Hello Everyone,
Today i am going to show how to enable unified routing in Dynamics 365 Customer Service.
Let’s get’s started.
Login into Dynamics 365 and choose the Customer Service Admin Center App.
Turn on the Unified Routing = ON
For more information about the benifits and prequisites click Here
That’s it for today.
I hope this helps
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today I am going to share what is the significance of Enhanced Full Case Form in Dynamics 365 Customer Service.
Let’s get’s started.
In the Dynamics 365 Customer Service – Agents create and work on multiple cases and need to switch between multiple screens to view customer details or refer to past cases and prior interactions.
At the moment agents can upload attachments and capture notes during case creation.
This type of capturing information on case form is unnecessary repetitive tasks.
So Agents need an intutitive case form that allows them to find the relevant information and perform operations quickly.
New Enhanced Full Case Form have:
Can upload the attachments on separate section with great visibility, description field with RTE capabilities to capture rich case details.
You can add key information without losing sight of customer details, past cases, and previous inteeractions, this will avoid case duplication.
You can add notes during case creation.
Access all the attachments related to a case in a consolidated view.
How to activate ENHANCED FULL CASE FORM?
Login into Dynamics 365 Customer Service Hub.
Open the site map of the customer service hub and check the box of the enhanced full case form.
and save and publish the changes.
Now open the case form and choose the enhanced full case form.
Now you case see the attachment section, description and notes.
That’s it for today.
I hope this helps
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today i am going to show how it looks when an advisor program is enabled in your organisation.
Suppose if your organisation is enabled the Advisor Program(Preview) feature in your organisation so when a user from the advisor program logins in then the user will be prompted with a slide whether you want to volunteer to help other makers at your organisation.
The user has to be click the notification as available so makers can contact the user for help when creating Power Apps.
In the settings:
Set the language and time, notification like the newsletter with tips and offers about the power apps, Directories you can choose if you are in multiple organisations.
Advisor Program(PREVIEW) Set the availability and communication method as either email or Microsoft Teams.
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today i am going to show how to use DISTILL WEB MONITOR on Dynamics 365 Apps.
Let’s get’s started.
Suppose you have a requirement to monitor a solution deployment then how do you normally do that by visiting frequently on the browser.
Now with the DISTILL WEB MONITOR you can enable the tool and monitor your deployment on it.
Download tool from here
Open your environment where you want to monitor and click on the distill web monitor tool on chrome browser.
Once you save your selection then the new window will open and you can monitor the application.
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today i am going to show how to add custom button to the ribbon on Dynamics 365 CE Apps using XRMTOOLBOX.
Let’s get’s started.
Suppose you have a requirement to add a report to the custom button on the Dynamics 365 CE App.
How do you that?
Open XRMTOOLBOX and connect to your environment and add the solution into it.
Drag the button the menu and give it a name and publish, all changes will appear on the ribbon solution and appear on dynamics 365 CE App, you can add additional functionality to it like open a power bi report with script.
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
