Dynamics 365 Customer Service

When a case correspondence includes links, sometimes the linked text loses it link when it is re-arranged by the Generative AI during "Propose New Knowledge".

For example, the answer to the customer may have included something like "click here to download the software update", hyperlinked, but the GenAI removes the hyperlinks but still includes that text. I have a specific example of this happening in our production environment but I cannot share it.

Search Insights is limited to supplying Search Terms, user behavior, and relevance ranking for only the Knowledge Search component. Dataverse search is much more 'modern' yet the interaction with Dataverse/Global search at the top of the screen in D365 is not logged anywhere. This seems like a huge gap that should have been accounted for before deploying the feature. It is critical to be able to see what users search for and the detail of the results. Overall, there is limited transparency into how search results appear in a list by user. We know 5 people can search the same term yet get a different order of results. The details on how that order is provided needs to be documented as it is for other (knowledge) search platforms.

TLDR: Implement logging of Dataverse Search with at least the same metadata/analytics provided using the Knowledge Search component.

HI Dynamics Team,

Hope you are doing well,

This is in regard to Dynamics workflow where I could notice, we could not drag and drop the emails between To and Cc, where in outlook we had that option and it simplifies our work. email which already pulled in TO and if we want to put in Cc list and Typing same manually it's like non value work for us. Please consider this and work to fix this issue by having drag and drop option of emails.

Dear Colleagues,

I hope this message finds you well. I am writing to propose an enhancement to our current process regarding the delegation of specific tasks from human representatives to AI agents.

In our existing workflow, when a human representative delegates a task to an AI agent during a conversation, the ongoing dialogue between the client and the representative is automatically ended. However, there are several scenarios in which it is imperative for the client to continue communicating with the same human representative, despite an interim interaction with the AI. This continuity can improve the overall customer experience, particularly in sensitive or critical interactions.

Use Cases

1. Authentication: In cases where authentication is necessary, it is preferable to have the Interactive Voice Response (IVR) system perform the authentication task. This ensures that sensitive information—such as passwords—remains secure and is not exposed to human representatives.
2. Pre-Interaction Notifications: There may be situations where clients are required to listen to an important automated message before proceeding further. In such scenarios, after the client accepts the message, the conversation should immediately continue with the same human representative who can provide subsequent guidance and support.

The core of the proposal is to prevent the transfer of further conversatins to the AI agent once a task has been delegated, or at least to ensure that the agent’s capacity profiles are not exceeded while the client is still engaged with the system. Instead, the conversation should be seamlessly redirected back to the human representative, thus preserving continuity and ensuring a consistent customer experience.

Thank you very much for your attention to this proposal. I welcome any further discussion or feedback regarding this matter.

Regarding the "Related" column in the Schedule table, I want to disable the "Recently Used Records" feature. However, in the standard view settings, it is not possible to hide the "Recently Used Records" for the "Related" column. Therefore, if it were possible to hide the "Recently Used Records" in the standard view settings for the "Related" column, it would improve user convenience.

Automatically open SMS Conversations once they are accepted, using Microsoft 365 Contact Center and the SMS channel. SMS Conversations are not opened automatically by default. Currently, users must accept the notification, navigate to the Inbox panel, switch the view to Messages, and then manually open the record in a new session (since the Inbox panel takes up too much space). This process is not very user-friendly.

The behavior should be the same as for synchronous channels, or there should be an option to choose whether accepting a notification opens the active conversation form or not.

Currently, to check if the status of Dynamics 365 Customer Service has been changed, you can only check the audit log. Since the audit log cannot filter only the status changes or export to CSV or similar formats, the addition of those features or having fields where status changes can be verified would greatly enhance usability.

When working with a form that contains multiple tabs, the system currently resets the view to the first (default) tab after saving. This disrupts the user experience, especially when users are actively working within a specific tab and need to perform multiple saves.

We would like the form to retain the currently active tab even after the user clicks "Save." Staying on the tab where the user is working would significantly improve usability and reduce unnecessary clicks and navigation, particularly in complex forms with many sections.

Business Value:

• Enhances user efficiency and satisfaction.
• Reduces repetitive navigation.
• Prevents errors that can occur when the user is unexpectedly redirected to a different tab after saving.

We suggest the availability of allowing supervisor to listen the conversation translated into their language (not only read).

This is in a voice call attended by an agent and supervised by another, specifically highlighting the functionality enabling a new button in conversation panel that allows the supervisor to listen to the conversation translated into their language.

We believe that this functionality can be very used for example to supervise while doing other tasks or stuffs.

This development may include:

-custom a new button into conversation panel that be enabled when a supervisor is monitoring a voice conversation

-develop a plower automate flow, for this button, to access the real-time transcription and send it to Translator Azure service. Then, this translation can be convert to audio with Text-To-Speech Azure service

Thank you very much

Email addresses are getting hyperlinked on chat widget due to markdown feature. Upon clicking on these hyperlinked email addresses, users are getting Webpage not found page. This negatively impacts the user experience. In order to improve usability, remove hyperlink from the email address visible on the chat widget especially for the user entered email address or re-direct user to select mail app options upon clicking email address.