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Which feature in Dynamics 365 Customer Service is used to help guide customer service representatives through a case lifecycle from beginning to end?

User CeejeeB
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Final answer:

In Dynamics 365 Customer Service, the 'Guided Processes' or 'Business Process Flows' feature helps guide customer service representatives through the various stages and steps of a case lifecycle, ensuring consistency and efficiency in case resolution.

Step-by-step explanation:

The feature in Dynamics 365 Customer Service used to guide customer service representatives through a case lifecycle from beginning to end is known as the Guided Processes or Business Process Flows. These processes assist representatives by providing a streamlined interface that presents the stages and steps that need to be completed in order to resolve a case. Each stage contains a set of steps, which are essentially fields that need to be filled in or actions that need to be taken. This tool ensures that all customer service representatives follow consistent practices and procedures, leading to more efficient case resolution and a higher standard of customer service.

The use of Guided Processes can be particularly beneficial for complex cases, where multiple tasks or stages may need to be coordinated. It helps in maintaining a standardized approach and provides visual indicators for completion, helping representatives to understand exactly what is required at each stage of the case.

User Dlrust
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