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D365 CS: Spice up your case forms with new controls!
If you read last weeks article, where I talked about the new 360 customer component which came out as part of 2023 release wave 1. I also talked about how you c
More about D365 CS: Spice up your case forms with new controls!
In last week's article, I discussed the new 360 Customer Component that was released as part of the 2023 Release Wave 1 for Dynamics 365 Customer Service (D365 CS). This component can be used and configured with Cases in D365 CS, and is listed under the Microsoft Documentation for D365 CS. This component can help spice up case forms, providing an enhanced customer experience.
https://d365goddess.com/spice-up-your-case-forms-with-new-controls/
Product Overview
The 360 Customer Component is a part of the Dynamics 365 Customer Service offering. It is a customer engagement tool that provides a 360-degree view of customers and their interactions. This component can be used to create case forms that are tailored to a customer's needs, allowing for a more personalized and engaging experience. Additionally, the component can be used to provide insights into customer behavior and trends.
The 360 Customer Component also allows for a more streamlined customer journey. By allowing customers to quickly access relevant information and complete transactions, the component helps reduce customer wait time and improves customer satisfaction. This tool is also integrated with other Dynamics 365 applications, such as Sales and Customer Insights, allowing for a more seamless customer experience.
What Else Should I Learn?
In addition to the features already discussed, the 360 Customer Component also offers a variety of features to help create a more efficient case management process. For example, the component allows for the creation of custom case forms, with the ability to add fields, set required values, and add logic. This allows for a more customized experience for customers and can help streamline the case resolution process.
The component also has the ability to view and edit cases in bulk, which can save time and resources when dealing with multiple customer issues. Additionally, the component offers the ability to set up case automation, allowing for a more efficient workflow. Finally, the component also offers the ability to generate reports and dashboards to help track customer satisfaction and improve customer service.
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