11

Export Dashboards to PDF

For Dynamic CRM: Instead of only being able to export to .csv files, it would be helpful to be able to export the data from embedded power bi dashboards to pdf as well.

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thanks for the suggestion! The ability to export/print dashboards is under consideration, please vote to help increase the priority. Any additional details on the scenario you can provide would be great, such as what the PDF would be for (email colleagues, a presentation, etc.) and the desired frequency of export. 

Sincerely,

CS Insights team  
9

Date and Time should display in the users timezone and not UTC

Can you please add a preference to the user settings so chart and table's dates and times as displayed in the user's time zone?

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0 Comments

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Completed
Ideas Administrator

We have released newer version of analytics, including real-time reports Overview of real-time Omnichannel analytics dashboard | Microsoft Learn that let uses select the time zone. 

7

Display out of the box PVA topics in omnichannel historical dashboard

Currently the omnichannel historical dashboard only show details and insights for custom power virtual agent topics only

it helpful to have the out of the box (system topics) also appear.


This will help with customer requirement.

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your submission. Setting this idea to require additional votes to be considered. 

Regards,
Dynamics CCA BI team

6

Integration between VOC and AI for Customer Service

Hi, I would really much like an automatic integration between VOC and AI for Customer service. This means that my VoC surveys end up writing the CSAT score back to the Case entity automatically.

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3 Comments

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Declined
Ideas Administrator

Voice of the customer will be deprecated by October 2020. Forms Pro will become the replacement offering for surveying.  You should be able to use Flow to trigger Forms Pro surveys to your users for gathering information.

4

Provide an out-of-the-box report to analyze conversation end-to-end

Since we moved to DCCP, supervisors and team leads struggle to answer the question "what happened with this call".

This is a normal scenario when a customer complains he called and nobody answer, or that he waited unusual time.


In our previous contact center, there was a...

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your submission. Setting this idea to require additional votes to be considered. 

Regards,
Dynamics CCA BI team

4

Call Intelligence for Customer Service Insights

Hi, Call Intelligence feature available in Dynamics 365 Sales Insight could have a good implementation also from a Customer Service point of view, to help manager in understanding how agents manage incoming calls.

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0 Comments

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Completed
Ideas Administrator
Thanks for the suggestion! We've released a preview version of the call insights into Customer Service Insights, please take a look and provide feedback as we continue to improve it towards GA: https://docs.microsoft.com/dynamics365/ai/customer-service-insights/ci-overview

Sincerely,
CS Insights team
3

Filter Options on Custom Fields

Hi, I would like to be able to use Custom relationship fields on the Case Entity as a filter and drill down in CSI.

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2 Comments

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Completed
2

Callers who drop off after leaving a voicemail are counted as abandoned calls in Realtime dashboard.

When a Caller is offered Voicemail and leaves a voicemail they are counted as abandoned and add to the Abandoned Rate in the Omnichannel real-time analytics dashboard. Callers who leave a voicemail are not going to stay on the line they will drop off and wait for a call-back from someone answe...

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0 Comments

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your submission. We will be taking this idea into review and update this thread once we make a decision on adding to our backlog.


Regards,
Dynamics CCA BI team

2

Add keywords visualization to Omnichannel Historical analytics

It would be useful to have a visualization that contains the main keywords that emerge during the conversations, where the more frequent keywords are bigger, in order to be identyfiable immediately.

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0 Comments

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your submission. Setting this idea to require additional votes to be considered. 

Regards,
Dynamics CCA BI team

2

Omnichannel Customer Service Historical Analytics refresh time

Allow customers to set refresh to a specific time and refresh to occur on the specified time.

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0 Comments

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Category: Customer Service Insights – BI Analytics (39)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for sharing this idea. We will take it under review.