Category: Customer Service Workspace
Smart Paste and Smart Grid(search) in Model Driven Apps
Have you ever had to enter information from a document, note or an email into a model driven app? Usually this takes a bit of time as you have to read the content in the document/note/email first, and then enter the information in the correct fields of a form. How great would it be to have Copilot look at all the information in that document, note or email and justRead More
Case handling time (Preview)
Organizations might have the need to track the total time agents spend on cases for several reasons. By monitoring time, managers can identify areas where agents excel and where improvements are needed, ensuring resources are allocated effectively. This data is crucial for performance evaluations, and it helps set benchmarks and goals. Understanding the time spent on cases allows organizations to improve processes and improve customer satisfaction. For industries with regulatoryRead More
Restore deleted Dataverse rows with the Recycle Bin(preview)
Any organization that uses any type of system may at some point in time need to delete records or rows from their database(s). This can be for various reasons, like cleaning up data, correcting errors, or following business rules. Another scenario that is possible is that someone deleted a record that was not supposed to be deleted by accident. This can lead to the fact that sometimes you might needRead More
D365 Customer Service: Dialer Enhancements
The 2024 release wave 1 for Dynamics 365 brought us some awesome features for the Dynamics 365 CX apps. So far, this release packed a lot of cool and innovative stuff to make all of the different apps work better. In this article, I will discuss the new improvements that have been made to the dialer inside of Dynamics 365 Customer Service. If you’re not sure what the dialer is inRead More
Extend D365 Customer Service Copilot with Prompt Plugins (preview)
The preview feature that I am writing about today is a feature that a lot of us have been waiting for! I am super excited that it’s finally here, and I think this will be a game changer for service organizations! If you are familiar with Dynamics 365 Customer Service, than you most likely have seen the Copilot for agents (this is what I call it) that lives inside ofRead More
Associate emails to multiple records (preview)
As you might or might not know, today we only have the ability to relate activities to ONE row (or record) in Dynamics 365 CX by setting the ‘regarding’ field on the activity. This can be problematic, because there might be a need to save a record to multiple rows (or records). A good example of when there would be a need to associate an activity (like an email) toRead More
Find Dynamics 365 Data in Outlook using mentions
Today I stumbled across a feature that is pretty new! This feature was just released on March 6th and I have to say I am loving it! Apparently, it has been in preview, so I am not sure how I missed it, but I guess with so many new features being pushed out on a regular basis, it is to be expected that some features slip through the cracks! First,Read More
2024 Wave 1 Release Notes: D365 Customer Service
As you all know, the release notes were published not too long ago. As I do every year, I have been writing several articles about the functionality that is part of the 2024 Wave 1 notes for Dynamics 365 CX! In the first article I wrote in this series, I discussed everything exciting and new that is coming for Dynamics 365 Sales, followed by an article about the new SKURead More
D365 Customer Service: New Dialer Experience(preview)
As part of 2023 release wave 2 Microsoft has made several improvements to the dialer in Dynamics 365 Customer Service. This dialer is available for agents to use if the voice channel in Dynamics 365 Customer Service has been configured in the environment. The new dialer has an improved design and enhanced dialing features, such as phone number editing capabilities, a call history list, and administrative settings for countries andRead More
2023 Wave 2 Release Notes: D365 Customer Service
If you read my most recent article, you have probably heard that the release notes for 2023 Release Wave 2 came out on July 18, 2023! As I mentioned in last week’s article, I had a chance to look them over and I am writing another series of articles on the new features and updates that are part of this release. I started last week with the first part ofRead More
