Providing exceptional customer experience is the new competitive advantage. CaféX Live Assistâ„¢ for Microsoft Dynamics 365 enables personalised, omnichannel customer engagement that will delight your customers and improve your agents’ productivity.
Hosted in the Azure cloud, the combined solution embeds real-time customer interaction within the Unified Service Desk and web clients for Dynamics 365. The immersive solution extends in-app live assistance to customers, who can interact with service representatives via text, co-browsing, bot escalation and more.
With CaféX Live Assist and Dynamics 365 tightly integrated, you can:
o Proactively engage with chat
o Problem solve faster with co-browse and bots
o Ensure a 360-degree view throughout customers’ journeys
o Reduce operating costs and increase online sales
o Deliver best-in-class digital experiences based on customers’ unique preferences including mobile and web channels.
Prerequisites
The prerequisites for link Live Assist to Microsoft Dynamics 365 Customer Engagement include:
o An instance of Dynamics 365 Customer Engagement (Online)
- You can request a trial of Dynamics 365 for Customer Engagement here
Setting Up Live Assist for Microsoft Dynamics 365
Step 1 – Validate / Promote your Current User to Admin
1) Login into Your Microsoft D365 Account and navigate to Security Under Settings
2) Go to Users
3) Select your current user and click on the ribbon button to Promote To Admin
4) Click on OK
Step 2 – Configure Live Assist for Dynamics 365
Navigate to Settings and then click on Dynamics Marketplace
A popup will open type live in search box and you will see the below screen click on Free trial
Validate the information and click on continue button by accepting the terms and condition
Select your organisation and press on Agree button to agree Microsoft Legal stuff
On setup Live assist page validate the Dynamics 365 Instance page, enter your email address , accept cafex terms and condition and press on Submit
This configures the Live Assist on the specified Dynamics 365 Instance and also sends the email to the email id specified.
Step 3 – Login into Live assist Admin Center
After some time you will get an email confirmation on your provide email address once your live assist environment is configured
Press on to login Button
Enter and validate the details and Click on Confirm and Authorise
Click on Accept Button
Select with the option for I wish to Begin my trial
Now you will be redirected to your Dashboard of the admin center.
Your are done with setting up Live Assist for Microsoft Dynamics 365
Click on to Get Started button to get started with Live assist
Happy CRMing 😊
