Dynamics 365 Customer Service macros – Create new case with predefined field values

Dynamics365 is adding more and more features to help automate repetitive tasks for users in Customer Support product space. One of the latest additions is Agent Scripts and Macros in CS space.

Macro function has lots of options available however in this article, I am only focusing on Case related actions.

Before we begin, here are some basics:

Macro : An automation flow to perform…

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Dynamics 365 Customer Service macros – Create new case with predefined field values

Dynamics365 is adding more and more features to help automate repetitive tasks for users in Customer Support product space. One of the latest additions is Agent Scripts and Macros in CS space. Macro function has lots of options available however in this article, I am only focusing on Case related actions.

Blog Syndicated with Kaushal Kodagoda’s Permission

Author: Kaushal Kodagoda

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