Select Edit for the chat channel that you need to update, and select the User features tab.įor Conversation transcripts, set the toggle to On and select the following check boxes:ĭownload and email chat transcripts in Omnichannel Administration In Customer Service admin center or Omnichannel admin center, select the workstream of the chat widget in which you need to configure the settings. To configure options to download and email chat transcripts for both customers and agents For more information, see Dynamics 365 Email Setup and Dynamics 365 Email tab options. Prerequisite: Administrators should set up mailboxes before enabling, and must select the Allow other Dynamics 365 users to send email on your behalf checkbox for this feature to work. If the customer requests an email of the chat transcript, the email is sent at the end of the conversation. At the end of the conversation, customers can request a transcript. When download and email options are enabled by an administrator, customers can download or request an email of their chat transcript at any time during a chat session. For more information, see the Dynamics 365 Customer Service pricing overview and Dynamics 365 Customer Service pricing plan pages.Ĭhat for Dynamics 365 Customer Service allows customers to download and email a copy of their chat transcripts.
#DOWNLOAD TEAMS CHAT CONVERSATION LICENSE#
An additional license is required to access Omnichannel for Customer Service. 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.