Use skill-based routing in Dynamics 365 Customer Service

Intermediate
Business User
Dynamics 365
Customer Service

The unified routing feature in Dynamics 365 Customer Service includes a skill-based routing solution that helps organizations more effectively handle customer-related issues. Its configurable interface helps ensure that conversations are routed to agents who have the skills and proficiency levels that match those levels that are defined on the incoming conversation.

Learning objectives

This module explains:

  • Skill rating models.
  • How to assign representatives to skills.
  • Intelligent skill finder.

Prerequisites

Experience with the Customer Service app and unified routing