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NEIL PARKHURST (MVP)

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Customer Service Workspace – Presence Issue

Microsoft’s Omnichannel for Customer Service is fantastic … but if like me you have had a problem with the agent presence in the Customer Service Workspace app just spinning and spinning you might have a problem to resolve!

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D365PPUG

D365PPUG Birmingham – Speaker Announcement June 22nd

Have you registered for our Dynamics 365 and Power Platform user group event on 22nd June in Birmingham? If not, I suggest you register ASAP.

CRMUG / D365PPUG

D365PPUG Birmingham – Announcements

At the Birmingham division of “Dynamics 365 and Power Platform User Group” (D365PPUG) we are busy planning our first to face to face event since before COVID changed everything. Plus, we have several changes to our user group and also things are evolving at a national level. Read on for details …

Omnichannel for Customer Service

Unified Routing – Custom Assignment Rules

Microsoft’s Omnichannel for Customer Service makes use of Unified Routing to allocate (assign) work items to agents. Typically, once a conversation or record is routed to a queue, we use either “Highest capacity” or “Round Robin” logic to assign work items to the next available agent. But we can also create custom assignment methods to handle more complex scenarios, in this post I will explain how a custom rule might be used.

Omnichannel for Customer Service

Omnichannel for Customer Service – Emergency Situations

I have recently been helping a company in Texas implement Microsoft’s new Omnichannel voice channel. They presented me with an “interesting” requirement … as call centers in Texas may be located in tornado alley!

Omnichannel for Customer Service – IVR BOT Skills Based Routing

In this blog post I hope to describe how you can setup an IVR BOT for Microsoft’s Omnichannel for Customer Service voice channel. And how the BOT can question the customer on their needs then trigger skills-based routing to ensure the best agent answers the query.

May 19, 2022 in Omnichannel for Customer Service.

D365PPUG Birmingham Meeting – June 22nd 2022

Our next Birmingham Dynamics 365 & Power Platform User Group meeting will be on Wednesday 26th Feb 2020 from 6:30 pm until 9:00 pm. Save this date in your diary!

May 16, 2022 in CRMUG.

Omnichannel for Customer Service – Interruptible IVR BOTs

Within Microsoft’s Omnichannel for Customer Service app with the voice channel we can use a Power Virtual Agent as an IVR BOT. Sometimes we want to ensure the customer hears certain messages in full. In this post I will explain how we can control when a BOT can be interrupted.

May 14, 2022 in Omnichannel for Customer Service.

Omnichannel for Customer Service – Conversation Categories

With Microsoft’s Omnichannel for Customer Service I recently had a requirement to create one or more categories for each conversation. The idea being that agents could categorize conversations to support various reporting requirements later down the line.

May 12, 2022 in Omnichannel for Customer Service.

Omnichannel for Customer Service – Voice channel overflow

Microsoft’s Omnichannel voice channel for Dynamics 365 gives us great capabilities for contact centres. In this post I will consider what might happen if we have large numbers of customers waiting in a queue

April 27, 2022 in Omnichannel for Customer Service.

Omnichannel for Customer Service – Voice IVR BOTS

I have been experimenting with using a Power Virtual Agent as an IVR within Microsoft’s Omnichannel for Customer Service. In this post I will explain my findings so far.

April 8, 2022 in Omnichannel for Customer Service.

Omnichannel for Customer Service – Outbound Voice Calling

I recently gave a demo of the new voice channel within Dynamics 365’s Omnichannel for Customer Service app. In that post I covered the basics of inbound calling. This time I will explain how to setup and make outbound calls.

April 5, 2022 in Omnichannel for Customer Service.

Power Automate Cloud Flows – Format Choices and more

Recently I needed to show the text of a choices field in a post created by a Cloud Flow. Meaning I needed to return the actual text of the choice field rather than the value. In this video I demonstrate how I achieved this.

March 12, 2022 in Uncategorized.

Dynamics 365 Real-time Marketing – My first look

I have recently been asked to review the new real-time marketing feature. I have therefore been busy testing its capabilities and comparing real-time marketing and outbound marketing. This post will include my initial findings and thoughts.

March 1, 2022 in Dynamics 365.

D365PPUG Birmingham – Feb Event Video

During Feb’s Birmingham user group event Mike Chappell gave an informative presentation around Synapse Link. Many people have asked to be able to watch again ….

February 21, 2022 in CRMUG.

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NEIL PARKHURST

I'm a UK based Microsoft Dynamics 365 functional consultant with 30+ years experience in IT.

I am able to provide training and consultancy on any Dynamics 365 project. And of course I'd love to be involved in your Unified Service Desk or Omnichannel for Customer Service project!

To discuss these professional services please contact me at neil.parkhurst@npdynamics.com

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