Almanac

Consultant-focused KB for Microsoft Dynamics 365 Contact Center: implementation notes, gotchas, and configuration decisions beyond the official docs — across voice and digital channels, routing, agent and supervisor experience, Copilot & AI, workforce engagement, analytics, administration and security.

feature-quality-assurance-agent-dashboard.mdv1 · history
CurrentApplies to Standalone (Contact Center only)Updated 2 weeks agoSource Microsoft Learn

What it does

Historical analytics dashboard that shows supervisors how conversation quality is trending, using the scores the Quality Assurance Agent produces. It combines quality scores, quality dips and supervisor-notification data into KPI cards, trend charts and a per-representative breakdown.

Key facts

  • Reports on the last 60 days by default, across all channels, queues and representatives; filter by Duration, Channel, Queue and Customer Service representative
  • Three KPI cards: Avg. quality score (0–100), % with quality dips (conversations that dropped below the quality threshold), and Supervisor notifications sent
  • Charts: Quality score by indicator, Quality score / Threshold breach rate (toggle), and Quality score over time against the threshold
  • Per-representative table shows conversations evaluated, average quality score and threshold breaches
  • Depends on quality and coaching being configured for supervisors and representatives, and on historical analytics being enabled for the Quality Assurance Agent
  • Supports Edit dashboard, Bookmarks and Update bookmark to save custom views

When to use / skip

Turn it on wherever the Quality Assurance Agent is running and supervisors need a trend view rather than per-conversation scores. Skip if quality and coaching skills aren't configured — there's nothing to report on.

Configuration decisions

  • Enable historical analytics for the Quality Assurance Agent (done under the Omnichannel historical analytics reports) before pointing supervisors at the dashboard
  • Agree the quality threshold with the client, since the dip and breach metrics are all relative to it
  • Decide who gets supervisor notifications, as that count is one of the headline KPIs

Gotchas

  • The dashboard is only as useful as the quality threshold behind it. Set the threshold too low and the dip/breach metrics flatline; too high and everything looks like a breach. Tune it before supervisors start drawing conclusions.
  • Microsoft is explicit that this isn't to be used for employment decisions (compensation, seniority, rights) and shouldn't be used to infer emotional or psychological state. Make sure supervisors understand it's a coaching aid, not a performance-management scorecard.

Consultant notes

  • The enablement toggle lives under the Customer Service historical analytics reports, not on the agent itself — clients often expect a switch on the Quality Assurance Agent page and don't find one. Point them at the historical analytics admin page during setup.
  • Data is historical, not real-time, so set expectations in UAT: a change to the threshold or to coaching config won't show up immediately. It's a trend tool.
  • The responsible-AI wording matters in regulated or works-council environments. Raise the "not for employment decisions" and monitoring-notification points early, because they can affect whether the client is allowed to switch representative-level analytics on at all.

Worth revisiting after the next release wave, or if the KPI set or enablement path changes

Was this accurate?