Agent experience

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy). For detailed information about our products, visit the Customer Engagement documentation.

Agents are able to serve customers across all channels from a consistent, easy-to-learn interface. By providing a consistent experience regardless of the support channel, service organizations are able to maximize agent productivity as well as reduce training needs. The ability to handle multiple sessions simultaneously while preserving customer context allows agents to resolve issues faster and meet the KPI goals of the organization.

Key capabilities for agent experiences include:

  • Rich multisession experiences for enhanced agent productivity delivered using Unified Service Desk.
  • Contextual 360-degree view of customer.
  • Contextual view of the current issue.
  • Recent interactions with the customer.
  • Presence control for efficiently managing work distribution.
  • Screen-pops and notifications.
  • Search, preview, and sharing of relevant knowledge articles within the context of a session.