Create a record for conversations

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.

When no records are linked to the conversation in Omnichannel for Customer Service, you can create a record. You can create a record in one of the following ways:

• Create a record from the Customer summary page
• Create a record using the Quick Create option
• Create a record using the New option

Create a record from the Customer summary page

In the Customer summary page and on the customer and case forms, you'll see an option to create a new record. When you select the New option, a corresponding form opens in a new tab. You can fill in the details and save the record, and the record is auto-linked to the conversation.

To create a record from the Customer summary page:

1. Select an option in the Customer or Case section based on the record you want to create. After you select the option, a form opens in an application tab panel.

   Option	Section	Description
   New Account	Customer	Select this option to create a new account record
   New Contact	Customer	Select this option to create a new contact record
   New Case	Case	Select this option to create a new case record

   

2. Specify the details in the form fields.

3. Select Save.

   

After you save, the record is automatically linked to the conversation. when you switch to the Customer summary page, you can view the auto-linked record.

If you create the account or contact first and then start to create a case record, the case form shows the linked customer name in the Customer field.

Create a record using the Quick Create option

Use the quick create (+) option in the nav bar to create a record. After creating the record, you must manually search and link the record to the conversation.

To create a record

1. Select the + icon to create a record.

2. Select a record type from the list:
   

• Case

• Contact

• Account

  

3. In the left pane, you can see a new record page. Specify the details in the form.

4. Select Save and Close to save the changes and close the form.

After you save the changes, you can link the record to the conversation. To learn more, see Search and link a record to the conversation

Create a record using the New option

In the Customer summary page, when you are trying to search a record in customer or case section, after you type few characters to search, you can use the inline New button to create a record. After you select the button, the Quick Create pane of the record appears.

1. Type to search in the search box. The records appear as a list that matches your search criteria.

2. Select New below the list of records. The Quick Create pane appears.

   

3. Fill in the form and select Save and Close. The Quick Create pane closes and the Customer summary page refreshes. The record you created is auto-linked in the customer or case section.

   

See also

• Search, link, and unlink a record
• View customer summary and know everything about customers
• View conversation and session activity types in the model-driven apps
• View customer summary for an incoming conversation request