Citizen Developer
explore our new search
D365 CS: Spice up your case forms with new controls!
Dynamics 365
Jun 5, 2023 12:00 PM

D365 CS: Spice up your case forms with new controls!

by HubSite 365 about Dian Taylor - [MVP] (Dynamics 365 Talk)

Microsoft MVP | Dynamics 365 CE Presales Engineer - Director at RSM US LLP | LinkedIn Learning Author

Citizen DeveloperDynamics 365Learning Selection

If you read last weeks article, where I talked about the new 360 customer component which came out as part of 2023 release wave 1. I also talked about how you c

More about D365 CS: Spice up your case forms with new controls!

In last week's article, the author discussed the new 360 customer component as part of the 2023 release wave 1, which works with cases in Dynamics 365 customer service. This week, the author expands on those configurations by introducing a new component, the recent cases control. This control allows related cases to be viewed on a form in a more aesthetically pleasing manner than before. 
The article provides detailed instructions for adding the recent records control to customer 360 forms, previously covered in the last article. It offers an elaborate guide to navigate the site, add the control to the customer 360 form for an account, configure the control, and filter related records.
The author also provides steps to showcase related customer data in a side pane that can be opened and closed as per the user's needs. This can help de-clutter the case form. Two options are presented: showing the side pane when a different customer is selected for a case or when a case form is opened. The author gives specific instructions to configure JavaScript triggers to show the side pane with customer details when the case form loads or when the customer field changes.
Lastly, the author expresses satisfaction with the new controls and their functionality with opportunities, hinting that they might be usable across all model-driven apps. The author encourages readers to continue tuning in for future posts.

In last week's article, I discussed the new 360 Customer Component that was released as part of the 2023 Release Wave 1 for Dynamics 365 Customer Service (D365 CS). This component can be used and configured with Cases in D365 CS, and is listed under the Microsoft Documentation for D365 CS. This component can help spice up case forms, providing an enhanced customer experience.

Product Overview

The 360 Customer Component is a part of the Dynamics 365 Customer Service offering. It is a customer engagement tool that provides a 360-degree view of customers and their interactions. This component can be used to create case forms that are tailored to a customer's needs, allowing for a more personalized and engaging experience. Additionally, the component can be used to provide insights into customer behavior and trends.

The 360 Customer Component also allows for a more streamlined customer journey. By allowing customers to quickly access relevant information and complete transactions, the component helps reduce customer wait time and improves customer satisfaction. This tool is also integrated with other Dynamics 365 applications, such as Sales and Customer Insights, allowing for a more seamless customer experience.

What Else Should I Learn?

In addition to the features already discussed, the 360 Customer Component also offers a variety of features to help create a more efficient case management process. For example, the component allows for the creation of custom case forms, with the ability to add fields, set required values, and add logic. This allows for a more customized experience for customers and can help streamline the case resolution process.

The component also has the ability to view and edit cases in bulk, which can save time and resources when dealing with multiple customer issues. Additionally, the component offers the ability to set up case automation, allowing for a more efficient workflow. Finally, the component also offers the ability to generate reports and dashboards to help track customer satisfaction and improve customer service.


More links on about D365 CS: Spice up your case forms with new controls!

D365 CS: Spice up your case forms with new controls!
23 hours ago — Click on the customer column in the form designer. The properties window for the field will open. Similar to when I configured the on load event ...
Guidelines for Environmental Infection Control in Health- ...
Guidelines for environmental infection control in health-care facilities. Recommendations from CDC and the Healthcare Infection Control Practices. Advisory ...241 pages
Wisconsin Child Support Program
The Child Support Online Services website and app provides information about your case 24/7/365; you can check your balances, view payments, select options to ...
Always open the default form in CRM on the case entity
Apr 2, 2015 — First of all: You are not using forms they are supposed to be used. Forms are role based and you are trying to use them for something else.
Acute Respiratory Infections in Children - Disease Control ...
Acute respiratory infections (ARIs) are classified as upper respiratory tract infections (URIs) or lower respiratory tract infections (LRIs). The upper ...
Computerworld - Sep 14, 1998 - Google Books Result
You wi be part of a team made up of the best in the fiel , working in a ... A BS in CS or M S, 5+ yrs exp in systems analysis, 5+ yrs omain exp, ...
The Cultivator & Country Gentleman
Peoria , at isa iers and to , New , Ind . der wil Barrett , Augusta , Ga ... to her best capacity as a milker . the pastures will gradually improve .