Microsoft Dynamics 365 Customer Service
Add Glance to Microsoft Dynamics 365
Guide customers in real time with Glance Cobrowse, Screen Share, and Video — right inside your agent workspace.
No more tool switching. No more guesswork. With Glance integrated into Microsoft Dynamics 365, your agents can see what customers see, walk them through complex processes, and deliver fast, personalized support. Add the power of human connection with Glance for Microsoft Dynamics 365.
Cobrowse Built for Microsoft Dynamics
AI Smarts, Human Heart
Glance’s Intelligent Connect works hand-in-hand with Microsoft’s AI-driven routing to create the ideal support experience. AI can identify key moments in the customer journey - like hesitation, drop-off, or form abandonment - and can automatically trigger a cobrowse or video session with the best-suited agent.
The result? Faster connections, more relevant support, and guidance that feels personal, not robotic.
Unlock the power of Guided CX in Microsoft Dynamics 365
Seamless integration
Glance embeds directly into the Dynamics 365 Copilot Service Workspace, enabling agents to launch visual collaboration sessions without disrupting workflows. Azure AI and Microsoft Copilot can provide real-time insights that enhance every human-led interaction.
See, understand, guide
With Glance, human representatives can instantly view the customer’s browser or app screen to better understand their journey. Highlight content, walk them through complex forms, assist with transactions, or share documents in real time – perfect for onboarding, support, and customer success.
Secure, scalable, compliant
Glance meets enterprise-grade security and privacy requirements, including ISO/IEC 27001 and SOC 2 certifications. Designed for industries like financial services and healthcare, it enables secure and compliant human interactions at scale.
Omnichannel, but personal
Glance extends human support across every touchpoint - web, mobile, and in-app - while aligning with Dynamics 365’s full omnichannel suite, including voice, SMS, and social. Deliver consistent, personal support wherever your customers engage.
Drive revenue and loyalty
With AI-powered insights and real-time visual engagement, agents can offer personalized product recommendations during cobrowse sessions – boosting conversion, increasing satisfaction, and building long-term loyalty.
Bring clarity to CX ROI
With Glance embedded in Microsoft Dynamics 365, every visual collaboration session generates rich metadata automatically and in real time. This session data flows into your existing Microsoft reporting stack, including Power BI and Customer Insights, making it easy to track the business impact of Guided CX. From case resolution times to customer satisfaction and revenue influence, you’ll have the data to quantify what human connection delivers at scale.