Provide Power Automate URL

Before proceeding with the Configuration, you need to copy the URL of Power Automate Flow – “Channels Real-time Chat Logging” which is shipped in our solution, and paste it into the “Callback URL” field in the “Azure Details” section in the “Details” tab in your configuration.

Please Note: If this step is not performed, you will not be able to send any messages on the CRM.

• Go to Power Automate in Dynamics 365

• Choose the environment in which the Solution is imported.

LiveChat4Dynamics Solution will open, then navigate to Cloud Flows and click Channel Real-time Chat Logging.

Click on the Edit button inside Channel Real-time Chat Logging in My Flows.

Copy the HTTP POST URL

Paste this HTTP POST URL in the “Callback URL” field.

Click on Save.

Once Account Information is added, update the General Setting:

• Allow Create To - In this section, you can enable multiple entities such as Case, Order, Opportunity, any OOB, or Custom Entities. These entities will be available on the “Create Record” button in the Message UI and you can easily create any OOB or custom entity record from it.

• Idle Timeout - By default, the message notifications are only visible to the owner of the session. But the message notification becomes visible to all users if there is no activity for the specified minutes in this field.

• Enter is Send: When set to "Yes," pressing the "Enter" key will send the message. When set to "No," pressing "Enter" will insert a new line below the message.

• Assigned Team: Choose the teams that will have access to and work on the specified configuration. For instance, if you assign access to the Marketing team and the LiveChat team, members of other teams will not be able to view, access, or handle communications designated to these teams.

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