Adding Notes in Omni Channel Engagement

Adding Notes in Model Driven Apps is a given and has been a feature for quite some time (maybe even…

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Adding Notes in Omni Channel Engagement

Within Dynamics 365 Omni Channel Engagement, when a Conversation is linked to a record, for example a Contact, Account or Case, the ability to add notes is available. Users can add a note by using the note icon within the chat pane as shown in the screenshot below.

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Author: Sarah Critchley

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