When an agent logins to Omni-Channel for Customer service App he gets the below error and the agent status does not load.
There was a problem with your single sign-on account. Please sign out of all Microsoft Dynamics 365 apps and sign in again. If this continues, have your administrator contact Microsoft Support with client session ID.
In Azure AD, check if Security Defaults is turned on. If it is turned on, the agent should have the right authentication set up.
Set up right Authentication for Agent.
Alternatively switch off security defaults in Azure AD.
Enter the Display Name, Plural Name and Primary Field Name information.
Please check to enable Notes and Attachments.
Click on More settings to fill in Description, Table type, collaboration and Create and Update Settings.
Description : We can fill in the description about this table.
Table Type : We can choose to create the table as Activity table or Standard table.
Ownership : Ownership of the table can be at User/Teams level or Organization level.
Collaboration : We can enable Activities, feedback,Connections,Send Email, Enable SharePoint Document management setting, enable auto create teams option and queues for a table. Please note once queues are enabled , it cant be disabled.
Create and Update Settings : Enable Quick create forms, Duplicate Detection and change tracking settings for a table
Offline : Enable for Mobile phone and Dynamics 365 for outlook capabilities
Click on Create and the table gets created successfully.
Please go through my post on Enable Omni Channel for customer service. To set up WhatsApp Channel, logon to Omnichannel Admin Center App as a Omni Channel Admin. Navigate to Channels and choose WhatsApp.
Choose the provider – TeleSign or Twilio where you have activated the Phone Number to receive WhatsApp Chat. In this post I will demonstrate with Twilio account.
Login to Twilio Account and copy the Account ID and Token.
Copy the Account SID and Auth Token from the Twilio Account. Update the Provider information in Omnichannel App and click on next.
Add WhatsApp Numbers to this account to send messages.
Copy the callback URL from next step and update in the Twilio Account.
Return to Omni channel Admin center App and create a work stream for WhatsApp Channel.
Set up WhatsApp Channel within Workstream.
Choose the WhatsApp number configured from Twilio Account.
Set the Channel Operating hours in Behavior screen.
Set up the user behaviors.
Set up Routing Rule:
Review the Work Distribution setting. Enable Push Notification to yes and set the Agent capacity unit. Configure Skillset for Agent if we need to route the WhatsApp message based on Agent skill set.
Create a simple Rule Set and route the WhatsApp to right Queue.
Copy the Callback URL from Omnichannel App to Twilio Account.
Now test the connection by sending test messages to the Agent Mobile No configured in WhatsApp Workstream.
Navigate to Settings->Org Settings->Services->Dynamics 365 Customer Voice
Click on Add Domain ->Enter the Domain name and click on next
Make Sure you enter a valid domain name without any https:// or www:// prefix.
Click on next once entering the domain.
System displays CName, CName and TXT values. These values need to copied in DNS records of the domain.( NOTE: In my case domain is purchased from godaddy and I need to add the DNS records in GoDaddy site.
The name values entered in DNS Records in GoDaddy should not have the domain suffix for names. The value in DNS should be fpeurkey1_domainkey and fpeurkey2_domainkey instead of fpeurkey1_domainkey.devisdemo.com and fpeurkey2_domainkey.devisdemo.com
Once the values are added in DNS Records, in portal.office.com screen click on Verify.
The records will be verified successfully and we need to enter the email address in the custom domain.
Once the domain is successfully verified, add the Distribution members email address in the below screen. These email ids associated here should have a valid mailbox configured for their ids.
The Approved User should be a global admin or Customer Voice licensed User.