Agent Notes in Omnichannel

thecrmninjaDyn365CE4 years ago6 Views

Anyone familiar with Dynamics 365 will of course be aware of ‘Notes’. These are the very useful ability to for system users to add notes into records. For customers, these show up within the Activity timeline. Every time a note is added, it’s added to the activity timeline to be able to be viewed. It’s also possible to add attachments to notes, which can be very handy too.

Each note is…

Continue Reading thecrmninja’s Article on their blog

https://thecrm.ninja/agent-notes-in-omnichannel/

Blog Syndicated with thecrmninja’s Permission

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