![]() ![]() In your instance, log on to Customer Service Hub as an administrator, and create an account.Perform the steps outlined in this section to update the default account.ĭo not modify or update the default account that is available out of the box with the app instead, deactivate the out-of-the-box account, and configure a new account and set it as the default. You can update the default account that appears for employees when they are creating a case. To learn about granting the role, see Assign a security role to a user. Grant the Customer Service Team Member role to the users who will access the app.Select the terms of service, and then select Install.In the Install Customer Service Team Member panel, select an environment from the list.On the apps list page, select the ellipses beside Customer Service Team Member, and select Install.In the site map, expand Resources, and select Dynamics 365 apps.As an administrator, sign in to Power Platform administration center.The Customer Service Team Member app must be manually installed in your instance and the Customer Service Team Member role assigned to the users before they can access it. They can also search the knowledge base for solutions pertaining to their problems. Employees can create cases for their problems, such as laptop issues, HR queries, and administrative needs, and interact with agents through the commenting feature. ![]() With the entry-level Team Member license, you can now address self-service support scenarios for your employees using the new Customer Service Team Member app module. ![]()
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