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#omnichannelforcustomerservice

#prerequisites

#voicedemo

Dynamics 365 Customer Service

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Feb 22, 2023

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  • The article provides step-by-step instructions on how to set up the prerequisites for using Omnichannel for Customer Service in Dynamics 365.
  • The first step is to log in to the Power Platform Admin Center and navigate to the Environments section.
  • From there, select Resources and then Dynamics 365 apps.
  • Next, choose the option to manage Omnichannel for Customer Service
  • Telephony, which will take you to the Dynamics 365 Administration Center | Omnichannel page.
  • Click on "Add environment" and select the required environment.
  • If a required subscription for a particular channel is missing, an error will be displayed.
  • To add the Voice channel, select "Add Voice" and agree to the preview terms.
  • Continue clicking "Next" until the confirmation page is reached, which will display all the selections and details.
  • Finally, click on "Finish" to start the installation process. After a few hours, the installation should be successful.

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