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

Posted on by Scott_iTalent 263

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 Inbound Emails with multiple recipients (users/queue) only one Email record created

Last replied Posted on by Vikesh 32

Hi all,   I have an issue with inbound emails with multiple recipients where only one email record is being created in CRM.    Fo...

3
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Service | Customer Service, Contact Center, Field Service, Guides Lead Qualification

Posted on by CU19111210-0 0

Hello everyone,   I get this error when trying to qualify a lead   To Qualify a lead, active stage of the process must be on 'Lea...

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Service | Customer Service, Contact Center, Field Service, Guides Automatically associate contact as customer for Incoming WhatsApp Conversation.

Posted on by JS-19110953-0 0

I have set up WhatsApp and SMS Channels with their respective Workstreams in the D365 Customer Service Admin Center with the Same Number. ...

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Service | Customer Service, Contact Center, Field Service, Guides Open views as sessions instead a tabs inside customer service workspace app

Posted on by BE-19110914-0 0

Is it possible to open a particular entity view as a session instead of a tab? If I understand correctly, createSession from app profile manager all...

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Service | Customer Service, Contact Center, Field Service, Guides D365 Customer Service knowledge articles

Posted on by DavidBest 43

Is there a simple way to upload PDF files as knowledge articles in D365 Customer Service?    I have hundreds of PDFs that contain busine...

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Service | Customer Service, Contact Center, Field Service, Guides D365 Field Service Integration with D365 BC- Data not syncing

Last replied Posted on by MA-29041525-0 35

Hi experts   I have completed all setups as mentioned in MS docs (Links attached at the end). Integration is setup successfully but business ...

1
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Service | Customer Service, Contact Center, Field Service, Guides Case form not displaying correctly for a few users

Posted on by Cat_Car 164

Hello, Since last week (nov. 12 2024) the case form is not displaying correctly for at least 2 users that I know of.   Here is a quick view ...

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Service | Customer Service, Contact Center, Field Service, Guides Setting up fees

Posted on by Zachary Wickard 8

Hello Forum! I have set up a table for fees in D365 FS. It has custom logic like add to certain work orders or add to all work orders. There is also...

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Service | Customer Service, Contact Center, Field Service, Guides How can I extend the schedule board highlight to match the work's actual duration in Field Service?

Posted on by Inkey Solutions 1,646

In the Field Service app, the schedule board highlights the time slot for a work item once it’s scheduled. If the work is scheduled from 2PM to 4PM,...

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