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MICROSOFT CUSTOMER SERVICE PHONE NUMBER BUSINESS HOURS INSTALL

In the Customer Service Hub, forms for cases and knowledge articles include a process bar (also called a business process flow), which appears when you save the record for the first time. The different components of a form are explained in the following sections. Know your formsįorms are designed to help you quickly handle important customer service tasks and complete actions from a single place. The recipients will see all content in the records for which they have permission. The default email client opens with the links to these records. To email links to records, select one or more records in the list, and then on the command bar, select Email a link. You can email links to records so your colleagues can quickly find these records by selecting the links. On a mobile device, from the nav bar, tap and then tap Quick Create Menu. You can directly select the records from the panel and view the details of the record. Select and expand Open Record Set to navigate to other records.Ī side panel opens where you can view other records. More information: Use interactive dashboards to effectively manage service cases Navigate through records and pages To return to the list of records, select Open Views in the command bar. When you're viewing the list of records for a specific record type, select Open Dashboards in the command bar to switch to the default dashboard for that record type. Open the default dashboard for a record type Select Favorites and Recent button to see recently viewed records, or to see views that have been pinned as favorites.įor a mobile device, the site map is displayed as illustrated in the following image: More information: Configure Customer Service.

Service Management lets you define all the customer service admin settings from the Customer Service Hub site map. You can also access Service Management from the site map. to go to Training, and access the documentation site to view the Help Center.

Knowledge Articles capture your customer's questions, issues, feedback, and resolutions, so that other service reps can benefit from them.

Queues keep a track of cases waiting for you to work on.

Cases help you create and track your customer requests and issues.

Social Profiles let you track a contact's presence in social media.

Contacts help you manage and store information about the customers you work with.

Accounts are the companies you do business with.

Activities help you keep track of tasks, email messages, appointments, phone calls and much more.

You can select from multiple dashboards as per your role.

Dashboards collect all your most important data in one place.

Here is what each entity record type is used for: To view recently opened records, select the down-arrow next to the record type in the site map. When you select a record type from the menu, such as Accounts, Contacts, or Cases, you'll see a list of corresponding customer records (also known as Entity grid). Select Service, and then select an entity record type. To learn more, see Understand the site map navigation. The Customer Service Hub comes with an enhanced site map to enable easy navigation of the interface.

Activities: Email, Task, Appointment, Phone Call, Social Activity.

In the Customer Service Hub, you will find everything you need to easily manage customer service at your organization: Work with case management record types, dashboards, and tools

MICROSOFT CUSTOMER SERVICE PHONE NUMBER BUSINESS HOURS INSTALL

To install the Dynamics 365 Customer Service mobile app, see Install Dynamics 365 for phones and tabletsįrom the My Apps page, select Customer Service Hub. Install the Dynamics 365 Customer Service mobile app.

To access the Customer Service Hub app on a mobile device: If you are on the Settings page, then in the Dynamics 365 Customer Service site map, navigate to the app switcher, and then select Customer Service Hub. On the Dynamics 365 page, in the Published Apps area, select Customer Service Hub. These options are available only to users with the Customer Service app access role, System Administrator role, or System Customizer role.