Manage application tab templates in Dynamics 365 Channel Integration Framework 2.0

Application tab templates provide the type of applications you want to open when a session is started. Each application type has a predefined set of parameters associated with it.

The horizontal bar below the model-driven app navigation bar is called the application tab panel. Every customer session has at least one application tab that cannot be closed; it is called Anchor Tab. That is, when a session is started, by default the system opens an application in the application tab panel. In addition, the system might open a few other applications by default based on the configuration.

Application tab panel

With application tab templates, you can define the applications that are available for a session and then associate those applications with the session.

For example, you can create the Dashboard application type and associate it with chat or SMS sessions. Now, when an agent accepts a notification from the chat or SMS channels, a session starts and by default the Customer summary page loads.

As an administrator, you can create multiple application tab templates.

Create or manage application tab templates

To create or manage an application tab template, go to the app profile manager. For more information, see Create application tab templates in the app profile manager documentation.

See also

App profile manager overview

Manage session templates

Manage notification templates

Use automation dictionary to pass data parameter keys

Associate templates with workstreams