Macros

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	Early access	General availability
End users by admins, makers, or analysts	Oct 24, 2019	-	Jan 31, 2020

Feature details

Macros enable agents to stay efficient and productive by automating a series of repetitive tasks with a single click. For example, agents will be able to automate tasks like resolving a case after updating a field, assigning it to a different user after capturing notes, or sending an acknowledgement email with contextual data from the session using macros.

Administrators will be able to configure macros to suit their specific business or process needs.

See also

Productivity tools (docs)