Category: Dynamics 365 Customer Service

Dynamics 365 and Power Apps

{Do you know} Get automatic prompts from Copilot on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the Dynamics 365 Customer Service getting automatic prompts from Copilot. Let’s get’s started. Copilot in Dynamics 365 Customer Service Provides real-time assistance to customer service agents. One of its features is automatic prompts. When enabled in the Customer Service admin center, these prompts give…
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{How to} Customize how records are sorted in the Dynamics 365 Customer Service inbox

Hello Everyone, Today I am going to share my thoughts on the Customizing how records are sorted in the Dynamics 365 Customer Service Inbox. Let’s get’s started. Certainly! To customize how records are sorted in the Dynamics 365 Customer Service inbox, follow these steps: 1. Admin Configuration: As a administrator, access the Customer Service admin…
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{How to} Bring your own entity into the inbox on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on bringing your own entity into the inbox on Dynamics 365 Customer Service. Let’s get’s started. In Dynamics 365 Customer Service, administrators can add custom entities to the inbox and custom entities to the inbox and create inbox views.  The feature provides by allowing you…
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{How to} Enable Customer support swarming(preview) on Dynamics 365 Customer Service Hub

Hello Everyone, Today I am going to share my thoughts  and how to enable Customer support swarming which is in preview on Dynamics 365 Customer Service Hub. Let’s get’s started. Customer support swarming in Dynamics 365 Customer Service allows agents to collaborate with experts across the organization to resolve complex cases more efficiently. Here’s how…
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{How to) Set custom home page on Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show how to enable default tab for Home Page on Model Driven App. Let’s get’s started. Normally when you login into Model Driven App like Customer Service App or Sales App etc.. Dashboard is displayed. But if we want to display change settings – how do you do…
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{Do you know} Implement Anywhere365 Solution for Omnichannel features on Microsoft Dynamics 365 Customer Service and Microsoft Teams

Hello Everyone, Today I am going to share my experience on the Anywhere365 Solution which is useful for Omnichannel Feature implementation on Dynamics 365 Customer Service and Microsoft Teams. Let’s get’s started. Suppose there is a requirement to implement a solution where the call center users should receive calls on their Microsoft Teams and BE…
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{How to} Make connection to Dynamics 365 Customer Voice App and give access to users from maker portal

Hello Everyone, Today  I am going to show how to make connection to the customer voice app and give permission to use the Dynamics 365 Customer Voice in the project by the developers. Let’s get’s staretd. Suppose there is a use case: On a Dynamics 365 CE Project theere is a requirement to use the…
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{How to} Use Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on using Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service. Let’s get’s started. Copilot for knowledge in Dynamics 365 Customer Service empowers support agents to swiftly draft knowledge articles using case data and send them to knowledge reviewers for publishing. Here’s…
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{How to} Draft emails using Copilot in email editor on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the drafting emails using Copilot in email editor on Dynamics 365 Customer Service. Let’s get’s started. To draft email using Copilot in the email editor within Dynamics 365 Customer Service, follow these steps: 1. Open Dynamics 365 Customer Service: Log in to your Dynamics…
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{How to} Get relevant results with filters for Copilot Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on get relevant results with filters for Copilot Dynamics 365 Customer Service. Let’s get’s started. Certainly! To get relevant with filters for Copilot in Dynamics 365 Customer Service, follow these steps: 1. Open Copilot Report: To view the Copilot report, Open Customer Service historical analytics…
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