Enhance service representative productivity and personalization in Customer Service Hub

Intermediate
Business User
Functional Consultant
Dynamics 365
Customer Service

Learn how to configure historical information and communication tools to help your service representatives be more productive.

Learning objectives

This module explains how to:

  • Learn about the timeline control and how to modify it to fit the needs of an organization.
  • Examine how service representatives can use the email functionality in Microsoft Dynamics 365.
  • Review the process of configuring email functionality for service representatives.

Prerequisites

Basic understanding of the Microsoft Dynamics 365 Customer Service application