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

Posted on by Scott_itD 897 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...

0
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Field Service Schedule Board Column Width Adjustment

Last replied Posted on by CU23101130-0 15

Hi Everyone Please could anyone help with the following issue? We're based in the UK, and we currently use Dynamics 365 to schedule jobs for our en...

11
Replies
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides security permissions to interact with chat in copilot service workspace

Last replied Posted on by JAG79 29

Dear all,   I am setting up copilot service workspace and I am enquiring the permissions needed, for a user to interact with chat.   Th...

1
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Schedule Board Summary Row - How can it be removed?

Last replied Posted on by matt_piper 12

I've searched all over but can't find a solution...  can someone please explain how I can remove the 'summary row' in the Schedule Board Gantt ...

4
Replies
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides Copilot Conversation not working on UAT but in DEVTST

Posted on by RM-25021035-0 20

So, I have configured Copilot for Service in DEVTST in CS Hub and is working properly. I did the same on UAT but the conversation tab is not workin...

0
Replies
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides Incoming email isn't converted to a case from alias email dynamics 365

Last replied Posted on by ecrevisse 0

  Hi Team,  The primary email address (help@mydomain.com) has several aliases, across different domains. When sending email to the alias...

1
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Images in field

Last replied Posted on by CU04110943-1 0

Hello, I want to insert an image into a field which allows that in Dynamics 365. Are there any issues I should be aware of? thanks User

1
Replies
Suggested answer
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...

7
Replies
Answered
Service | Customer Service, Contact Center, Field Service, Guides Record type, Views, and Chart selections in D365 Customer Service dashbords

Last replied Posted on by Aaron B73 7

My team is preparing to switch to Dynamics 365 Customer Service for our CRM tool, I'm working on building some dashboards but am finding it a bit di...

2
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides How to put words on template of TimeOFF request

Last replied Posted on by Ravi Fulani 834

How to put words on template of TimeOFF request, on schedule board as we have booking template on gantt chart, we have time off request too, I want to know how can I write something on that. In below image Light blue one is Time OFF request where...

7
Replies

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 48

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 44 Super User 2025 Season 2

#3
mk1329 Profile Picture

mk1329 16

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans