Enhanced Case Experience in Customer Service Workspace within Dynamics 365 CRM


The new Enhanced case experience will help agents easily interact with customers regarding the case in the Customer Service Workspace app, and it is available in the Customer Service Workspace app only.

How to Enable it?

  1. Open the Customer Service Admin Center app and click on Miscellaneous under Operations group, and then click on Manage to see New and Upcoming features.

Customer Service Workspace

  1. Check the Enhanced case experience for the Main Form and Enhanced case experience for Quick Create Form checkboxes, and click on Save.

Customer Service Workspace

  1. Once you enable the enhanced case experience for the Main form and Quick Create form, while creating a new case, you will see the Enhanced full case form or Enhance Quick Create form as shown below.

Customer Service Workspace

But if you want to see the Enhanced form for the existing case record, then you have to set the enhanced form as the default form or set the form order of the enhanced form on top of the other forms.

Note: If the enhanced full case form has a higher form order than the…


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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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