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Cafex and Dynamics 365

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Posted on by Sumaira Noor

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Hello Experts,

I followed this link to set up cafex on my dynamics 365

https://docs.microsoft.com/en-us/archive/blogs/lystavlen/live-assist-for-dynamics-365-first-look

I'm unable to see the chat window or button on the portal i created, this is the only problem I'm facing

I'm struggling from quite long

Kindly guide,

Best Regards,

Sumaira Noor

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LeoAlt 16,331 Moderator on at

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Hi partner,

After you installed the cafex successfully ,please follow my steps:

1.Login the cafex admin center from the email you received.

https://admin.na1.liveassistfor365.com/portal/.

2.Go to Get Started-> Chat ->Copy and the html code will be copy to your clipboard.

3.In D365, go to Portals->Content Snippets->Chat Widget Code, and copy the html to value.

Save and go back to D365 portal. The chat window will appear here.

You could also refer to the steps provided by Live Assist Cafex.

https://support.liveassistfor365.com/hc/en-us/articles/360006114294-Embedding-chat-in-the-Customer-Portal

Regards,

Leo

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Sumaira Noor 1,085 on at

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Thanks for the response Leo

I followed it

The chat Window did not appear

Kindly guide

Best regards

Sumaira Noor

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LeoAlt 16,331 Moderator on at

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Hi partner,

Could you please share your steps or content snippets?

Regards,

Leo

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Sumaira Noor 1,085 on at

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Each time i try to set up, i get the below error Leo

Best regards

Sumaira Noor

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LeoAlt 16,331 Moderator on at

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Hi partner,

Did you use D365 administrator to login the cafex admin center?

Regards,

Leo

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Sumaira Noor 1,085 on at

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Thanks for the response Leo

Yes i used my D365 credentials, but still it is displaying that error

Best regards

Sumaira

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Paul Brennan 10 on at

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Hi Sumaira,

Good day! I'd like to know if you are still experiencing this error?

Thank you.

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