START A TRIAL

Important. Please, be sure that you have Dynamics 365 for Customer Engagement apps version 9.1.0000.3653 or higher.

Follow these steps to start a trial version of the Portal Chat:

Login to https://portal.office.com/ as a global administrator
Go to Billing > Purchase Services, and select Add-on subscriptions>

You`ll see Dynamics 365 for Customer Service Chat under Add-on subscriptions. You must already have a paid license of either Customer Service Enterprise or Customer Engagement Plan in your tenant; otherwise, the Dynamics 365 for Customer Service Chat option won`t be visible.

How to Setup Chat for Dynamics 365 Portal - Initial Setup

Purchasing a license for chat

You can start a 30-day trial of Chat with 25 user licenses. After signing up for a trial, you must assign licenses of Chat to the users who need to engage with customers and provide support via Chat. This can be done by selecting one or more active users and editing their product licenses. After you`re done, click the Save button.

How to Setup Chat for Dynamics 365 Portal. Initial Setup - Product licenses

Count of license

ENABLE CHAT IN YOUR ORGANIZATION

Once you have the subscription for Chat and assigned licenses to desired users, you can enable Chat in your organizations from Dynamics 365 admin center.

In Dynamics 365 admin center, go to the Applications tab, select the Omnichannel for Customer Service application, and select Configure.

PROVIDE DATA ACCESS CONSENT

To allow Omnichannel for Customer Service to read and write data on behalf of users, follow the below steps:

Go to Data access consent URL
Log in as a Global Tenant Admin
Select the checkbox Consent on behalf of your organization
Select Accept to grant data access consent

How to Setup Chat for Dynamics 365 Portal. Initial Setup - provide data access consent

Providing data access consent

In the next part, I will tell you how to configure the Omnichannel Chat and how to test it properly.

Try this setup guide, and let us know what you think. Contact us.