Customer Service Hub for Dynamics 365 is a Dynamics 365 version 9.0+ upgrade of the Interactive Service Hub. The new Customer Service Hub is built on the Unified Interface for Dynamics 365 that is designed to provide a consistent experience across devices such as browsers, tablets and phones.
To select the CSH, in your organization click on Dynamics 365 and then All Apps:
Then select Customer Service Hub:
Alternatively, from https://home.dynamics.com select Customer Service Hub:
This will open the Customer Service Hub:
The left menu displays:
- Dashboards
- Activities: Email, Task, Appointment, Phone Call, Social Activity
- Accounts
- Contacts
- Social Profiles
- Cases
- Queues
- Knowledge Articles
Expanding the menu, you will see:
Opening a case we can see the business process flow (process bar):
Customer Service Hub can also be accessed through the Dynamics 365 mobile app. To do this, open the mobile app. You will see an option for CSH:
You will see:
Select to view a case:
Click to open the menu:
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