Dynamics 365 Customer Service - Shared Mailbox, Queue & Automatic Case Creation Rules

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  • เผยแพร่เมื่อ 7 ม.ค. 2025

ความคิดเห็น • 19

  • @HarshadBajaj-x6u
    @HarshadBajaj-x6u ปีที่แล้ว +1

    Your Videos help a lot, you provide very high quality content. Thank you but please try to improve your audio quality.

  • @QaisNL
    @QaisNL ปีที่แล้ว

    THANK YOU, i enjoyed the course and foute very informatieve, will be waiting for next sesion…

  • @jeffreyjiang567
    @jeffreyjiang567 ปีที่แล้ว

    very good video!

  • @itme7297
    @itme7297 ปีที่แล้ว +1

    How is a queue member able to send an mail from a shared mailbox queue, if they are not a member of the shared mailbox in Exchange?

    • @ska-dooshpanda
      @ska-dooshpanda  ปีที่แล้ว +1

      Hello,
      Thank you for your question. You dont need to be a member of the shared mailbox to be able to send emails from the shared mailbox in Dynamics. You need to make sure that the email address is added to a queue and the shared mailbox related to the queue has been approved and enabled. All users that have permissions to the queue should be able to use that queue to send an email. The users need to manual change the from of the email to the shared queue. You can also build a js to do that automatically for all users on load of a new email form. Hope this helps,
      PS Adding users member to shared mailbox in exchange only gives them access to the mail in Outlook

  • @jeffreyjiang567
    @jeffreyjiang567 ปีที่แล้ว

    I guess the automatic record and routing need the license to get, right? I use a trial free, I can not find them.

    • @ska-dooshpanda
      @ska-dooshpanda  ปีที่แล้ว

      you should be able to find them under case settings … it doesnt require a license

  • @DhruvKhurana-j6i
    @DhruvKhurana-j6i ปีที่แล้ว

    @Skadoosh I need your help please, I can't find "Use Service Management in Customer Service Hub" Under Miscellaneous at Customer Service admin center. Maybe because of update they have changed it, Can you please help me out? btw I love all you videos. Thank you for all your hardwork.

    • @DhruvKhurana-j6i
      @DhruvKhurana-j6i ปีที่แล้ว

      Please help bro

    • @ska-dooshpanda
      @ska-dooshpanda  ปีที่แล้ว +1

      sorry buddy for the delay. it should be under case settings

  • @davidwithers7181
    @davidwithers7181 9 หลายเดือนก่อน +1

    Have you figured out how to reply from the shared mailbox?

    • @ska-dooshpanda
      @ska-dooshpanda  9 หลายเดือนก่อน

      yeah. What would you live to achieve ?

  • @chris5er396
    @chris5er396 ปีที่แล้ว

    When I receive a chat request via omnichannel, how can I set up an auto case creation once an agent accepts the chat in the workspace?

    • @ska-dooshpanda
      @ska-dooshpanda  ปีที่แล้ว +1

      Hey Chris. Apologies for the delay. With emails, it is possible but for chats you will have to build something power automate. Hope this answers your qurstion.

    • @QiqiZhao
      @QiqiZhao ปีที่แล้ว

      @@ska-dooshpanda Hi, can you provide some materials, such as blog tutorial regarding live-chat's case auto creation?

  • @yogireddyt6813
    @yogireddyt6813 11 หลายเดือนก่อน

    Unable to active mailbox in trail instance