Manage notification settings and templates

Applies to: Dynamics 365 Contact Center—embedded, Dynamics 365 Contact Center—standalone, and Dynamics 365 Customer Service

When a notification is sent to an agent, it displays certain information, such as the customer from who the conversation request is coming, the timeout period after which the notification disappears, and accept and reject buttons.

As an administrator, system integrator, or partner, you can use the out-of-the-box templates for notifications or create your own. A notification template is a combination of notification-related, reusable information. The template is used to configure what information needs to be displayed to the agents and supervisors for an incoming conversation, escalation, transfer, or consult.

Desktop notifications

For optimal functioning of desktop notifications, make sure that you're using the latest supported browsers as specified in the system requirements.

Desktop notifications help ensure that agents won't miss any conversation requests. Based on your configuration, agents can receive notification alerts on their desktop always or when the Customer Service workspace or Omnichannel for Customer Service app isn't in focus. Some scenarios where the app isn't in focus might include:

• The agent minimizes the app.
• The agent is working in another browser window.
• The agent is working on another tab of the browser.
• The agent is using two screens, and is on the screen that doesn't have either the Customer Service workspace or Omnichannel for Customer Service app.

Note

The legacy version of Microsoft Edge is not supported for desktop notifications.

Agents can accept or reject the conversation request by selecting a button on the desktop notification. When an agent accepts the conversation, the app is made active and displayed to the agent, and a session is started.

If the agent selects the notification message body and not a button, the app is made active and the notification is displayed to the agent in the app. Then the agent can choose to accept or reject the conversation by selecting the appropriate button.

You can configure the wait time and the notification is displayed for the agent according to this time, but wait time isn't displayed on the notification. The desktop notification theme is based on the Windows operating system theme and settings.

Note

• Desktop notifications will not work when the browser is opened in incognito mode or if focus assist is turned on in your Windows 10 operating system.
• If the native browser notification option is disabled, the notification will be shown in a different user interface.

Allow a browser to show notifications

To get desktop notifications, agents need to allow their browser (Microsoft Edge or Google Chrome) to show them. When an agent gets a browser notification, they need to select Allow. Based on your requirements, you can enable or disable notifications in the browser settings.

Also, as an administrator, you can set the browser notification permission by using group policy.

To ensure that agents, receive the notifications, we recommend you enable the following settings:

• Notification settings in Windows is set to On.
• Notifications for your Dynamics 365 instance website are set to on.
• Don't disturb in your Windows setting is set to Off.
• Enable the service worker in the developer console.

Notification fields

The fields that are shown in the notification are based on the notification template configuration. To learn more, see Slug for notification field header and Create a notification template.

Slugs for notification field header

A slug is a replacement parameter that is populated at runtime based on the context variables.

The notification shows certain fields and values, called Field header and Value respectively.

For example, a customer Kenny Smith initiates a conversation. When the agent sees the notification, it displays Customer Name as Kenny Smith.

Here, Field header is Customer Name and the Value is Kenny Smith.

For the application to identify the name of the customer as Kenny Smith, as an administrator, you must configure slugs as the value. The Omnichannel system replaces the slug with the actual value that is extracted based on the context variables.

The application supports the following slugs.

Slug	Description
{customerName}	Name of the customer who initiates the conversation.
{caseId}	GUID of a case. The case ID is displayed only if a case is linked to the conversation.
{caseTitle}	Title of the case. The title of the case is displayed only if a case linked to the conversation.
{queueId}	GUID of a queue.
{visitorLanguage}	The language in which the customer initiates the conversation.
{visitorDevice}	The device of the customer who initiates the conversation.
{entityRoutingLogicalName}	Name of the entity if the notification is for entity records.
{customerEntityName}	Name of the entity (contact or account entity) if the customer is authenticated.
{customerRecordId}	GUID of the entity (contact or account entity) if the customer is authenticated.
{<name of the pre-chat survey question>}	All the prechat survey questions that are configured for a work stream can be used as the slug. The format is same as the question.

Manage templates

Out-of-the-box notification templates

For the supported channels, Customer Service provides you with out-of-the-box notification templates that you can use in your environment. When you attach the out-of-the-box notification template, the default settings are used in the notifications. For customers whose record exists in Dynamics 365, the settings in the authenticated template for notifications are used. If the customer details aren't available in Dynamics 365, the settings in the unauthenticated template are used for displaying the notifications. For information on the notifications behavior and what the notifications display for agents, see notifications for agents.

The out-of-the-box templates are as follows.

Channel/Entity	Consult	Authenticated	Unauthenticated	Transfer	Other
Chat	Chat - consult - default	Chat - incoming authenticated - default	Chat - incoming unauthenticated - default	Chat - transfer - default
Custom messaging	Custom messaging - consult - default	Custom messaging - incoming authenticated - default	Custom messaging - incoming unauthenticated - default	Custom messaging - transfer - default
Facebook	Facebook - consult - default	Facebook - incoming authenticated - default	Facebook - incoming unauthenticated - default	Facebook - transfer - default
LINE	LINE - consult - default	LINE - incoming authenticated - default	LINE - incoming unauthenticated - default	LINE - transfer - default
SMS	SMS - consult - default	SMS - incoming authenticated - default	SMS - incoming unauthenticated - default	SMS - transfer - default
Microsoft Teams	Teams - consult - default	Teams - incoming authenticated - default	Teams - incoming unauthenticated - default	Teams - transfer - default
Twitter	Twitter - consult - default	Twitter - incoming authenticated - default	Twitter - incoming unauthenticated - default	Twitter - transfer - default
WeChat	WeChat - consult - default	WeChat - incoming authenticated - default	WeChat - incoming unauthenticated - default	WeChat - transfer - default
CDS entity					CDS entity - Default assigned
Customized					Customized notification template
Sentiment					Sentiment threshold alert - supervisor
Voice	Voice call - consult - default	Voice call - incoming authenticated - default	Voice call - incoming unauthenticated - default	Voice call - transfer - default	Voice call - supervisor assign - default

Note

• You can't customize the out-of-the-box notification templates; instead, you'll need to create your own custom templates.
• If you use custom notification templates for record routing, we recommend that you do not add a reject option. By design, the record will be assigned to the routed agent even if you provide the option to the agent to reject the assignment.

Create a notification template

1. In the site map of Customer Service admin center, select Workspaces in Agent experience.

2. On the Workspaces page, select Manage for Notification templates.

3. On the Templates tab, select New Notification Template in the Active Notifications Templates area.

4. Specify the following in the New Notification page.

   Tab	Name	Value, description	Example
   General	Name	Specify the name for the notification. This name wouldn't be visible for the agents at the run-time.	Authenticated chat notification
   General	Title	Provide a title to the notification that you want the agents to see at the run-time.	Incoming chat conversation
   General	Icon	Select web resource path to add an icon.	/webresources/msdyn_chat_icon_zfp.svg Note: - This is the default value. You can change the icon as your requirement. - If you enable the Show desktop notifications option, and if you use svg icon format, then the svg icon won't be shown in the desktop notifications.
   General	Show timeout	Yes	Set Yes to show the timer in the notification, or No to hide the timer in the notification for the agents. Note: - Irrespective of whether you set Yes or No to show or to hide the timeout value for the agent, the timer runs, and after the timeout duration, the notification disappears. - Yes is the default value for the templates when you get the latest release of Omnichannel for Customer Service. - When you upgrade from previous to the latest release of Omnichannel for Customer Service, then existing notification templates will show no value for this field in the user interface. However, the notification templates consider the values as Yes, and display the timer to the users at the runtime. - If you enable the Show desktop notifications option, then the timer won't be shown in the desktop notifications.
   General	Countdown (seconds)	Provide a duration in seconds; after this duration elapses, the notification disappears.	120. Note: This is the default value. You can change the duration as per your requirement.
   General	Autoassign work items	Set to Yes to automatically assign the incoming conversation.	The default value is No. Note: This setting is in preview. More information: Enable automatic acceptance of conversations.
   General	Autoaccept voice/chat calls	This option is displayed only if Auto-assign work items is enabled. Set to Yes for an agent to automatically accept a conversation.	The default value is No. Note: This setting is in preview. More information: Enable automatic acceptance of conversations.
   General	Accept Button	Specify a text for the accept button. This text appears for the agents to accept a conversation request.	The default value is Accept that changes to Open when the Auto-assign work items value is Yes. You can change the text as per your requirement.
   General	Reject Button	Set the toggle to yes if you want to show the reject button to agents. After you set the toggle to Yes, the default label for the button appears.	Reject Note: This is the default value. You can change the text as per your requirement. The Reject Button is disabled when the Auto-assign work items value is Yes.
   General	Show desktop notifications	Specify Always to show notifications always or When app is in background to show notifications only if the Customer Service workspace or Omnichannel for Customer Service isn't in focus.	When app is in background Note: The default value is Never. To learn more, see Desktop notifications and Receive notifications when app is in background.

   

5. Select Save. The template is saved, and the Notification Fields section appears on the page.

6. Select Add Existing Notification Field in the Notification Fields section. The Lookup Records pane appears.

7. Select the search icon in the Look for Records box. If no records are available, a message appears that there are no records found and to create a new record.

8. Select New to create a notification field. A confirm dialog box appears, asking whether you want to leave the page. Select OK.

9. Specify the following in the New Notification Field page.

   Tab	Name	Value, description	Example
   General	Name	Specify the name for the notification. This name isn't visible to the agents at the runtime.	Name of the customer
   General	Field header	Provide a name to the field header. This appears in the notification that agents see at the runtime.	Name
   General	Value	Provide a slug value that appears against Field header in the notification. To learn more, see Slug for notification field header.	{customerName}

   

10. Select the back arrow on the browser to go to the notification template you created. Alternatively, you can select Notifications in the sitemap, and then select the template you created.

11. Select Add Existing Notification Field in the Notification Fields section. The Lookup Records pane appears.

12. Select the name of the notification field you created, and then select Add. For example, Name of the customer.

13. Repeat steps 6 through 11 to add more notification fields.

14. Select Save.

After you save the notification, sign in to the agent app, and you can view the notification per your configuration when a work item is routed.

To learn more, see View notification.

Edit a notification field

As an administrator, you can edit the value of a notification field header in the grid.

1. Select the notification you want to edit on the Active Notifications page.

2. Select a notification field you want to edit and then select the record to edit it.

3. Select Save.

Customize a notification

Let's see a scenario: In the Contoso Pvt Ltd customer service center, every case notification that is shown to an agent needs to have the following:

Title of the notification: A new case is assigned.

Notification fields:

• Case priority: Priority of the case such high or low.
• Case title: Title of the case.
• Device: Device from which the case was created by the customer.
• Language: Language of the customer.

As an administrator, you need to customize the notification template to show the title and notification fields.

Step 1: Create a notification template with the following values

Tab	Name	Value
General	Name	Customized case notification template
General	Title	A new case is assigned
General	Icon	The default value is /webresources/msdyn_chat_icon_zfp.svg.
General	Show timeout	No
General	Timeout (seconds)	The default value is 120.
General	Autoassign work items	The default setting is No.
General	Accept Button	The default value is Accept.
General	Reject Button	The default value is No. When you set the toggle to Yes, the Reject label appears.
General	Show desktop notifications	The default setting is Never. Set to When app is in background.

Step 2: Create the notification fields with the following values

Note

You can configure up to four notification fields only.

Name	Field header	Value
Case priority	Case priority	{$odata.incident.prioritycode.?$filter=incidentid eq '{caseId}'&$select=prioritycode}
Case title	Case title	{$odata.incident.title.?$filter=incidentid eq '{caseId}'&$select=title}
Device	Device	{visitorDevice}
Language	Language	{visitorLanguage}

Step 3: Save the changes

Related information

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