One really cool feature of Microsoft’s Omnichannel for Customer Service product is the ability to complete a co-browse with your customers. Imagine how useful it would be to be able to easily guide your customers around your website once co-browse is enabled! In this post I will review how to configure and use this feature.
Within Microsoft’s Omnichannel for Customer Service we can configure how sessions open. The product ships with some default templates that may be all you need but in this post I start to explore how you might want to amend session templates.
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Power Platform + Dynamics 365 Core exam. (aka MB-200) In this post I will look at concepts around importing data.
Omnichannel for Customer Service allows us to integrate SMS with Dynamics 365, in this post I will look at how this operates and how to setup the SMS channel.
Microsoft’s Omnichannel for Customer Service includes the ability to alert your agents when incoming conversations arrive or if someone transfers a conversation to them or someone just wants to consult them about a live conversation. These notifications are as you’d expect a standard feature of Omnichannel for Customer Service but there are quite a few options we can use to tailor how and when these notifications appear. In this post I will explore those options.
As Covid-19 restrictions continue our next Birmingham Dynamics 365 / Power Platform user group event will again be virtual. The negative is you won’t get to enjoy our famous free buffet. But the amazing benefit is everyone can join regardless of location.
Recently I was asked to consider a requirement to roue web chats within Omnichannel for Customer Service in a particular way. In this post I explain how I used a combination of Virtual Agents and skills based routing to achieve the requirements.
We can now use Microsoft Teams as a channel with Omnichannel for Customer Service. I can see many applications for this, not least for an internal help desk who needs to offer support to users across their organisation.
Microsoft’s Omnichannel for Customer Service allows us to communicate with customers on many channels, in this post I will review how to configure the ability to converse with customers using Twitter.
OmniChannel for Customer Service provides omnichannel capabilities directly in Dynamics 365. Additionally it includes enterprise grade routing and also works with Unified Service Desk! In this post I will provide a collection of links to all of my omnichannel posts.
Microsoft’s Omnichannel for Customer Service allows us to escalate web chat conversations to voice and video calls, this is a great feature when conversations become complex and a chat conversation is simply more long winded than a voice call.
Omnichannel for customer service contains a number of features to help improve agent productivity. In this post I will explore two of these …. Agent scripts and Macros. Plus we’ll see some slugs along the way!
I recently got asked a simple question but one I didn’t immediately know the answer for! As I had to research the answer I thought a blog post might help anyone who is presented with a similar question. That being …. “In the Dynamics 365 App for Outlook we can track emails as being regarding a standard set of entities. What if we want a remove entities from this list or add custom ones?”.
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Power Platform + Dynamics 365 Core exam. (aka MB-200) In this post I will look at concepts around email integration.
The April 2020 release wave of Dynamics 365 includes an updated approach to SLAs. In this post I will explore how to create the “new style” Service level agreements.
