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Tag: OmniChannel

Behind Omnichannel Native Voice

I’m so excited! Omnichannel Native Voice is so close to GA I can almost taste it - not literally. But seriously, this is an exciting leap for Omnichannel which means it’s now possible to have Microsoft be the provider for the entire contact centre solution instead of different providers for different channels! The video below … Continue reading Behind Omnichannel Native Voice →

Tricia Sinclair OmniChannel 6 Comments September 3, 2021September 4, 2021 2 Minutes

Dynamics 365 x Teams

If there was one thing that pulled my attention at the recent MS Inspire, it was this announcement: Satya’s announcement that D365 data will be accessible within teams at no additional cost to teams users is a welcome and to me - exciting. I’ve had some time to think about it and wanted to give … Continue reading Dynamics 365 x Teams →

Tricia Sinclair OmniChannel Leave a comment August 31, 2021August 29, 2021 2 Minutes

Omnichannel for Customer Service: The Facebook Channel

A popular social network which many businesses now leverage for engaging with customers is Facebook. With roughly 2.85 billion monthly active users (est as from early 2021 and not considering the catfishes which are likely included in these numbers) its no surprise that facebook dominates the social media platform landscape. According to statcounter, Facebook has … Continue reading Omnichannel for Customer Service: The Facebook Channel →

Tricia Sinclair OmniChannel Leave a comment July 27, 2021 5 Minutes

Omnichannel for Customer Service: Routing vs Work Assignment

When a conversation is initiated in Omnichannel for Customer Service, the conversation is assigned to an agent in two stages. Routing - this allows the conversation to be routed to a queue based on specific routing rules allocated to the workstream. It is possible to configure basic routing rules or the newly available Unified Routing … Continue reading Omnichannel for Customer Service: Routing vs Work Assignment →

Tricia Sinclair OmniChannel Leave a comment June 1, 2021May 31, 2021 2 Minutes

D365 Customer Service: Slugs

Slugs. This is not about your average garden variety slug. This relates to placeholders that are used to dynamically show or refer to data within D365 Customer Service Workspace and Omnichannel Engagement Hub. Slugs are used in various ways and depending on how the slug is used, the syntax of use is different. In this … Continue reading D365 Customer Service: Slugs →

Tricia Sinclair OmniChannel 3 Comments May 17, 2021 3 Minutes

Omnichannel for Customer Service : Custom Context Variables

When an agent accepts a chat in the Omnichannel experience for D365 Customer Service, context information is passed from the initiated chat to the agent's desktop. This context information includes pre chat variables, bot variables - if the chat was escalated from a bot - as well as custom variables sent via custom code. Context … Continue reading Omnichannel for Customer Service : Custom Context Variables →

Tricia Sinclair OmniChannel 6 Comments February 8, 2021February 8, 2021 1 Minute

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 →

Tricia Sinclair OmniChannel Leave a comment January 12, 2021January 12, 2021 1 Minute

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 →

Tricia Sinclair OmniChannel Leave a comment December 18, 2020January 11, 2021 2 Minutes

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 →

Tricia Sinclair OmniChannel Leave a comment December 4, 2020December 4, 2020 1 Minute

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 →

Tricia Sinclair OmniChannel 4 Comments November 16, 2020November 16, 2020 1 Minute

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