Microsoft is rolling out enhanced security features in Dynamics 365 Contact Center to help organizations securely handle high-trust customer interactions, such as payments and identity verification, while protecting sensitive data. The update introduces capabilities like Secure Consult & Transfer, enabling agents to involve external secure endpoints without exposing confidential information. This marks a strategic step toward compliant, friction-free service workflows for industries with strict privacy requirements.
Here’s what you need to know:
What is Secure Consult & Transfer?
Secure Consult & Transfer protects customer journeys by enabling agents to involve external secure endpoints in conversations — while maintaining strict privacy and compliance boundaries.
How the security works
Secure numbers are configured through specific contact settings. During runtime, the platform automatically enforces protections — no manual intervention required. These settings are flexible and can apply to consult, transfer, or both.
How consult and transfer works
Administrators can control recording and transcription during consult and transfer — choosing to follow workstream settings, stop recording while continuing transcription, or stop both. They can also configure whether customers are placed on hold or managed according to workstream rules during consult.
Why use it?
It protects sensitive customer data without disrupting workflows while enabling secure payment and identity verification scenarios with trusted endpoints. Compliance controls for recording and transcription are applied automatically and safely in real time.
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