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From the Microsoft Dynamics 365 CE/CRM blogs: Enable, configure service agent; Choosing an AI layer; Import email addresses; Customer Service implementation checklist

Editorial Team, MSDynamicsWorld.com

In this review of the latest from the Microsoft Dynamics 365 CE/CRM blogs: 

  • How to enable and configure service agent
  • Which AI layer should own the work in Dynamics 365 CE/CRM?
  • How to import a list of email addresseswhen they aren't real contacts
  • Customer Service implementation checklist

How to enable and configure service agent in D365

Writing on her blog, Dian Taylor noted that in a previous post, she covered the service agent in D365 Customer Service and its capabilities. 

In that post, Taylor explained what the service agent is and how it can help customer service teams work more efficiently. 

In this blog post, Taylor walked you through all the steps required to enable and configure the service agent. She also discussed the key settings you need to review and offered several tips to help make the setup process go smoothly. 

Native D365 agents, Copilot Cowork, or Copilot Studio: Which AI layer should own the work in Microsoft Dynamics 365 CE/CRM?

Writing on the New Dynamic blog, Travis South stated that an organization is full of AI-related process and functional enhancement requests. 

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