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Dynamics 365 and Power Platform Birmingham Event – 24th Nov

We are really excited to announce our next Birmingham based face to face event. This time we’ll meet on 24th November. This will be our last Dynamics 365 and Power Platform event of 2022, so don’t miss...

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Omnichannel for Customer Service – Overflow (v2)

I have previously blogged about the overflow capabilities in Microsoft’s Omnichannel for Customer Service. But the recent 2022 Wave 2 release has given us some additional capabilities. So, in this blog...

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Omnichannel for Customer Service – Voicemail

A great new feature in Microsoft’s Omnichannel for Customer Service app relates to allowing customers to leave voicemails. In this blog post I will explore this new feature.Microsoft’s Omnichannel for...

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Omnichannel for Customer Service – Callbacks

The new direct callback feature found in Microsoft’s Omnichannel for Customer Service gives customers the ability to request a callback as soon as an agent becomes available. I will explore this new...

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Unified Routing – Effort Base Routing

Within Dynamics 365 we can now use effort-based routing to assign conversations or records to users. Meaning from Omnichannel for Customer Service we could route case records, web chat conversations...

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Dynamics 365 and Power Platform Birmingham – 25th Jan 2023

Christmas is done the New Year has started and so our attention is turning to our next free Dynamics 365 event in Birmingham! A key focus of which will be a timely presentation on developing your Power...

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Omnichannel for Customer Service – Rejecting or missing notifications

When a conversation starts in Microsoft Omnichannel for Customer Service app the agent typically sees a notification including the ability to reject the call. Or if they miss the notification a wait...

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Omnichannel for Customer Service – “internal” chat

I recently had a requirement for internal users to chat with agents in the contact center. Maybe (for example) sales app users would want to speak to agents staffing the helpdesk. Dynamics 365 does...

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Dynamics 365 and Power Platform Birmingham – 22nd March 2023

I love Dynamics 365 and the Power Platform but I admit keeping up-to-date with all the latest developments can be a constant challenge. I’ve been very busy recently! So I haven’t given the next release...

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SLA – Recalculate on reactivation of cases

I have blogged a few times about capabilities around service level agreements (SLAs) within Dynamics 365 Customer Service! This time I plan to cover a specific requirement that frequently arises …. as...

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Omnichannel Voice – Phone Number Setup

In this post I will explain how I initially connected Microsoft’s Dynamics 365 Omnichannel for Customer Service to Azure Communication Services and configured the voice channel.I’d already installed...

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Disable/Hide an option set value

We use option sets quite often. Regularly I get asked to change the values of these as business requirements change.Is there a way to disable an option set value, or hide a value that is no longer...

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Field Service – Inspection Reporting

In previous posts I have explained how we can create inspections; in this post I will focus on how we gain access to the inspection data. (To support reporting).You can review my earlier post which...

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Dynamics 365 and Power Platform Birmingham Event – 24th Nov

We are really excited to announce our next Birmingham based face to face event. This time we’ll meet on 24th November. This will be our last Dynamics 365 and Power Platform event of 2022, so don’t miss...

View Article

Image may be NSFW.
Clik here to view.

Omnichannel for Customer Service – Overflow (v2)

I have previously blogged about the overflow capabilities in Microsoft’s Omnichannel for Customer Service. But the recent 2022 Wave 2 release has given us some additional capabilities. So, in this blog...

View Article


Image may be NSFW.
Clik here to view.

Omnichannel for Customer Service – Voicemail

A great new feature in Microsoft’s Omnichannel for Customer Service app relates to allowing customers to leave voicemails. In this blog post I will explore this new feature.Microsoft’s Omnichannel for...

View Article

Image may be NSFW.
Clik here to view.

Omnichannel for Customer Service – Callbacks

The new direct callback feature found in Microsoft’s Omnichannel for Customer Service gives customers the ability to request a callback as soon as an agent becomes available. I will explore this new...

View Article


Image may be NSFW.
Clik here to view.

Unified Routing – Effort Base Routing

Within Dynamics 365 we can now use effort-based routing to assign conversations or records to users. Meaning from Omnichannel for Customer Service we could route case records, web chat conversations...

View Article

Image may be NSFW.
Clik here to view.

Dynamics 365 and Power Platform Birmingham – 25th Jan 2023

Christmas is done the New Year has started and so our attention is turning to our next free Dynamics 365 event in Birmingham! A key focus of which will be a timely presentation on developing your Power...

View Article

Image may be NSFW.
Clik here to view.

Omnichannel for Customer Service – Rejecting or missing notifications

When a conversation starts in Microsoft Omnichannel for Customer Service app the agent typically sees a notification including the ability to reject the call. Or if they miss the notification a wait...

View Article
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