Introduction to Omnichannel for Customer Service
Omnichannel for Customer Service offers a suite of capabilities that extend the power of Dynamics 365 Customer Service Enterprise to enable organizations to instantly connect and engage with their customers across digital messaging channels. An additional license is required to access Omnichannel for Customer Service. For more information, see the Dynamics 365 Customer Service pricing overview and Dynamics 365 Customer Service pricing plan pages.
If you’d like to try Dynamics 365 Customer Service for free, you can sign up for a 30-day trial.
Omnichannel for Customer Service is a robust application that extends the power of Dynamics 365 Customer Service to enable organizations to instantly connect and engage with their customers via channels like Live Chat, voice, and SMS.
Omnichannel for Customer Service also provides a modern, customizable, high-productivity app that allows agents to engage with customers across different channels. The application offers contextual customer identification, real-time notification, integrated communication, and agent productivity tools like knowledge base integration, search, and case creation to ensure agents are effective.
Supervisors get real-time and historical visibility and insights into the operational efficiency of agents and the utilization across various channels.
The enterprise-grade routing and work distribution engine allows customers to configure agent presence, availability, and routing rules, thus ensuring agents are working on the most relevant engagements.
- Omnichannel for Customer Service uses third-party cookies for authentication. Make sure that the cookies are not blocked in your browser in any mode so that certain services, such as agent or supervisor presence, can work properly.
- The multisession mode and navigation capabilities are supported in the Omnichannel for Customer Service and Customer Service workspace apps only, and not in copies of these apps or custom apps.
Channels available with Omnichannel for Customer Service
You can enable the following channels in your organization with Omnichannel for Customer Service.
SMS is an engagement channel that supports asynchronous mode of communication, and allows your organization to connect to customers by using text messages. More information: Try channels for Dynamics 365 Customer Service and Configure an SMS channel
With the voice channel, Omnichannel for Customer Service provides agents with the ability to receive and make public switched telephone network (PSTN) calls through a native calling experience in Dynamics 365, with real-time AI-powered features such as live call transcription, sentiment analysis, and AI-based suggestions to boost agent productivity. More information: Introduction to the voice channel
Using Microsoft Teams as an engagement channel for support of internal functions—such as technical support, human resources, and finance—allows organizations to connect their employees with internal support personnel by using the Omnichannel Add-in for Dynamics 365 Customer Service. More information: Configure Microsoft Teams
Social channels such as Facebook, LINE, Twitter, and WeChat give you an incredible opportunity to capitalize on the social media trend and engage with your customers in a seamless and personalized experience. In addition to popular social channels, you can create your own custom messaging channel. For more information, see Try channels for Dynamics 365 Customer Service.
As an agent, when you open Customer Service workspace or Omnichannel for Customer Service, you can select the inbox icon to show all of the cases and conversations that are assigned to you. The inbox is designed to help you efficiently work on high velocity tasks, as well as promote inbox sessions to regular sessions when you need more time to resolve cases and complete your conversations. The following asynchronized channels are available in the conversation inbox: SMS, persistent chat, Facebook, Twitter, WeChat, LINE, WhatsApp, and Teams.
The following image shows the inbox conversation view:
The following image shows the inbox case view:
For information on how to configure the inbox view, see Configure the inbox view in App profile manager.
To view more videos on Omnichannel for Customer Service, see Videos.
Prerequisites and system requirements
Assign roles and enable users for Omnichannel for Customer Service
Try channels for Dynamics 365 Customer Service
Configure an SMS channel
Configure a Facebook channel
Quickly configure a chat widget
Omnichannel admin center
Agents using Unified Service Desk
Agents using Omnichannel for Customer Service app
System customizers guide