Create custom experiences for service representatives with agent experience profiles in Customer Service
Intermediate
Business User
Functional Consultant
Dynamics 365
Customer Service
With agent experience profiles, your organization can create targeted app experiences for service representatives and supervisors who work with Microsoft Dynamics 365 Customer Service workspace and Contact Center.
Learning objectives
In this module, you'll:
- Learn about agent experience profiles, when they're available, and how to access them.
- Create custom profiles with the user interface.
- Define which channels and productivity features are available within a profile.
- Configure session templates.
- Create application tab templates.
- Create notification templates and use notification fields.
- Review associate session and notification templates with workstreams.
Prerequisites
Basic understanding of the Dynamics 365 Customer Service application