Summary

Completed

Your insurance company's open enrollment season is approaching, and now you have the tools to prepare. With workforce management in Dynamics 365 Contact Center, you configured volume forecasting to predict the spike in call demand, set up capacity planning to determine exactly how many representatives you need, and built shift plans with activity itineraries that account for work time, breaks, and training. You also learned how to integrate with an existing third-party workforce management solution through the Dataverse API, so both systems work together.

These capabilities help you move from reactive staffing decisions to a data-driven approach where you anticipate demand, optimize schedules, and monitor adherence in real time.

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