Customer Service Workspace – Macro to open an email based on template

Recently a customer of mine needed to have an agent script in their customer service workspace that opens an email using a template. I will explain how I achieved this in this blog post.

Hopefully you know we can have agent scripts in the customer service workspace within Dynamics 365. And also I hope you know we can call a macro from an agent script. As in this post I will focus on the steps…

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Customer Service Workspace – Macro to open an email based on template

Recently a customer of mine needed to have an agent script in their customer service workspace that opens an email using a template. I will explain how I achieved this in this blog post. Hopefully you know we can have agent scripts in the customer service workspace within Dynamics 365.

Blog Syndicated with Neil Parkhurst’s Permission

Author: Neil Parkhurst

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