Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

Customer Service Workspace

Posted on by 278

Hello,

We're thinking to implement the Workspace multisession, should we create our own model-driven app, and include components, or just use the OOB and modify that one? What's your suggestion?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customer Service Workspace

    Hi CEklx,

    Customer Service workspace: The new multisession app allows Customer Service agents to multitask on several customer cases simultaneously and switch among issues seamlessly without losing context of the in-progress work.

    It contains following features:

    Customer Service workspace allows agents to handle customer cases efficiently with the help of the following features:

    • Management of multiple cases simultaneously.
    • Management of email and other case-related activities without losing context of the parent case.
    • Productivity pane for AI-based suggestions for knowledge articles, similar cases, and other productivity tools.

    You can refer the following document to know how to use it:

    Overview of the Customer Service workspace application for Dynamics 365 Customer Service | Microsoft Docs

    If you don't need these OOB features and want to use your own model-driven app, you can refer the following links to switch UCI App from Single to Multi-session:

    Dynamics 365 CE: Switch UCI App from Single to Multi-session Navigation | CRM Logs (wordpress.com)

    Transform your Model-driven app to a multi-session app using settings solution component – XRM Tricks (Power Platform & Dynamics CRM )

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans