Important: Live Assist for Dynamics 365 is designed to work with the Customer Service Module for Dynamics 365. The configuration is made inside the Dynamics CRM. Articles and information on this support site may not be applicable if you are attempting to use Live Assist for Dynamics 365 with other configurations.
For details of geographies where Live Assist is currently available, see: LA for Dynamics 365 - Regional availability
Note: Live Assist for Dynamics 365 is not supported for on-premise deployments of Dynamics.
Before installing Live Assist for Dynamics 365, ensure that your Dynamics 365 instance meets the following minimum requirements.
- You have access to an Office 365 Global Administrator with Dynamics Systems Administrator privileges.
For details, see: How to Start a Live Assist Trial
Note: If you are not already a Microsoft Dynamics 365 customer, you can sign up for a Dynamics 365 trial.
- CRM version is 8.2 or greater. To check this, inside Dynamics 365 go to Settings > About:
- This displays your Dynamics CRM version:
To operate effectively, co-browse requires a sustainable 100–600 kbps to the Live Assist servers for the agents and visitors. The amount of content can vary depending on the complexity of your visitor pages.
For Voice and Video Escalation bandwidth requirements, see: Voice and Video Escalation
For further information on how to start a trial, and how to configure Live Assist for Microsoft Dynamics 365, see: Getting Started