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Installation and Configuration of Omnichannel – Part 2

by Dynamics 365 CRMOmnichannel

INSTALLATION AND CONFIGURATION OF OMNICHANNEL IN CRM D365
This is the second part of the Installation and Configuration of Omnichannel for Customer Service in CRM D365.

If you are not getting the Omnichannel for Customer Service App inside Dynamics 365 Administration Center under the Application Tab to go to Part 1.

Let’s continue with the remaining part.

PURCHASE POWER BI LICENSE
You need a Power BI license for Omnichannel. It needs to be assigned to users in order to configure Omnichannel.

If you have a Power BI license and already assigned to users, then skip this part otherwise follow the below steps to get Power BI license.

Installation and Configuration of Omnichannel 

Installation and Configuration of Omnichannel – Part 1

by Dynamics 365 CRM

I am creating a blog series of posts to help people for installation and setup Omnichannel for Customer Service in CRM D365. I hope these might serve as useful blog posts for everyone.

So, let’s begin with the Installation and Configuration of Omnichannel in CRM D365.

THERE ARE SEVERAL PREREQUISITE ITEMS THAT ARE NECESSARY IN ORDER TO DO THIS, WITH SEVERAL STEPS.

The Customer Service Hub needs to be installed on the environment within the tenant. The Omnichannel Hub needs to be installed.

There needs to be a PowerBI license assigned to the users (Will cover in Installation and Configuration of Omnichannel – Part 2).

Data Access Consent needs to be accepted (Will cover in Installation and Configuration of Omnichannel – Part 2).