CRM Beans

How to set up Omnichannel for Customer Service?

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To set up an omnichannel for customer service, navigate to the power platform admin center. Choose the environment.

In the left pane, expand Resources and select Dynamics 365 apps.

Select omnichannel for customer service

On the Dynamics 365 apps page, select the ellipsis for More application actions next to Omnichannel for Customer Service, then select Manage.

Manage omnichannel for customer service

Select OK.

Select the Consent on behalf of your organization checkbox.

omnichannel for customer service Permission requested

On the Manage Omnichannel Instances page, select Add Environment to add an environment. Omnichannel is set up for the organization environment that you add here.

Create omnichannel for customer service environment

Select the environment from the dropdown list and follow the instructions to enable multiple channels.

Omnichannel setup

Chat: To enable chat, set Add chat? to yes and click next.

Enable Voice

Enable SMS

Add Social

Add Microsoft Teams

On the Confirmation page, verify your selections, and then select Finish to provision Omnichannel for Customer Service in your organization.

The setup can take several hours (2-3 hours).

After the setup is complete, the selected channels will be enabled in the environment.

Omnichannel for customer service installed

Provide the Omnichannel access roles to the user.

Omnichannel for customer service user roles

Turn on Apps in Power apps

Omnichannel apps are installed but it is not turned on by default. It has to be turned on.

Turn on Omnichannel for customer service app

Read: How to create an access team in D365?