Introduction: In Dynamics 365 (D365) Customer Service, the 'Customer 360' Component provides a comprehensive view of information and enables users to edit customer data within the form. In this blog post, we will explore the process of setting up the Customer 360 Component for the Case Entity. This configuration allows…
Introduction: WhatsApp with Non-Twilio Number in D365 CE is a method of integrating WhatsApp with Microsoft Dynamics 365 Customer Engagement (D365 CE) using phone numbers that are not associated with the Twilio platform. This integration allows businesses to leverage the WhatsApp Business API to send and receive messages directly from…
Dynamics 365 Customer voice helps us to capture, analyze and act on customer and employee feedback. Dynamics 365 Customer voice surveys contains several types of questions: choice, date, Likert, ranking, rating, text, and Net Promoter Score (NPS). In our blog we will explain how to create and send survey invites…
Introduction: In this blog post, we will be exploring the process of setting up live chat and chatbot. We will begin by covering the fundamentals and then move on to all the necessary steps required to configure it successfully. So, let’s get started! Licenses required: Purchase licenses from Microsoft 365…
Create Live-Chat Channel in trial subscription D365 CE Introduction: In this blog, will see how to create a Live-Chat Channel in Customer Service with trial subscription. There are different Channels available for Customer Service which are listed below Chat Chat is an engagement channel that enables your agents to…
Summary : In this blog we will discuss how to create case in Dynamics 365 automatically when an email is received using Automatic record creation and update rules(ARC) in Dynamics Customer Service Hub. Step 1: Go to https://make.powerapps.com/ and sign-in. Select your environment and then select “Apps” from left-hand pane…
How to change view of subgrid conditionally using JavaScript? Introduction Recently, we got a situation where we must show different fields on sub grid on a condition. We cannot hide or show fields on sub grid, but we can change view of sub grid. In this blog, I have explained…
How to open forms as popup dialog in D365? Introduction Sometimes, clients want to edit or create new record without living current page. To create new record, we can use Quick Create form. But when we open existing record, then it will leave current page and opens a form page.…
How to change main form of an entity conditionally using JavaScript? Introduction Sometimes we need to hide or show some fields on the form according to a field value or a condition. We can do it using business rule. but when we want to hide or show large number of…