A walkthrough of the Customer Service Hub

In Dynamics 365, we can configure the record types that we want to appear in the Customer Service Hub. By default, the following entities are configured for an interactive experience:

• Account
• Contact
• Case
• Activities, including emails, tasks, appointments, phone calls, and social activities
• Queues
• Dashboards
• Social Profiles
• Knowledge Article

The navigation bars in Customer Service Hub are very similar to those of Dynamics 365, but additional improvements such as the faster loading of screens are benefits not found in the traditional CRM user interface. The following screenshot shows the UI of Accounts:

This is what the list of the Active Accounts of a user looks like:

This is what the list of all the Active Accounts looks like:

Let's see how to view all of the account records. Click on the record to view more details: