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.
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.
Create app, which is automatically set to Dev Mode
Begin testing with your own assets, and compile the assets required for App Review
Submit for necessary permissions/features in App Review
After completing App Review, switch your app to “Live”
Configure a work Stream for Facebook channel.
Enable Rule set.
Associate Queue to which the messages need to be assigned.
Enable Work Distribution mode to push.
Set the Agent Status during which Agent can received the notification in Allowed Presence Section.
Configure Facebook page in omnichannel App:
Create a Facebook Page with Page ID defined in Facebook App.
Page Name should match the configuration in Facebook App.
Page Access Token in generated from Facebook App.
Associate Work Stream and Facebook Application(Channel).
In Omnichannel App, Configure the Facebook Application. Application Id is the Facebook App ID.
Associate the Facebook page created in above screen shot. System generates a callback Uri and Token ( verify Token in below screen shot)
The Callback Uri and Token from above step needs to be updated in Facebook App -> Web hooks section.
Configure Channel Integration Framework
To receive push notifications from Facebook page Channel Integration framework needs to be configured and associated to Omnichannel App.
Now all steps are configured successfully to exchange communication between Facebook and Omnichannel live chat. Below are the sample screens in Omnichannel App when Agent receives incoming notification.