The Adherence History Report provides a complete view of customer service representatives’ historical adherence to scheduled tasks and activities. It helps supervisors analyze patterns, identify gaps, and improve workforce efficiency.
Key capabilities
Trend chart: Visualize adherence patterns for individual service representatives or the entire team over time.
Metrics dashboard: Track adherence percentage, total scheduled time, and time spent out of adherence.
Activity summary view: Access detailed activity records for each service representative, including precise durations for granular analysis.
You can find the Adherence History Report in the Copilot Service workspace by navigating to Workforce Management in the site map and selecting Adherence Historical Analytics.
Business Value:
Organizations can gain actionable insights into customer service representative adherence behavior over time. By analyzing trends and deviations, supervisors can make informed decisions to optimize workforce planning, reduce inefficiencies, and improve service-level compliance. Using these insights helps lead to better resource allocation, higher productivity, and an enhanced customer experience.
Enabled for:
Enabled by admins/makers/marketers for end users
More info: https://learn.microsoft.com/en-us/dynamics365/contact-center/use/workforce-management-use-adherence-history-report?context=/dynamics365/context/customer-service-use-context
GA date: June CY2026