Microsoft Dynamics 365 Customer Service allows organizations to manage customer interactions efficiently. One of its key features is Voice Workstream, which enables voice-based customer support through Dynamics 365 Customer Service Voice Channel. If you need to add a phone number to your Voice Workstream, follow this step-by-step guide.
Step 1: Access the Customer Service Admin Center
- Sign in to Microsoft Dynamics 365.
- Navigate to the Customer Service Admin Center.
- In the left-hand menu, go to Workstreams under Customer Service Voice.
Step 2: Create or Select a Voice Workstream
- Click on New workstream if you don’t have one set up.
- Choose Voice as the type of workstream.
- If you already have a voice workstream, select it from the list.
Step 3: Add a Phone Number
- Inside the Voice Workstream, go to the Numbers section.
- Click Add phone number.
- Choose one of the following options:
- Use an existing number: If your organization has a number already provisioned, select it.
- Get a new number: If you need a new number, click Get a number, select the country/region, and choose the available number from Microsoft.
Step 4: Assign a Queue and Routing Rules
- After adding the number, assign it to a Queue.
- Define the Routing Rules to ensure calls are directed to the right agents.
- Set up additional settings such as IVR (Interactive Voice Response) if needed.
Step 5: Save and Activate
- Review the settings.
- Click Save to apply the changes.
- Activate the workstream to start handling voice interactions with the new number.