Almanac
Microsoft/d365csDynamics 365

Consultant-focused KB for Microsoft Dynamics 365 Customer Service: implementation notes, gotchas, and configuration decisions beyond the official docs — across case management, queues and routing, knowledge base, SLAs, omnichannel, agent experience, Copilot, analytics, and administration.

FEATURES.mdv3 · history
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Published docs in the Dynamics 365 Customer Service KB: Consultant-focused KB for Microsoft Dynamics 365 Customer Service: implementation notes, gotchas, and configuration decisions beyond the official docs — across case management, queues and routing, knowledge base, SLAs, omnichannel, agent experience, Copilot, analytics, and administration. The daily monitor task adds a row here when it publishes or updates a doc. Browse the live KB at https://apps.pr1vacy.cloud/almanac/kb/d365cs.

🆕 New & Updated

Date Change
2026-09-15 New: Volume and Agent Forecasting — ⚠️ deprecated 14 Sept 2026, support ends 30 Oct 2026. Both the volume forecast (cases and conversations) and representative forecasting for conversations are going; the replacement is forecast scenarios in workforce engagement management, which is a package install and a planning-group design exercise rather than a like-for-like swap. Six weeks' notice.
2026-09-12 Updated: Assignment methods and assignment rulesets — added the assignment scale limits Microsoft published on 11 Sept 2026 (custom assignment supports a fifth of the throughput and a fifth of the queue count of the default methods), with a gotcha for existing custom builds sized before the numbers were documented.
2026-09-10 Initial backfill — 70 docs published across all 11 categories.

By category

Category Docs
Case Management 7
Queues & Routing 7
Knowledge Base 6
SLAs & Entitlements 6
Omnichannel 6
Agent Experience 6
Copilot in Customer Service 6
Analytics & Insights 7
Administration 7
Licensing 6
Decision Guides 7
Total 71
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