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Service | Customer Service, Contact Center, Field Service, Guides Welcome to the Service forum!

Posted on by Scott_itD 885 Community Manager

Welcome to the Service forum! We’re glad you're here! 🎉 Whether you’re interested in Customer Service, Field Service, Contact Center, Remot...

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Service | Customer Service, Contact Center, Field Service, Guides Dynamics 365 Workspace, WhatsApp and Copilot Studio Agent help

Last replied Posted on by JasR 0

Hi We've successfully integrated WhatsApp with Dynamics 365 Workspace using a dedicated Workstream, following the guidance in Configur...

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Service | Customer Service, Contact Center, Field Service, Guides SQL und Fehlercode

Posted on by CU18100106-0 0

Ich habe Fragen zu SQL und Fehlercode gestellt. Antworten leider Fehlanzeige. Besonders leistungsfähig scheint dieses System nicht zu sein. Schade u...

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Service | Customer Service, Contact Center, Field Service, Guides How to stop "Email Templates" from being edited.

Last replied Posted on by MikeBMikeBMikeB 94

In D365 "Customer Service Hub", under "Templates -> Email templates" we have set up lots of email templates. [NB It's the ("Email templa...

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Service | Customer Service, Contact Center, Field Service, Guides Set default view in Scheduling Assistant

Last replied Posted on by betmar96 5

We are trying to set the default "mode"/view in Field Services Schedule Assistant to Gantt from List. The Schedule Board is showing Gantt view by default but when clicking on a Resource Requirement and then Find Availability it chan...

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Service | Customer Service, Contact Center, Field Service, Guides SSRS report fetch dropdown values from crm fetch xml and add one static value ms crm

Last replied Posted on by CU29080825-0 24

How to add static values in dropdown in ssrs report with dynamic crm using fetchxml

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Service | Customer Service, Contact Center, Field Service, Guides Is there a way to lock/disable the timeline on a case when it's resolved?

Last replied Posted on by MikeC282 2,171

So my question is whether I can disable or prevent someone from adding activities or notes on a timeline when a case is resolved. I saw you can use ja...

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Service | Customer Service, Contact Center, Field Service, Guides Email/ Case management best practice

Last replied Posted on by Tomit 10

Hey all, I'm hoping you may be able to provide me with some guidance on best practice for managing email enquiries out of Dynamics 365.We currently have a few mailboxes synced with automatic case creation enabled, when a new email is received...

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Service | Customer Service, Contact Center, Field Service, Guides IVR Call back feature customization requirement

Last replied Posted on by CU15101129-0 0

Background: I have implemented IVR using Copilot studio where if we add the “Call back OOTB option message” in the IVR flow, capturing Customer’s Al...

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Service | Customer Service, Contact Center, Field Service, Guides Item Availability by Sales Order

Last replied Posted on by CU10101511-0 0

We are using Dynamics Business Central 365. We have multiple Inventory locations, and they do not all carry all items. When we enter manual Sales ...

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