This video demonstrates the process of using Session template in Microsoft Dynamics 365 Customer Service Omnichannel application.
⭐ Session Template is combination of Attributes and Application tab information that can be used.
⭐ Session Templates defines:
- The application to open as anchor tab
- Additional tabs that can be opened
- Default mode of communication panel
⭐ Session Template Type
- Entity
- Generic
⭐Every session has one application tab called as Anchor Tab
⭐Session Template has Agent scripts defined
⭐Session Template has anchor tabs defined
⭐User can configure which session template opens when a new session starts
⭐You can't edit a System session template
⭐Out of the box session templates
- Case entity session - default template
- Chat session - default
- Voice call session - default
- Custom messaging session - default
- Entity records session - default
- Facebook session - default
- LINE session - default
- SMS session - default
- Teams session - default
- Twitter session - default
- WeChat session - default
- WhatsApp session - default
Girish Uppal walks you through the creation of Session template in this video.
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27 окт 2023