Configuring Dynamics 365 Live Assist

Live Assist for Dynamics 365 is an add-on for Dynamics 365 that adds chat, co-browse and video capabilities to Dynamics 365. It allows Dynamics 365 users to have a more personalized experience with the customer, which could lead to increased online sales, faster resolution of issues and so on.

To install it:

  1. Navigate to SettingsDynamics Marketplace, search for Live Assist and click on Free Trial to get started.
  2. Verify the Dynamics 365 instance, and click on Agree to add the application to Dynamics 365:
  1. This opens up the Live Assist provisioning page, select the Dynamics 365 instance, provide a contact ...

Get Dynamics 365 Application Development now with the O’Reilly learning platform.

O’Reilly members experience live online training, plus books, videos, and digital content from nearly 200 publishers.