Tag Archives: Customer Service Workspace

Enhanced Case Experience in Customer Service Workspace within Dynamics 365 CRM

Introduction The Enhanced Case Experience in Dynamics 365 Customer Service Workspace is designed to help agents interact more efficiently with customers and manage cases more effectively. This enhanced experience is available only within the Customer Service Workspace app and introduces modernized case forms along with powerful new controls that improve visibility, reduce clutter, and streamline… 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 »