What is Guided Channel Setup in Dynamics 365 Customer Service ?
Автор: Power Tech Speck (Girish Uppal)
Загружено: 2024-01-20
Просмотров: 439
Описание:
This video demonstrates how to use Guided Channel Setup wizard in Dynamics 365 Customer Service application.
The Guide channel setup automates the automatic record creation process using a navigational wizard.
Some of the steps involved in Guided channel setup are as listed below:
✔️Permission Management
✔️Configuring Roles
✔️Agent mailbox enablement
✔️Shared Mailbox setup
✔️Email Queue management
✔️Case Conversion rule
✔️Case Queue and routing
Girish Uppal walks you through the steps and compares it with the manual pain staking steps and its benefits while creating automatic cases using the guided channel setup.
#microsoft #powerplatform #dynamicscrm #dynamics365customerservice #microsoftcrm #omnichannel #dynamics365
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