Implement multi-session experiences in Dynamics 365 Customer Service

  • Module
  • 7 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Customer Service

The workspaces section in the Customer Service admin center app lets you create targeted app experiences for agents and supervisors who are working with the Dynamics 365 Customer Service workspace and Omnichannel for Customer Service apps.

Learning objectives

This module explains how to:

  • Implement a multi-session deployment.
  • Use templates to open application tabs within a session to display different information.
  • Use session templates to present data to representatives with different fields and applications.
  • Manage notification settings and templates.

Prerequisites

Basic understanding of Dynamics 365 Customer Service