Dynamics 365, Dynamics 365 Omni-Channel

Enable Omnichannel for Customer Service

Pre-Requisites:

  • An active subscription of Chat for Dynamics 365 Customer Service or Dynamics 365 Digital Messaging.
  • Ensure that the prerequisites mentioned in the system requirements are set up.
  • Global Tenant Admin and Dynamics 365 System Admin permissions for your organization.
Enable Trial
Enable licenses for Trial User to access Omnichannel

Provide data access consent :

 Use the following steps to allow Omni channel for Customer Service to read and write data on behalf of users:
  1. Go to Data access consent URL. For Government Community Cloud (GCC), use the GCC data access consent URL.
  2. Sign in using Global Tenant Admin credentials.
  3. Select the Consent on behalf of your organization check box.
  4. Select Accept to grant data access consent.

Set up Omni channel for Customer Service:

  • In Power Platform Admin Center, on the Environments page, select the environment in which Omni channel for Customer Service needs to be set up.
  • In the left pane, expand Resources, and select Dynamics 365 apps.
  • On the Dynamics 365 apps page, select more commands beside Omni channel for Customer Service, and then select Manage.
  • On the Manage Omnichannel for Customer Service message, select OK. The Dynamics 365 Administration Center | Omnichannel page is displayed on a new tab.
  • On the Manage Omnichannel Instances page, select Add Org to add an organization. Omnichannel is set up on the organization environment that you add here.
Enable Omnichannel for Customer Service from office 365
Provision Omnichannel
Omnichannel Installation Complete

Dynamics 365 Customer Voice

About Me!

I am Devikumari Krishna, a Solution Architect with 15+ years of experience in various phases of software Development lifecycle. Proficient in analyzing and translating business requirements to technical requirements and architecture.

Being a Dynamics 365 and Power platform expert, I have experience in Sales, Customer Service, Field Service, Marketing, CRM Dynamic Portals, and CRM Integration with Azure, Power Automation Flow, and Data Verse.

In my Blog

  • I will target to give my learning and implementation experience as step by step instructions for others to follow.
  • I will make sure the information is crisp and useful for Dynamics 365 technologists.
  • I will target to cover Power Apps, Dynamics 365, Azure and Data Verse in my blog.