Tag: Tracking
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
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
D365 Field Service: Technician Locator
This is another feature of 2021 release wave 1 which is currently in preview. There is a little bit of setup for this one so instead of adding this to my previous article 2021 Release Wave 1 | Part 3, I wanted to write a separate article to go over the setup and talk about how it works in the application. The technician locator allows Field Service organizations to sendRead More
