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Microsoft

Help agents be more productive in Dynamics 365 Customer Service

Microsoft via Microsoft Learn

Overview

  • Module 1: With the App profile manager feature, your organization can create targeted app experiences for agents and supervisors who work with the Microsoft Dynamics 365 Customer Service workspace and Omnichannel for Customer Service apps.
  • In this module, you will:

    • Learn about the App profile manager feature, when it's available, and how to access it.
    • Create custom profiles with the user interface.
    • Define which channels and productivity features are available within a profile.
    • Configure session templates.
    • Create application tab templates.
    • Create notification templates and use notification fields.
    • Review associate session and notification templates with workstreams.
  • Module 2: Customer Service workspace equips agents with core customer service capabilities.
  • In this module, you will:

    • View and edit records.
    • Work with cases.

Syllabus

  • Module 1: Create custom experiences for agents with the App profile manager in Customer Service
    • Introduction
    • Get started with the app profile manager
    • Create and use app profiles to manage apps
    • Application tab templates
    • Session templates
    • Manage notification settings and templates
    • Use templates in workstreams
    • Check your knowledge
    • Summary
  • Module 2: Enhance agent productivity with Customer Service workspace
    • Introduction
    • Explore the Customer Service workspace user interface
    • View and edit records
    • Work with case records
    • Use the Productivity pane in Customer Service workspace
    • Check your knowledge
    • Summary

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