Live Assist for Dynamics 365 is an add-on for Dynamics 365 that adds chat, co-browse and video capabilities to Dynamics 365. It allows Dynamics 365 users to have a more personalized experience with the customer, which could lead to increased online sales, faster resolution of issues and so on.
To install it:
- Navigate to Settings | Dynamics Marketplace, search for Live Assist and click on Free Trial to get started.
- Verify the Dynamics 365 instance, and click on Agree to add the application to Dynamics 365:
- This opens up the Live Assist provisioning page, select the Dynamics 365 instance, provide a contact ...