Dynamics 365 Customer Service Adds Custom Tools to Streamline Agent Workflows

Microsoft has announced a new capability in Dynamics 365 Customer Service that lets organizations build and embed custom productivity tools directly into the agent workspace. This update empowers teams to create tailored, task-specific utilities that streamline operations, boost efficiency, and adapt to unique service processes—all without leaving the platform.

Here’s what makes it powerful:

  • Tailored for your operations

    Empower developers and admins to embed lightweight, task-specific tools directly into the agent experience.

  • Endless customization possibilities

    Create tools like a quick warranty calculator, guided onboarding scripts, SLA tracking mini-dashboards, or even custom schedulers.

  • Built with familiar tech

    Develop using HTML, JavaScript, and CSS, hosted in Dataverse, and easily surfaced in the productivity pane or session side panels.

  • Smart and efficient

    Enjoy context-aware rendering, two-way data flow with Web API calls, and lightweight deployment — no full app build required.

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