Loading...

{How to} Configure custom card for the inbox dynamics 365 Omnichannel

{How to} Configure custom card  for the inbox dynamics 365 Omnichannel

If you're looking to configure custom card settings for your inbox on Dynamics 365 Omnichannel, then this tutorial is for you. In it, you'll learn how to personalize how your information will be displayed with custom card attributes and layout. Here are the steps involved in this configuration process:

  • Access the Admin Center and navigate to Agent Experience Profiles.
  • Edit your inbox settings under the Inbox option.
  • Customize your card attributes and choose your preferred display layout.

The Inbox is designed to help agents manage tasks efficiently, and custom card settings allow them to tailor their workspace to their needs. By choosing preferred attributes and appearance, agents can make their inbox more personalized and effective. Follow these simple steps outlined in the tutorial by Malla Reddy Gurram (@UK365GUY) to configure your custom card settings quickly and easily.

#365blogpostsin365days

Link to the original post: https://mscrmgmr.blogspot.com/2024/05/how-to-configure-custom-card-for-inbox.html

Published on:

Learn more
MICROSOFT DYNAMICS CRM /365  BLOG
MICROSOFT DYNAMICS CRM /365 BLOG

This blog is all about MS DYNAMICS CRM DEVELOPMENT, C# .NET,SQL SERVER

Share post:

Related posts

Try the agent call quality survey in Dynamics 365 Customer Service

In order to optimize the agent experience in Dynamics 365 Customer Service, Microsoft has introduced a call quality survey. This survey helps ...

6 months ago

Resizing the Omnichannel Communication Panel | Dynamics 365 Customer Service

If you're looking for ways to improve the customer service experience within Microsoft's Dynamics 365 Omnichannel, resizing the communication ...

6 months ago

Creating Email Template for Custom Entities in Dynamics 365 CE

In today's business landscape, communication is an essential component of success. Dynamics 365 CE offers various communication channels for e...

9 months ago

How to Use the Live Chat Widget 2.0 in Customer Service Workspace

The Customer Service Workspace in Dynamics 365 now features an upgraded Live Chat Widget 2.0. This new version has advanced customization feat...

12 months ago

Viva Connections “Top News” Card Updated to Include More News Source Options

Viva Connections users, get ready for some exciting updates! The Top News Card is getting a makeover and will now be known as the "News Card,"...

1 year ago

Build Power Virtual Agent topics with GPT

Microsoft recently announced a new product, Copilot, which harnesses the power of natural language processing and machine learning to provide ...

1 year ago

How to – Configure Voicemail in Omnichannel Voice Channel – Dynamics 365 Customer Service

For voice mail to work, make sure Unified Routing is provisioned. Next, we need to create a new Agent experience profile. Navigate to Agent Ex...

1 year ago

Using Expression Builder to Open Agent Scripts Dynamically

This post explores the functionality of Customer Service workspace to dynamically open agent scripts based on specific criteria using the Expr...

1 year ago

Configuring custom views for Inboxes through Agent Experience Profile within Dynamics 365 CRM

In the latest release of wave 2 in Dynamics 365, Microsoft has introduced several new features to provide a better experience for its users. O...

1 year ago

Agents Scripts and Macros with Dynamics 365 Omnichannel

In this article, we'll take a look at how you can leverage Agent Scripts and Macros to deliver superior customer experiences with the Dynamics...

2 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy