Deploy chat widgets with Omnichannel for Dynamics 365 Customer Service

Deploy chat widgets with Omnichannel for Dynamics 365 Customer Service

Important

Power Virtual Agents capabilities and features are now part of Microsoft Copilot Studio following significant investments in generative AI and enhanced integrations across Microsoft Copilot.

Some articles and screenshots may refer to Power Virtual Agents while we update documentation and training content.

A chat widget lets customers connect with service agents and helps to resolve their queries quickly. This module covers the process of deploying chat widgets with Omnichannel for Dynamics 365 Customer Service.

Business User
Functional Consultant
Dynamics 365
Customer Service

Module Objectives

In this module, you:

  • Create a chat channel.
  • Allow chat transcripts and file downloads.
  • Work with prechat and post-chat surveys.
  • Embed a chat widget in a portal.

Prerequisites

Basic understanding of Dynamics 365 Customer Service