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Dynamics 365 Community / Blogs / Dynamics Services Group / Setting Up Omnichannel in D...

Setting Up Omnichannel in Dynamics 365: A Step-by-Step Guide

Dynamics Services Group Profile Picture Dynamics Services G...
Platform: Dynamics 365 Customer EngagementAudience: Architects, Admins, Implementer 1. ✅ Prerequisites Before setting up Omnichannel, ensure: 2. 🛠 Provision Omnichannel for Customer Service Step-by-step Instructions: 3. 👥 Assign Omnichannel Security Roles Assign users the following roles from Power Platform Admin Center or within Customer Service Admin Center: Role Name Use Case Omnichannel Agent For support […]

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