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.
In this blog I will show step by step instructions on how to share canvas app with Guest Users. Guest users can use their own Power Apps per User license to access a Canvas App in another tenant as a guest. Login to https://portal.office.com Navigate to Admin->Users->Guest Users Click on Add a Guest User The url redirects to New… Continue reading How to Share Canvas App with Guest Users?
In this blog, I will describe on how to use power automate to extract tweet details from Twitter page. To start with, Login to https://make.powerapps.com. Navigate to Flows and create an automated cloud flow. Let us use the trigger When a Tweet is posted. Click on Add Connection and set the Twitter Account details which… Continue reading Get Tweet User details from Twitter using Power Automate
In this blog , I will describe how to use environment variables to pass data sources in power automate flows. Environment variables help us in a great way to reduce the manual association of data sources in each environment. Login to https://make.powerapps.com Navigate to Solutions -> Add New->More->Environment variables Create an environment variable for Site . Choose… Continue reading Power Automate – Data sources using Environment Variables
In this blog, I will detail the steps on how to change the custom themes and logo in PoweApps. Login to https://portal.office.com Navigate to Settings->Org Settings. Click on Organization Profile Tab and navigate to custom themes. Click on Default Theme. Enable the settings – Prevent Users from overriding their theme. Click on Save. Navigate to… Continue reading How to add custom themes and logo in PowerApps/Dataverse/MSCRM
Login to https://make.powerapps.com Choose the environment. click on Flows. Choose the Instant Cloud Flow -> create a name and choose the PowerApps (V2) Trigger. Add a Step and choose PowerApps as admin ->Get Apps as Admin To know the Environment ID in Environment Name field , Click on Settings ->Session details->PowerApp Session Details ->Copy the… Continue reading Microsoft Data verse – Create Data in Data verse from Excel using Power automate
Login to Make.powerapps.com Choose your environment Navigate to Dataverse->Tables-> New Table 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… Continue reading Microsoft Dataverse Basics #1 : Create Custom tables in Dataverse/MSCRM
Pre-Requisite: 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… Continue reading Configure WhatsApp channel in Omnichannel for Customer Service
Logon to portal.office.com 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… Continue reading Add Custom Domain in Dynamics 365 Customer Voice Survey
Open https://customervoice.microsoft.com/ Click on All Projects ->New Project Choose Blank template-?Create a Survey from Scratch and click on next Choose the environment in which you want to create your project by choosing see all environments Click on Create. A blank survey page appears.
Pre-Requisite: Please go through my post on Enable Omni Channel for customer service. To set up SMS Channel, logon to Omnichannel Admin Center App as a Omni Channel Admin. Navigate to Channels and choose SMS. Copy the Account SID and Auth Token from the Twilio Account. Update the Provider information in Omnichannel App and click… Continue reading Configure SMS Channel for Omnichannel
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