Scattered customer information
Customer, order and service history is spread across multiple systems.

Give service teams a connected workspace to manage customers, orders, Fulfillment, cancellations, returns, refunds, payments and cases, with Dynamics 365 Commerce and enterprise systems working behind the experience.
The customer service challenge
When customer, order, fulfillment, payment and service information sits across different systems, agents spend more time searching and coordinating than helping customers.
Customer, order and service history is spread across multiple systems.
Agents lack one view of orders, inventory, fulfillment and delivery.
Returns, refunds, payments and order changes require multiple teams and systems.
Disconnected processes create delays, callbacks and inconsistent customer experiences.
Core capabilities
Bring customer, commerce, service and transaction capabilities into one connected agent experience so teams can move from understanding the customer to completing the action.
Bring customer profile, interaction history, orders, transactions and relevant service information into one connected agent experience.
Create, manage and resolve customer requests with ownership, status, history and relevant customer and commerce context connected throughout the service journey.
Give agents visibility into orders, available inventory, Fulfillment and delivery status and support relevant service actions from the same experience.
Enable agents to support common post-purchase journeys including order cancellation, returns and refunds through connected Dynamics 365 commerce processes.
Support secure pay-by-link and assisted commerce journeys without requiring agents to directly handle sensitive payment information.
Turn service conversations into assisted-selling opportunities by supporting quotations and capturing relevant leads and opportunities for sales follow-up.
Where it fits
Contact One brings customer context, orders, fulfillment, payments, returns and cases into one focused agent experience.
Best fit for
Support customers consistently across digital and store journeys.
Reduce switching between commerce, ERP, CRM and service applications.
Extend existing customer, order and fulfillment processes for agents.
Replace fragmented journeys with a focused connected workspace.
We confirm product fit and implementation scope against your actual environment.
Contact One is a focused commerce-service workspace. Its fit depends on the channels, routing, workforce and telephony capabilities your organization requires.
Yes, where suitable APIs or integration services are available. Discovery confirms the systems, data, security and response-time requirements.
The solution can support secure payment-link journeys through an approved payment provider and your configured business process.
Yes. Views, workflows and integrations can be shaped around priority contact reasons and agent roles while keeping the experience focused.
Validate the fit
Bring us the process, systems and constraints. We will help define the right scope and next step.
Find the right expertise, service or solution.
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