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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Adding a Sales Script ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Adding a Sales Script for Sales Reps (Instruction not JavaScript)

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Posted on by LHuns1922 5

Hi Folks,

I'm looking for a way that when a sales rep is on the phone with a customer for there to be a potential script on questions to ask/things to say/etc. either in the Call view or when making the quote. 

I am very new to Dynamics (about a week) and would appreciate any insight!

Thanks everyone.

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  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    Thank you for your query.

    I am afraid this feature is not available in Dynamics 365 Sales, you need to use Omnichannel for Customer Service/Unified Service Desk:

    https://docs.microsoft.com/en-us/dynamics365/unified-service-desk/configure-manage-agent-scripts?view=dynamics-usd-4.1

    https://docs.microsoft.com/en-us/dynamics365/customer-service/oc-agent-scripts

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