Category: Contact Center

 

Disposition Codes Explained: How to Track and Report on Dynamics 365 Customer Service Outcomes

As a customer service leader, have you ever had the need to report on how customer service conversations actually end, not just that they happened? This is where disposition codes come in. Disposition codes in Dynamics 365 Customer Service and Contact Center allow customer service reps to capture the outcome of a chat or voice conversation by selecting from a pre-determined list of disposition codes. For example a customer serviceRead More

Show/Hide custom buttons with PowerFX when a lookup column has no value

A friend of mine was recently trying to make a custom button on an opportunity form in Dynamics 365 Sales show on the form, but only when a certain lookup field had a value. They turned to PowerFX to make it happen but there were some some problems getting it to work correctly. For those who haven’t used it much, Power Fx is the low-code formula language built into theRead More

How to use Rich Messaging in Customer Service to Create Better Customer Experiences

We all know that in customer service, the right tools can make all the difference when it comes to providing a great customer experience. The new rich messaging feature in Dynamics 365 Customer Service and Contact Center that was announced as part of 2025 Release Wave 2 is one of those tools. With rich messaging, customer service reps can do more than just typing and sending a message. Think ofRead More

Visualize Complex Relationships with New Hierarchy Control

Last September I wrote an article introducing the new Hierarchy Control for model-driven apps and how it helps us better visualize relationships between self-referencing tables. In the article I explained how you can easily visualize data within a single table, for example parent and child accounts. It was a great start, but the control still had limitations because we could only use one single table in this control, but let’sRead More

Enhance Data Protection in Dataverse with Secured Masking Rules

Have you heard of column level security in Dataverse? This feature has been around for a long time, and it allows makers to control access down to the column. Imagine you’re building an app in Dataverse. BUT, you’ve got a handful of columns with super-sensitive data, these could be social security numbers, salaries, or other private details. Most likely you don’t want any user to have access to the sensitiveRead More

What is coming in 2025 Wave 2: Dynamics 365 Contact Center

Microsoft has just released the 2025 Wave 2 notes for Dynamics 365 business applications and the Power Platform, and I couldn’t wait to dive in. Over the past few days, I’ve been going through the details to get a solid understanding of what’s coming as part of this wave. You’ll notice that a sizable chunk of these features have been announced previously but are just reaching GA and/or some ofRead More