Good customer service is taken for granted. To stand out, companies need exceptional customer service that go beyond what customers expect as standard. Modern society has evolved. Customers now expect answers almost immediately and will go out in search for those answers themselves. Whether they’re searching about how to fix a device or get information … Continue reading D365 Customer Service : Voice Channel
Omni Channel Engagement Hub: Configuring the Entity Routing Channel
One of the main methods of communication still used as standard by many customer service teams is the email channel. Fortunately customers have been able to configure this in the D365 Customer Service module leveraging the functionality that allows case records to be created from activity records and subsequently routed to a queue. But how … Continue reading Omni Channel Engagement Hub: Configuring the Entity Routing Channel
Omni Channel Engagement Hub: Configuring Pre Chat to Automatically Identify Customers
When a customer initiates a chat, its often a pretty good idea to have some information available that will allow an agent to know who they're talking to or even why the chat was initiated. The Omni Channel Engagement Hub allows the configuration of pre chat questions which will prompt the user to provide information … Continue reading Omni Channel Engagement Hub: Configuring Pre Chat to Automatically Identify Customers
Omni Channel Engagement Hub: Configuring Chat Authentication
In a previous blog, we configured a chat widget which allowed engagement with customer service agents. When creating the widget, I ignored the authentication field which is available on the chat widget form. This blog focuses on configuring authentication which will allow the agent to see that the person who initiated the chat is known … Continue reading Omni Channel Engagement Hub: Configuring Chat Authentication
Using Specflow and EasyRepro to improve Automated UI Testing
I first learned about Specflow and Behaviour Driven Development in 2018 in a blog that Wael Hamze posted. In his blog, Wael explains not only what Behaviour Driven Development and Specflow is but also how it could be used with Fake-xrm-easy (Jordi Montana's Unit Testing framework) as well as Easy Repro, an open framework that … Continue reading Using Specflow and EasyRepro to improve Automated UI Testing
Omni Channel Engagement Hub : Initiating a Chat with a Custom Chat Button
In my previous blog, we created a new chat widget in the Omni Channel Engagement Hub admin area and embedded the widget into a web page. The widget allows customers to interact with agents having been routed using any rules configured within Omni Channel. This blog focuses on how we can leverage the Omni Channel … Continue reading Omni Channel Engagement Hub : Initiating a Chat with a Custom Chat Button
Omni Channel Engagement Hub: Creating a Chat Widget
In my previous blog post, I covered the basic setup needed for agents to be able to use the the Omni Channel Engagement Hub app. This post is a continuation on that blog, focussing on how we can quickly create a chat widget to allow your customers to interact with your agents. https://youtu.be/3a5yMoA7ac0 The video … Continue reading Omni Channel Engagement Hub: Creating a Chat Widget
Omni Channel Base Configuration: Creating Users and Queues
In my previous blog, I showed how we can create a new omni channel trial. Before you can use the trial to leverage the full capabilities of omni, the trial will need to be configured. In this blog, I'll detail how to set up what I consider to be the base configuration of omni. This … Continue reading Omni Channel Base Configuration: Creating Users and Queues
Omni Channel Engagement Hub: Fix Missing Presence Icon
A defect was introduced in a recent release of D365 Customer Service which impacts new and some upgraded Omni Channel installs. This defect prevents the presence icon from appearing in the top right hand corner. In the most recent release the team have created a loader page which gives an indication of the progress of … Continue reading Omni Channel Engagement Hub: Fix Missing Presence Icon
Creating an Omni Channel Engagement Hub Trial
So you've heard about the Omni Channel Engagement Hub and want to see what all the fuss is about. But, you cant work out which license to add, where to go to set it up or why you're not seeing the right screens! You may also be getting some random error messages - some of … Continue reading Creating an Omni Channel Engagement Hub Trial
