Collaborate using Teams embed chat without having to enable it

Important

This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users, automatically - Jul 31, 2023 Oct 31, 2023

Business value

With most customer support agents now working remotely, the days of getting help from a peer in the next cubicle are over. Working in isolation can cause agents and customers to become frustrated with issues taking longer to resolve. Resolving a customer issue often requires input from multiple departments across a company.

We've found that agents rank collaboration as the second most important part of their job, only behind customer engagement. That's why we've made collaboration easier in Dynamics 365 Customer Service by making experiences such as embed chat the default setting rather than requiring an admin to turn them on.

Feature details

You no longer need a global tenant admin to turn on the Teams collaboration feature, embed chat. Embed chat will be on by default for all organizations in:

  • Customer Service Hub.
  • Customer Service workspace for all out-of-the-box agent workspace profiles. For any custom profiles, a Dynamics 365 admin will still need to turn on embed chat for it to show in the productivity pane.

At any time, a Dynamics 365 admin can disable embed chat if needed.

Default ON settings in admin center with ON for all the apps.

Default ON capabilities in the admin center with ON for specific apps.

See also

Configure Microsoft Teams chat in Customer Service (docs)