Improve administration productivity with guided channel setup and search

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Oct 30, 2022

Business value

The Customer Service admin center app unifies and simplifies the setup tasks with a step-by-step guided experience to help admins easily onboard to different channels. A dedicated search for settings will help improve their discoverability.

Feature details

Enhancements to the Customer Service admin center include the following features:

  • A get started wizard for easily setting up email, case, chat, and voice channels, as well as creating routing rules to get you started with handling customer issues in minimal steps.
  • A setup that's dynamic to the product you provision.
  • A search settings page that can help improve the discoverability of settings.

See also

Improve admin productivity with guided Customer Service channel setup and settings search (blog)

Guided channel setup (docs)