What are Queues in Microsoft Dynamics 365 Customer Service?

Sdílet
Vložit
  • čas přidán 26. 09. 2023
  • This video demonstrates the purpose of Queues in Dynamics 365 Customer Service module.
    ✔️Queues are containers to store anything that needs to be completed or requires an action to close a task / case are used to Organize, Prioritize and Monitor work progress
    ✔️Queue is automatically created for each user and team (System queues)
    ✔️Queue Type
    - Public
    - Private
    ✔️Actions
    - Add to Queue
    - Pick an Item
    - Remove Item from Queue
    - Release item to Queue
    - Route to another Queue
    - Assign to user or Team
    ✔️Views used in Queue
    - Items working on
    - Items available to work on
    Girish Uppal explains the concepts of Queues in Dynamics 365. The video covers the provisioning, usage, routing, closing, re-routing covering the entire life cycle process of queue in Dynamics 365 Customer Service
    #powerplatform #dynamicscrm #dynamics365customerservice
    ✔️You can visit girishuppal.com (Girish Uppal) website to get more productivity tips.
    ✔️Please subscribe to @powertechspeck youtube channel / @powertechspeck to get more productivity tips and tutorial content from Girish Uppal
    ✔️You can view my Linkedin Profile at: / girishuppal
    ✔️You can view the badges earned by me at: www.credly.com/users/girish-u...
  • Věda a technologie

Komentáře • 6

  • @DLiberator78
    @DLiberator78 Před měsícem +1

    Absolutely brilliant video, very clear, concise instructions and excellent presentation. Thank you.

  • @Aurora_926
    @Aurora_926 Před 2 měsíci +1

    Greate Video! Can one Case added to multiple queues at the same time?

    • @PowerTechSpeck
      @PowerTechSpeck  Před 2 měsíci

      Thanks Luna for your query. One Case record can be attached to one queue at a time from the out of the box view.

  • @paul4637
    @paul4637 Před 2 měsíci +1

    What is meant by Queue type, message or entity....what do these identify or mean ?

    • @PowerTechSpeck
      @PowerTechSpeck  Před 2 měsíci

      Queue types can be Messaging, Records or Voice. If you want to route message conversations related to live chat, sms or social channels message then use messaging type. If you want to route records from table such as Cases or Email then use record types. If you want to use Voice calls routing from phone number then use Voice type. It's basically classification of queue types based on channel categorization.