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Omnichannel for Customer Service On Dynamics 365 Trial

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Posted on by Jeevan Kumar Balija

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Hi,

Is there a way to setup and play with Omnichannel engagement hub on the Dynamics 365 trial system?

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Omnichannel

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Johnny Gong 6,482 Moderator on at

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Hi Jeevan,

I am sorry while there's already existing published Licensing Pre-requisites of Omnichannel for Customer Service in DOC:

You can deploy Omnichannel for Customer Service solution over a Customer Engagement application and experience it through the following ways:

Unified Service Desk client application

Omnichannel for Customer Service app - Web experience on Dynamics 365 Unified Interface application.

Licensing

You must have an active subscription of Microsoft Dynamics 365 for Customer Service Enterprise or Customer Engagement Plan in your tenant for each Chat user.

Use of historical Supervisor reporting through Omnichannel Intraday Insights, Omnichannel Chat Insights, and Omnichannel Sentiment Insights Dashboards also requires Power BI Pro license or higher for each individual in a Supervisor role.

Hope the above info could help.

Regards

Johnny
Charles Li 5 on at

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Yes. it should be available on https://trials.dynamics.com/ over the next 4 weeks depending on the Geo.
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eykalman 1,106 Most Valuable Professional on at

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Hi Jeevan

It is indeed possible to set up and play with the Omnichannel for Dynamics 365 Engagement Hub in a trial environment.

I've gone through the process of how exactly to get this up and running on my blog (it's in several parts). Take a look at thecrm.ninja/.../.

Regards

EY
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Asif365 1,431 on at

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Hi Jeevan,

You must already have a paid license of Dynamics 365 Customer Service Enterprise in your tenant that was purchased directly through the Microsoft 365 admin center (that is, Web Direct), otherwise the Chat and Digital Messaging options won't be visible.

and then you can start a 30-day trial of Chat or Digital Messaging with 25 user licenses.

After signing up for a trial, you must assign licenses of Chat or Digital Messaging to the users who need to engage with customers and provide support via Omnichannel for Customer Service. This can be done by selecting one or more active users and editing their product licenses.

Please have a look at this :

docs.microsoft.com/.../try-channels

Please see this MS Ignite session for details and demo.

www.youtube.com/watch
ashish12 3,079 on at

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docs.microsoft.com/.../try-channels
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eykalman 1,106 Most Valuable Professional on at

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Hi Canada365Guy

FYI your URL doesn't seem to be working - I believe it's supposed to be docs.microsoft.com/.../try-channels
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H V 351 on at

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Hi,

Please go through below steps to integrate OmniChannel:

Prerequisites:

You must have an existing tenant.

You must have an existing organizational account with the global administrator role to enable the trial.

Step 1: Get a Dynamics 365 trial instance

Go to https://trials.dynamics.com/Dynamics365/Signup/service.

Select Customer Service.

Step 2: Get a Power BI (free) subscription

Sign In to https://admin.microsoft.com/Adminportal/Home#/homepage

Go to Billing> Purchase services.

Search for Power BI (free) and complete the purchase of Power BI (free) subscription.

Step 3: Enable Chat, SMS, and Facebook channels in your organization

In Dynamics 365 Administration Center, go to the Applicationstab using https://port.crm.dynamics.com/G/Applications/Index.aspx

select the Omnichannel for Customer Serviceapplication and select Manage

For More details, Review this url.
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A Verma 55 on at

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Please follow the below steps for exploring about Omnichannel:

learningrefresh.home.blog/.../

learningrefresh.home.blog/.../
eve_sa 5 on at

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Hola! He realizado los pasos hasta el número 3 pero al momento de querer elegir la aplicación desde las aplicaciones no me sale esa opcion, sabes si esta disponible para cualquier pais (soy de México) o existen razones por las cuales no pueda verla?

Mil gracias :)