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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / New Omnichannel Agent ...
Service | Customer Service, Contact Center, Fie...
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New Omnichannel Agent Dashboard

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Posted on by Community member
Hi everyone.
 
How can I create a new system Omnichannel Agent Dashboard ?
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Omnichannel Agent Dashboard comes with the system, and cannot be customizable, So are you looking to add some of your own customization on your new dashboard?
    Are you trying to create a new one modelled on it?
    -Omnichannel Agent Dashboard page provides a multi-stream view of conversations.
    -Here, you can view the conversations that you're actively working on, conversations that are available for you to pick from the queues and conversations that you've completed during the last 24 hours.
    Go to Settings > Advanced settings > Customizations > Customize the system > Dashboards:
    1)Creating one interactive dashboard:
    2)Select 'Conversation' entity and add stream view:
    --My work items
    --Open work items:
    --Closed work items:
    3)Save and Publish.
    4)Add the new dashboard to the customer service workspace app, save and publish.
    5)Test:
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?

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