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Supply chain | Supply Chain Management, Commerce
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Best practice or suggested process flows for Dynamics 365 Commerce with Customer Service

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Posted on by 339

Hi all,

I remember seeing some mock-ups of how the D365 Commerce Call Centre might be displayed and utilised with Dynamics 365 Customer Service.  With the significant growth in ecommerce retailers coming onto Dynamics 365 Commerce are there any public plans or statements of roadmap we can refer to in this area?  We'd really like to see how Microsoft envisage architecting of key processes across the Commerce and Customer Engagement platform. 

e.g. Customer service representative handles an incoming D365 CS case as a product enquiry via phone/email/webchat,  assists the customer with some product discovery and then places the order for them with their chosen payment method, with opportunity to up/cross sell presented in context of their app, the sales order being processed within Commerce and visible as required to the Customer Services application. 

Of course as partners we can put this together ourselves, but these key customer journeys are not unique and it would seem to make sense for a standard process to be available for customisation where required

We have at least 3 customers who are looking to drive their Customer Service function with these the two systems up seamlessly and naturally expect them to work cleanly together as they are Microsoft Dynamics products, at present it feels a little like every partner/customer will come up with their own approach.

Any product team have any comments, or someone able to point me in the direction of material i might have missed? 

  • commander Profile Picture
    commander on at
    RE: Best practice or suggested process flows for Dynamics 365 Commerce with Customer Service

    Embedding of F&O forms within CE Environment is enabled by F&O Platform software. It is enabled for Linked Environments - Dataverse/CE Environments linked via LCS and shows off on both Power Platform Environment as linked F&O environment. You can build Web Resources which embedding or leverage PCF examples of Bing Maps etc. to embed forms. Commerce team is working on releasing this as first party control for Customer Service scenarios to enable Commerce Call Center to be embedded within Omnichannel for Customer Service Agent experience and Customer Service experience. 

  • Chris R Tilley Profile Picture
    Chris R Tilley 339 on at
    RE: Best practice or suggested process flows for Dynamics 365 Commerce with Customer Service

    Hi there, in the video you linked there was mention of Commerce Deep Link for customer, and embedding the Commerce Call Center in Customer Service sessions. Is there anything special/clever we need to know or be aware of for this - is it all enabled?

  • commander Profile Picture
    commander on at
    RE: Best practice or suggested process flows for Dynamics 365 Commerce with Customer Service

    hi Chris,

    As part of upcoming April wave, we are releasing Commerce - Customer Service Integration with Commerce Chat capabilities that integration with Power Virtual Agents and Live Agents using Omnichannel for Customer Service. There will be two new modules released for e-commerce for you to integrate this in your e-commerce instance easily. Implementations can choose if they want chatbots only powered by Power Virtual Agents or use Omnichannel for Customer Service. Omnichannel for Customer Service works with multiple channels - Voice, Chat, EMail, Messaging - What's App, SMS etc.. To make it easier for Agents to work on customers and their orders, we are enabling Commerce Call Center to be available with multiple session user interface of Agent easily. 

    You will find videos of this capability in action here - Using the Power Platform to Extend Finance and Operations Apps - Part 8: Power Virtual Agents | December 3, 2020 - Microsoft Dynamics Blog

    You can reach out to me at murkum@microsoft.com and I would love to connect with you on these three customer implementations. 

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