems AI Assistant