To use the new Messaging Widget for Dynamics, reach out to your Account Director to enable the messaging features from the backend. Once they confirmed that your environment is ready, create a new Channel Provider record in the Channel Integration Framework application for Live Assist Messaging.
1. Navigate to the Dynamics 365 Channel Integration Framework using https://<orgURL>.dynamics.com/apps.
2. Select New to add a new channel provider record.
3. On the new channel page, enter the following information.
|Field||Value to enter|
|Name||Live Assist Messaging|
|Label||Live Assist Messaging Agent Widget|
|Channel URL||Set the Messaging Widget URL to:
Replace the following:
[region] with your Live Assist Region
[OrgID] with your Cafex Organization ID
|Enable Outbound Communication||No|
|Select Unified Interface apps for the channel||Select the individual apps to display the agent application.|
|Select the roles for the channel||Live Assist Agent|
4. Save your entries.
Note: If running both live chat and messaging from the same D365 org, you will need two CIFv1 configuration entries. One for chat and a new one for messaging. Both can’t be active at the same time so you will need to disable one at any given time.
5. Launch the Unified Interface app to see the Messaging widget on the right side.
The Messaging widget in minimized mode:
The Messaging widget in the expanded mode:
For more information about messaging, see: What is Messaging?
To create a channel provider record for chat, see: Enabling Live Assist when using Microsoft Dynamics Unified Interface