Notification template in Omnichannel Voice (Dynamics 365 Customer Service)


Below is the default notification the agent receives on incoming conversations/calls.

It is defined through the below out-of-the-box template.

Property

Description

Title

To define the title.

Icon

To define the icon.

Show Timeout

Yes / No – to hide/show the timer (timer still runs in the background)

Time (seconds)

For the Phone Call / Voice workstream the maximum value = is 150 seconds.

Auto-assign work items

Auto-assign incoming work item

Accept Button

Specify the text of the Accept Button

Reject Button

To hide or show the button

Show desktop notification

Never / When the app is in the background

Notification Fields

Specify fields to be shown in the notification using Slugs.

To make changes in the notification, we need to create a new notification template as we cannot update the box notification template.

Navigate to Agent Experience >> Workspaces >> Notification Templates (Manage)


Here we will create a new notification template to be used in place of Voice call – incoming authenticated – default template

For our custom template, we have made the following changes –

Increased the timeout value, and changed the text for Accept and Reject buttons.

Added notification fields and enabled Desktop notification.

Let us update one of our workstreams to use this custom notification template.

Navigate to Customer Support >> Workstreams – Open the workstream and open the Advanced Settings and update the Incoming Authenticated template in the Agent notifications section.

We can see the changes reflected in the Notification.

And also in the desktop notification –

 

 

 

 

Get all the details here-

https://neilparkhurst.com/2020/06/29/omnichannel-for-customer-service-notifications/

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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