Overview of channels

Omnichannel for Customer Service offers a suite of capabilities that extend the power of Dynamics 365 Customer Service Enterprise to enable organizations to instantly connect and engage with their customers across digital messaging channels. An additional license is required to access Omnichannel for Customer Service. For more information, see the Dynamics 365 Customer Service pricing overview and Dynamics 365 Customer Service pricing plan pages.

As new social networks and communication channels rapidly evolve, so do customer expectations on how to reach their favorite brands. Communication via many channels is not only comfortable but expected, and businesses that seek to provide personalized services are rapidly working to enable support through the channels their customers want to use.

Adding channels to your business support offering is a powerful way to provide personalized service to customers on the channels of their choice. It's helpful to recognize a common pattern across all channels that are enabled through Omnichannel for Customer Service before diving into the implementation of a single channel.

The implementation pattern for the out-of-the-box channels is as follows:

  • Establish your account and respective requirements, such as a page and app, with the channel provider. These requirements ensure that you have an entry point with the channel provider through which customers will engage.
  • Configure the workstream in Customer Service admin center.
  • Configure the channel in Customer Service admin center and attach it to the workstream.
  • Populate the exchange of handshake data, such as token and secrets required between omnichannel and the channel provider. The data exchange is usually done in both places: the Customer Service admin center app and the channel provider experience.

License requirements

An active subscription of Digital Messaging Add-in is required for SMS, social channels, Microsoft Teams, and custom messaging. Apart from Dynamics 365 subscriptions, if you choose to use any third-party channels, you need to acquire subscriptions from those providers as well.

You can get Chat for Dynamics 365 Customer Service with either of the following add-on licenses:

Note

The Digital Messaging Add-in license includes Chat for Dynamics 365 Customer, SMS, Facebook, and bot integration.

You can get the SMS, social channels, and custom messaging channels with the following add-on license:

You can get the Microsoft Teams channel with the following add-on license:

The following channels are currently available in Omnichannel for Customer Service:

Chat

If you want to help your customers using live chat, you can use the Chat for Dynamics 365 Customer Service channel.

To learn more, see Configure a chat channel.

Voice

To address customer issues, you can configure and use the voice channel. More information: Introduction to the voice channel

SMS

If you want to help your customers using SMS, you can use the following SMS channels:

Social channels

If you want to help your customers using social media, you can use the following social channels:

Custom messaging channel

If you want to help your customers using social channels that aren't supported as standard channels, such as Telegram, you can use the custom channels. To learn more, see Configure custom messaging application.

If you want to help your customers using your line-of-business messaging channels, you can use the Direct Line Bot Framework method.

Microsoft Teams

If you want to help your customers using a standard collaboration channel, you can use the Microsoft Teams channel.

To learn more, see Configure Microsoft Teams.

Entity records

If you want to help your customers using standard entity records such as incident, quote, campaign, and so on, you can use the entity records channel.

To learn more, see Entity records channel.