Check out the latest Customer Service updates!Learn about the key capabilities and features of Dynamics 365 Customer Service and experience some of the new features.
Download overview guide | Watch Customer Service video
2020 release wave 1 Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I am a complete newbie to Dynamics 365. I have been asked to stand up a Help Desk for my company. We are currently using a 3rd party products and would like to build the interface in Dynamics 365. Does anyone know where I can get some documentation to build this out? I have been unsuccessful in my searches and I know that I am not the only one that would like to do this.
Any help/guidance would be so much appreciated.
How would you like to integrate D365 with your product? Only data integration or functions integration?
1.If you want to integration with data, D365 supports importing and exporting data with excel templetes. You could refer to this doc.
2.If you want to integration with functions, You may need to customize some of your development efforts to suit your specific needs.
D365 supports many ways to allow you to manipulate data in D365 in the 3rd party program, like web api(supports js&c#), organization service(C#)...
You could also refer to the D365 SDK here.https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/get-started-sdk
Anyway, welcome to Dynamics 365 Forum :-)
You could raise your questions in this forum and there will be a lot of wonderful experts help you resolve your problems.
I think that I muddled my question. We are moving from the third party product over to a Dynamics 365 solution. Is there documentation on the best way to buildout a no code solution? To customize Customer Service solution for what we need. Simple things like how do I customize the SLA's and how to I sync to integration our Office 365 user base into the app?
Also, when you say, raise my question. What does that mean? :-) Sorry, true newbie.
Sorry for my misunderstanding.
Yes you could customize the Customer Service solution without coding. Please refer to this documentation provided by Microsoft.
About SLA, you could refer to this doc.
About users, you should konw that we could not add users in D365 directly, we should add users in O365 first and then assign D365 license to them and then they will become the users of D365.
BTW, "raise question" just means you could ask your questions in this forum :-)
Hope it helps.
Check our Unified Service Desk from D365 product family. It's free. Essentially driven by a configuration, but you can code as little to as much needed.
D365 Support Engineer.
Business Applications communities