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Setting up a Demo for a client in the banking sector

Posted on by 5

Hi Community!

I need your expertise. For context, I come from a Power Platform background focused on Canvas Apps, Power Automate and Power BI, so my knowledge of Dynamics is only superficial.

I need to set up a demo for a client in the banking sector:

The idea is to showcase the ability to live chat, automatic e-mail messaging and the Omnichannel for a B2B client (external). I'm familiar with CDX, but I'm not sure how to create a trial environment that fulfills these requirements and allows me to show the customer perspective in the process.

Thanks in advance! 

  • Suggested answer
    Toheeb Profile Picture
    Toheeb 20 on at
    RE: Setting up a Demo for a client in the banking sector

    Hello,

    You can use this Microsoft doc to set up your trial environment. https://docs.microsoft.com/en-us/dynamics365/customer-service/try-channels.

    You also need to install Omnichannel for customer service  https://docs.microsoft.com/en-us/dynamics365/customer-service/omnichannel-provision-license. You also need to provision digital messaging add ons

  • Suggested answer
    JMaye2 Profile Picture
    JMaye2 57 on at
    RE: Setting up a Demo for a client in the banking sector

    You're a lot further along than I was when I was volun-told to standup Dynamics 365 for company.  A few of the things I did was I watched the Linked and Youtube series of Dian Taylor- www.youtube.com/.../UCMWmSKm_99JYbUIQGL1E-yA.

    You will need Teams to perform the live chat (it looks like) I have not set that up.

    I also stumbled upon a few great experts in this field Thomas Sandsør - crmkeeper.com/.../ and Peter Ramer www.youtube.com/.../UCGH-qYVwp2AtQlOFFA3aDnA .

    All of these are great resources to consume.  I hope this helps.

    Respecfully,

    JMaye2

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Setting up a Demo for a client in the banking sector

    Hey!

    this is going to depend on how you want to work with the customer.  You can start by creating a Trial (meaning users will have a random domain) but in this scenario, B2B won't be possible.  If you have a tenant already, then you can provision a 30 day trial environment with customer Service, Purchase Digital Messaging AddOn (in order to enable Omnichannel).  Because it will be on  your tenant, you can also configure the Email part.

    Regards

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