Enable agents to update skills

Omnichannel for Customer Service offers a suite of capabilities that extend the power of Dynamics 365 Customer Service Enterprise to enable organizations to instantly connect and engage with their customers across digital messaging channels. An additional license is required to access Omnichannel for Customer Service. For more information, see the Dynamics 365 Customer Service pricing overview and Dynamics 365 Customer Service pricing plan pages.

By default, skill-based routing is enabled. You can create skills to attach to agents and define proficiency levels by using a rating model. You can also enable your agents to add or remove skills for their assigned work items at runtime. To do this, you must enable the update skill control toggle in the Customer Service admin center or Omnichannel admin center app.

Note

By default, the skill control is available only for messaging channels. For the records channel, you'll need to customize the form to add the skill control. More information: Add a skill control for routed records

Prerequisite

To ensure that the skill control is loaded and displayed properly for the routed records, you must allow access to these websites.

Enable agents to update skills at runtime

1. In Dynamics 365, go to one of the apps, and perform the following steps.

   Customer Service admin center

   • In the site map, select User management in Customer support. The User management page appears.

   Omnichannel admin center (deprecated)

   Important

   Omnichannel admin center is deprecated. Use the Customer Service admin center app for admin tasks across Customer Service.

   • In the site map, select User attributes under Advanced settings.

   Customer Service Hub - Service Management (deprecated)

   Important

   The Service Management area in Customer Service Hub is deprecated. Use the Customer Service admin center app for admin tasks across Customer Service.

   • Go to the Service Management site map, and select User attributes in Unified routing.

2. Select Manage for Skill-based routing.

3. On the Skill based routing tab, set the Enable update skill control toggle to Yes.

By enabling your agents to evaluate and update skills required for their work items, you make use of your agents' experience to identify the actual skills that are required for the work items. These skills are also used in training the skill finder model. Accurate data on skills improves the model accuracy and prediction. More information: Retrain skill finder model

See also

Overview of skill-based routing
Set up skills and assign agents