Hello,
As Customer service module is self sufficient to manage the support requests by customers, would you please share scenarios where technical customizations are requiring to enhance or optimize the functionalities?
Thanks,
Hi TomSD365,
What do you mean by ''technical customisation''?
In Customer Service App, you can change area to 'Service Management', then you can set up features, such as case management, queues, routing rules, service terms, insights, and service scheduling.
--You can set them based on your needs.
Example:
--Case Management customizations:
https://learn.microsoft.com/en-us/training/modules/custom-apps-customer-service/4-customize
--Basic routing rulesets can only route cases, you can enable unified routing to enhance the functionalities
https://learn.microsoft.com/en-us/dynamics365/customer-service/overview-unified-routing
You may also consider using automated processes(workflow/flow) or codes(js,plug-in) when you sometimes want to automate the process and do not want to click manually.
The variety of customisations depends on your specific business needs and you can search the current forum for posts from other users to find out more.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,900 Super User 2024 Season 2
Martin Dráb 229,297 Most Valuable Professional
nmaenpaa 101,156