Enhanced Case Experience in Customer Service Workspace within Dynamics 365 CRM
The new Enhanced case experience will help agents easily interact with customers regarding the case in the Customer Service Workspace app, and it is available in the Customer Service Workspace app only. How to Enable it? 1. Open the Customer Service Admin Center app and click on Miscellaneous under Operations group, and then click on… Read More »
The post Enhanced Case Experience in Customer Service Workspace within Dynamics 365 CRM first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
Published on:
Learn moreRelated posts
Copilot Cowork and Dynamics 365 Customer Engagement: What It Means for Sales and Service Teams
Microsoft’s Copilot Cowork update matters because it moves AI closer to daily sales and service work inside Dynamics 365. Sellers, service man...
Beyond Attribution: Pipeline Intelligence from Marketing Activities with Dynamics 365 CE/CRM and Power BI
At New Dynamic, a marketing reporting project evolved into something much larger. What began as an effort to better understand marketing activ...
Why Solution Structure Determines Whether Microsoft Dynamics 365 Customer Engagement Environments Scale Successfully
Many Microsoft Dynamics 365 Customer Engagement environments do not become difficult overnight. The friction builds gradually. Deployments req...
Dynamics 365 Customer Service – Policy strictness control for governance rules
We are announcing the ability to tune policy strictness, controlling how aggressive violations are flagged in outbound emails to balance compl...
Dynamics 365 Customer Service – Apply governance policies to email attachments
We are announcing the ability to apply governance policies to email attachments in Dynamics 365 Customer Service. This feature will reach gene...
The Revenue Leak Your Dynamics CRM Cannot See
Key Takeaways: 1. The biggest revenue loss in field sales is invisible. It never shows up in a report; it's the nearby visit a rep never knew ...
Dynamics 365 Customer Service – Enable question-level weighting for quality evaluation scoring
We are announcing the ability to enable question-level weighting for quality evaluation scoring in Dynamics 365 Customer Service. This feature...
We need to talk about... Dynamics 365 Customer Service... Release Wave 1 for 2026
Today in my series on the changes we can expect to see as part of Release Wave 1 for 2026, Dynamics 365 Customer Service is next. I will take ...
Dynamics 365 Customer Service – Group Workforce Engagement Artifacts with Planning Groups
We are announcing the ability to group workforce engagement artifacts with Planning Groups in Dynamics 365 Customer Service. This feature will...
Dynamics 365 Customer Service – Group Workforce Engagement Artifacts with Planning Groups
We are announcing the ability to group workforce engagement artifacts with Planning Groups in Dynamics 365 Customer Service. This feature will...