The Customer 360 Control for Dynamics 365 Customer Service is an innovative feature that improves the customer experience by providing a comprehensive view of customer information directly on the Case form. With Customer 360, users can efficiently access and manage customer details, improving overall productivity and customer satisfaction.
Keep in mind that the Customer 360 control must be added to a main form and that the control must first be added to an Account or Case form, then added to the Case form. By having this control readily available, customer details can be accessed quickly, saving time and effort.
Administrators can configure which fields to show, tailoring the information displayed based on the company’s requirements. This flexibility ensures that only relevant customer details are visible, providing a focused view for increased efficiency.
By viewing the Customer 360 control, users can update customer information directly from the case record, eliminating the need to switch between multiple screens or applications. This simplified process enhances productivity and ensures that customer data remains up-to-date.
The Customer 360 control retrieves and displays information associated with the Account or Contact that is selected in the “Customer” field, providing a comprehensive view of their details. This dynamic approach ensures that users have access to accurate and relevant customer information, enabling them to make informed decisions and provide personalized customer service.
In conclusion, Customer 360 for Dynamics 365 Customer Service is a welcome addition that enhances the customer experience.
