Plan and prepare for Dynamics 365 Customer Service in 2023 release wave 2
Important
This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Important
The 2023 release wave 2 plan covers all new functionalities planned to be delivered to market from October 2023 to March 2024. In this article, you'll find the product overview and what's new and planned for Dynamics 365 Customer Service.
Overview
Dynamics 365 Customer Service is a part of the Digital Contact Center Platform that helps provide best-in-class customer service through live customer engagements, agent collaboration, advanced telephony, and AI-based analytics. Advanced routing, case management, knowledge management, assistive AI, and embedded Microsoft Teams capabilities maximize agent productivity, while simplified administration and integrated analytics optimize contact center operations. Organizations can provide an omnichannel experience with chat, voice, social, and business messaging channels.
In 2023 release wave 2, our focus is on delivering the following capabilities:
- Copilot and AI innovation to enhance agent productivity
- Channel-based swarming with Microsoft Teams
- Nuance integration
- Voice channel enhancements
Updates to Dynamics 365 Customer Service 2023 release wave 2
Investment areas
Administrator experiences
The modern administration experience provides a consistent setup experience that unifies the management of Dynamics 365 Customer Service, unified routing, and omnichannel activities. The Customer Service admin center app consolidates all administrator experiences that are relevant to customer support into a single app. It provides an intuitive and guided experience to enable rapid first-time and incremental setup, as well as proactive health checks to ensure the system has been set up and works as expected.
Agent experiences
The agent experience is at the heart of Dynamics 365 Customer Service and enhancing agent confidence is the key to improving customer satisfaction. Customer Service provides a powerful agent desktop, with infused generative AI, seamless collaboration capabilities, and productivity tools in a customizable workspace. Our features boost agent effectiveness, enabling them to deliver personalized customer experiences across any channel.
Copilot and AI innovation
Copilot transforms the Customer Service support experience with generative AI. Copilot helps agents easily use internal knowledge sources by generating optimized responses in a single click. Agents are more productive and deliver better service experience with Copilot helping them find resources to resolve issues faster, handle cases more efficiently, and automate time-consuming tasks. To name a few features, Copilot drafts contextual answers to questions in chat and email, responds to questions from the agent, and generates case and conversation summaries.
Omnichannel
The omnichannel capabilities in Dynamics 365 Customer Service enable organizations to instantly connect and engage with their customers via channels like live chat, SMS, voice, Microsoft Teams, and social channels. By providing a seamless agent experience and valuable conversation insights across channels, the omnichannel features enable organizations to deliver a true, all-in-one contact center.
Supervisor experiences
The supervisor experience is targeted at customer service managers and analysts. Availability of key operational metrics allows supervisors to continuously monitor contact center operations and make course corrections. For example, supervisors can intervene when customer sentiment becomes negative and improve agent staffing to optimize productivity, thereby keeping service levels high.
Supervisors can also use the extensibility feature and customize data models to include additional metrics and report on custom entities, improving contact center efficiency.
Teams integration
Use Dynamics 365 Customer Service and Microsoft Teams together to provide your agents and customers with a cohesive environment where they can seamlessly collaborate with each other.
With embedded chat and swarming, agents can get help from experts across the entire organization to resolve complex customer issues.
Agents can connect with their customers using the Join a Teams call feature and meetings integration to have more efficient collaboration with video, screen share, and remote control options.
Unified routing
The intelligent routing service in Customer Service uses a combination of AI models and rules to assign incoming service requests from all channels, namely case, record, chat, digital messaging, and voice, to the best-suited agents. The assignment rules take into account customer-specified criteria, such as priority and skills. The routing service uses AI to automatically classify, route, and assign work items, and eliminates the need for constant queue supervision and manual work distribution to offer operational efficiencies for organizations. The various features like percent-based routing, overflow management, and routing to preferred agents help optimize the routing of work items to the best-suited agents.
To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Dynamics 365 Customer Service below:
For application administrators
User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.
Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.
Get the most out of Customer Service
| Helpful links | Description |
|---|---|
| Release plan | View all capabilities included in the release. |
| Licensing | Improve your understanding of how to license Customer Service. |
| Product documentation | Find documentation for Customer Service. |
| User community | Engage with Customer Service experts and peers in the community. |
| Upcoming events | Find and register for in-person and online events. |
| Product trials | Get started with Customer Service. |