Unified Service Desk (USD) for Microsoft Dynamics 365 provides a configurable framework for quickly building applications for call centers so that agents can get a unified view of the customer data stored in Microsoft Dynamics 365. This webinar presents business application of Machine Learning to enhance Microsoft 365 Unified Service Desk and build a smarter USD solution.
2. TODAY’S
AGENDA
Dynamics 365 for Customer Service
Unified Service Desk
Customer Service Hub
Microsoft AI Platform
Knowledge articles suggestion
Similar help desk cases
Related document recommendation
4. Dynamics 365 for Customer Service
Entities: Cases, Queues, Knowledge Articles
Collaterals: Articles, Contracts, Products, Services
Goals: Goal, Goal Metric, Rollup Queries
Service
Customer Service
Hub
Unified Service
Desk
5. Customer Service Hub
Dashboards
Activities: Email, Task, Appointment, Phone Call, Social Activity
Accounts and Contacts
Social Profiles
Cases and Queues of Cases
Knowledge Articles
6. Unified Service Desk
Windows desktop application
Container for a special “Dynamics 365 USD” solution
• No coding required
UII Framework for system integration at UI level
• Some (ehm…) coding required
13. AI-powered Customer Service
Dynamics 365 integrates with Cognitive Services to provide AI
capability to Customer Service.
Use the Text Analytics API to detect key phrases, topics, and
language from text.
• Automatically suggest knowledge articles
• Suggest similar cases for a case
• Enable document suggestions to recommend related documents
14. Disclaimer
Cognitive Services integration is only available in the United
States.
It is in Preview mode and not available in the Government
Cloud.
Preview features are not meant for production use.
Microsoft does not provide support for preview features.
17. Text Analytics Service
Detect sentiment, key phrases, topics, and language.
Keyword matching for related documents, similar cases, and
knowledge article suggestions.
Settings > Administration > System Settings > Previews
18. Similar record suggestions
Setup a record-matching rule
Source Entity: Entity for which similar records are suggested
Field: Field to use in creating a text search rule
Criteria: Exact Match | Text Match
Settings > Data Management > Similar Records Suggestions Settings
20. Related document recommendation
Text Analytics not required
Built-in keyword matching logic
Searches other like-entities to determine similarities found in
documents
SharePoint site, OneDrive, or external location
Text Analytics recommended when using an external site