Customer Service Workspace - Microsoft Dynamics 365 CRM Tips and Tricks

Enhanced Case Experience in Customer Service Workspace within Dynamics 365 CRM

The new Enhanced case experience will help agents easily interact with customers regarding the case in the Customer Service Workspace app, and it is available in the Customer Service Workspace app only. How to Enable it? 1. Open the Customer Service Admin Center app and click on Miscellaneous under Operations group, and then click on… Read More »

App Profiles to Manage User Privileges for Customer Service Workspace

App Profiles is a new concept introduced with Customer Service workspace to manage app behavior for users. Traditionally this has been something that was managed by introducing specific privileges for the same in the Security Role. For example, the ability to control editing of price on Sales documents like quote/order/invoice could be determined by the… Read More »