Microsoft Dynamics 365

NEIL PARKHURST (MVP)

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Tag Archives: Customer Service Workspace

Omnichannel Voice – Phone Number Setup

In this post I will explain how I initially connected Microsoft’s Dynamics 365 Omnichannel for Customer Service to Azure Communication Services and configured the voice channel.

March 12, 2023 in Omnichannel for Customer Service.

Omnichannel for Customer Service – “internal” chat

I recently had a requirement for internal users to chat with agents in the contact center. Maybe (for example) sales app users would want to speak to agents staffing the helpdesk. Dynamics 365 does include Teams integrations which may be useful for this scenario! But what-if you wanted to apply the same routing logic for these internal users as your external customers.

January 31, 2023 in Omnichannel for Customer Service.

Omnichannel for Customer Service – Rejecting or missing notifications

When a conversation starts in Microsoft Omnichannel for Customer Service app the agent typically sees a notification including the ability to reject the call. Or if they miss the notification a wait timer will eventually hide the notification. That is great but what happens after the conversation is missed or rejected??

January 19, 2023 in Omnichannel for Customer Service.

Unified Routing – Effort Base Routing

Within Dynamics 365 we can now use effort-based routing to assign conversations or records to users. Meaning from Omnichannel for Customer Service we could route case records, web chat conversations and more to agents based on effort estimate models. I will describe this new feature in this post.

December 20, 2022 in Omnichannel for Customer Service.

Omnichannel for Customer Service – Callbacks

The new direct callback feature found in Microsoft’s Omnichannel for Customer Service gives customers the ability to request a callback as soon as an agent becomes available. I will explore this new feature in this blog post.

November 15, 2022 in Omnichannel for Customer Service.

Omnichannel for Customer Service – Voicemail

A great new feature in Microsoft’s Omnichannel for Customer Service app relates to allowing customers to leave voicemails. In this blog post I will explore this new feature.

November 8, 2022 in Omnichannel for Customer Service.

Unified Routing – Preferred Agent Routing

A new feature is coming to the Unified Routing feature found in Microsoft’s Dynamics 365 Customer Service app …. It will allow us to route work items to agents based on a contact having one or more preferred resources. I will describe this new feature in this post.

September 3, 2022 in Omnichannel for Customer Service.

Customer Service Workspace – Enhanced Interface

Microsoft’s Customer Service Workspace provides a user interface for Dynamics 365 tailored to scenarios often found in contract centres. Microsoft plan to enhance it with the 2022 Wave 2 release of Dynamics 365. In this post I take a quick look at the new interface.

August 18, 2022 in Omnichannel for Customer Service.

Omnichannel for Customer Service – Collection

Since the launch of Omnichannel I have often blogged about its capabilities. In this post I will create a collection of links to all of my posts concerning Omnichannel and its related technologies.

August 11, 2022 in Omnichannel for Customer Service.

Unified Routing – Sentiment Predictions

Within Microsoft’s Unified Routing for Dynamics 365 we can route work items using AI based sentiment predictions. In this post I look at how!

August 11, 2022 in Omnichannel for Customer Service.

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CRM crm2015 crm2016 CRM Certifications CRMUG customer service Customer Service Workspace D365UG/CRMUG Dynamics 365 FieldOne Field Service JavaScript MB 230 mb 600 Microsoft Dynamics 365 Microsoft Dynamics CRM Omnichannel for Customer Service Project Service Automation Unified Service Desk USD

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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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