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How to send an on-demand Customer Voice surveys from Microsoft Dynamics 365

How to easily send a Microsoft Dynamics 365 Customer Voice survey from any Dynamics 365 application, allowing you to collect personalized feedback from your customer records. Go to https://appsource.microsoft.com/en-gb/product/dynamics-365/msfp.customervoicedistribution?tab=Overview After completing the installation, the Send Survey command appears on Tables like: You can send a survey from the following entities: Contact Opportunity Lead Account Case […]

Step by Step Guide To Configure How Topics Are Grouped Using Customer Service Insights

In this blog series, we are going to Configure how topics are grouped using Customer Service Insights You should verify that Customer Service Insights is installed and attached to the Dynamics 365 Customer Service environment that you are working with. You can do that by navigating to https://CSI.ai.dynamics.com (If prompted for credentials, use the same […]

How To Configure Microsoft Dynamics 365 Customer Service Scheduling

In this blog series, we are going to Define Organization Units Sign into your Power Apps Maker Portal.  Select the correct environment to work on.   Select Apps and click to open the Customer Service Hub App   Click on Settings   Click on edit app name   In the Customer Service Hub sitemap Select […]