Step 3: Create an action call to display the notification
Omnichannel for Customer Service offers a suite of capabilities that extend the power of Dynamics 365 Customer Service Enterprise to enable organizations to instantly connect and engage with their customers across digital messaging channels. An additional license is required to access Omnichannel for Customer Service. For more information, see the Dynamics 365 Customer Service pricing overview and Dynamics 365 Customer Service pricing plan pages.
Prerequisites
You must have required Dynamics 365 Customer Service permissions to configure Unified Service Desk and access the required Dynamics 365 Customer Service entities. More information: Access management in Unified Service Desk
You must have completed Create agent and supervisor configurations in Unified Service Desk, Step 1: Create forms to define notification layout, and Step 2: Create Omnichannel Toast Notification hosted control. The configurations that you completed are required for this topic.
You must be familiar with the following concepts in Unified Service Desk:
These three types of hosted controls: Connection Manager, Global Manager, and Panel Layout. More information: Hosted control types, action, and event reference in Unified Service Desk
Filter access using Unified Service Desk. More information: Manage access using Unified Service Desk configuration
Create action calls
Sign in to the Dynamics 365 instance.
Select the Down arrow next to Dynamics 365.
Select Unified Service Desk Administrator.
Select Action Calls and select + New.
On the page for the new action call, specify the following details.
Tab | Field | Value |
---|---|---|
General | Name | Show Session Assignment Toast Notification |
General | Order | 10 |
General | Hosted Control | Omnichannel Toast Notification |
General | Action | Show |
General | Data | formname=ToastNotification top=85 left=82 timeout=7 stack=true stackHeight=56 placementmode=absolute ToastNotificationText=[[$Resources.SessionAssignmentToastNotification]+] NotificationIcon=new_omni_toast_tick_icon |
Advanced | Condition | [[$GlobalDictionary.CurrentSessionCount]+] >= [[$Global.maxNumberOfSessions]+] && '[[CanActivateSession]+]' != 'True' |
Save the action call.
Repeat steps 4 through 6 to create the following additional action calls.
Show Session Error Toast Notification
Tab | Field | Value |
---|---|---|
General | Name | Show Session Error Toast Notification |
General | Order | 10 |
General | Hosted Control | Omnichannel Toast Notification |
General | Action | Show |
General | Data | formname=ToastNotification top=85 left=82 timeout=7 stack=true stackHeight=56 placementmode=absolute ToastNotificationText=To open this incoming conversation in a session, close an existing session. NotificationIcon=new_omni_toast_error_icon |
Advanced | Condition | [[$GlobalDictionary.CurrentSessionCount]+] >= [[$Global.maxNumberOfSessions]+] && '[[CanActivateSession]+]' != 'True' |
See also
- Configure toast notification in Unified Service Desk
- Step 1: Create forms to define layout and behavior of the notification
- Step 2: Create Omnichannel Toast Notification-related hosted control
- Step 5: Add the hosted control, events, and action calls to the agent and supervisor configurations
- Configure alert notification in Unified Service Desk