Helping Hand Questions for PL-600

Graphical user interface, text, application, email Description automatically generated

Microsoft Dynamics 365 Customer Service is a module for customer service automation that streamlines case and knowledge management, enables personalized customer service with a 360-degree customer view, and provides visibility into customer service department performance with dashboards and reports.

Business process flows provide a guide for people to get work done. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind.

Use business process flows to define a set of steps for people to follow to take them to a desired outcome.

With business processes flows available as an entity, you can now use advanced finds, views, charts, and dashboards sourced from business process flow data for a given entity, such as a lead or opportunity.

Scenario:

• Agents need a solution to replace paper reservation checklists.
• Agents need dashboards to show a current count of all reservations on the entity.
• Agents need a way to track reservation issues.
• Agents need a visual indicator in the interface to determine the reservation step to provide a seamless customer experience.