vortikite.blogg.se - Cardpresso customer service

#Cardpresso customer service update#

Starting in April users will now be able to create and join Teams meetings from Dynamics 365 and be able to view and edit records within the context of the Teams meetings interface. The number of virtual meetings has grown significantly over the past two years, as has the value in having the customer context available for all meeting participants. Unified Teams meetings experience for Dynamics 365 and Dynamics 365 Customer Service users To learn more, visit the documentation: Teams Integration. Preview available in Dynamics 365 Sales and Dynamics 365 Customer Service in April. Using intelligence, a conversation summary is automatically produced when an agent has a customer conversation and wants to collaborate with other teammates using embedded Teams. When agents initiate a Teams chat on an active case or a service conversation, they’re proactively provided with suggestions of other agents who’ve resolved similar cases. AI-suggested contacts for Teams-based collaboration.This capability allows you to use Dynamics 365 data as an organizing layer for your Teams collaboration activity and link chats to Dynamics 365 records, such as sales opportunities and service cases, for convenient access for all participants. Teams chat embedded within Dynamics 365Īs we announced last November at Ignite, you can collaborate with stakeholders directly from within Dynamics 365 Sales and Dynamics 365 Customer Service. Preview available in Dynamics 365 Customer Service in April. Customer support swarming can save an agent time by bringing together the right resources to quickly resolve complex issues while maintaining focus on the customer. Powered by Teams, customer service agents and subject matter experts can swarm cases in the applications they’re accustomed to using, including Customer Service workspace and Teams. Participants with key relationships are included as each swarm member brings a unique perspective and skillset to resolve the issue at hand.

When joining the swarm, relevant skills are displayed identifying the expertise of each swarm participant. Using smart rules, customer support swarming suggests skills and invites the best relevant experts to resolve an agent’s issue. Transform an entire organization into a unified customer service team by bringing together the right talent to effectively resolve complex cases with customer support swarming.

#Cardpresso customer service update#

Share and update Dynamics 365 Sales and Dynamics 365 Customer Service records within Teams.

Unified Teams meetings experience for Dynamics 365 Sales and Dynamics 365 Customer Service users.Teams chat embedded within Dynamics 365 Sales and Dynamics 365 Customer Service.

Customer support swarming in Dynamics 365 Customer Service.

Seamlessly collaborate in the flow of work These new capabilities will continue to nurture and expand collaboration within the workplace, empowering employees with the information and insights they need to thrive, be more productive, collaborate in the flow of work, and focus more time on the parts of the job that matter most. We’re excited about the cross-organization collaboration features with Dynamics 365 and Microsoft Teams, including customer support swarming, embedded Teams chat within Dynamics 365, unified Teams meetings experiences with Dynamics 365 data, and sharing and updating Dynamics 365 records within Teams. It is with great pleasure that I share the latest Context IQ capabilities leveraged in Dynamics 365 Customer Service and Dynamics 365 Sales. Employees are consistently frustrated updating the same information across multiple platforms and having to jump from app-to-app to reference information and complete tasks. Locating information is a pressing issue as salespeople and customer service agents continue to work across local and cloud systems in collaborative environments. With this April 2022 release of Microsoft Dynamics 365, the focus continues to be on two critical departments within organizations: customer service and sales. Today, we’re sharing how products that leverage Context IQ are redefining work, creating new ways to collaborate, and democratizing access to and the use of information to benefit the organization and ultimately, the customer. At Microsoft Ignite last November, we announced Context IQ, a set of capabilities across our Microsoft portfolio that intelligently connects you with the information you need, where and when you need it.