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Troubleshoot bug in Omnichannel for Customer Service
Omnichannel for Client 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 data, run across the Dynamics 365 Customer Service pricing overview and Dynamics 365 Customer Service pricing programme pages.
Of import
The Omnichannel Administration app won't be supported subsequently Apr 30, 2022, and volition exist deprecated in a hereafter release. We recommend that y'all use the Omnichannel admin center app. The latest features, such equally unified routing and vox channel, tin can be configured and used only in this admin app. For more information about the deprecation annunciation, run across Omnichannel Administration app is deprecated.
Introduction
Utilize the following list of troubleshooting topics to apace find data to solve your upshot.
The instance isn't bachelor to select on the provisioning awarding
Effect
For security, reliability, and performance reasons, Omnichannel for Customer Service is separated by geographical locations known as "regions". The provisioning webpage simply displays instances in the same region, so you lot might feel issues where you don't see all the instances from the Arrangement selector if you have instances in more than ane region, and you provision Omnichannel for Client Service without selecting the correct region.
Resolution
Go to the Power Platform admin center (https://admin.powerplatform.microsoft.com/). Expand Resources, and select Dynamics 365. Select the region in the upper-correct corner and select a new region from the dropdown list.
The portal will reload when y'all change the region. Later it has finished reloading, go to Applications > Omnichannel for Client Service, and so practice the provisioning steps.
The provisioning application yous are directed to is associated with the region yous chose, and all instances located in that region are displayed as options for provisioning.
Omnichannel provisioning fails due to expired Teams service chief
Issue
If your tenant has an expired Microsoft 365 license, so the provisioning of Omnichannel for Customer Service will fail in your organization.
Resolution
To avert the provisioning failure, you lot must remove the Microsoft Teams service primary and Skype Teams Calling API Service in Azure Active Directory (Azure Ad), and add it back. Follow the steps to remove the services.
-
Identify the services in Azure Advertizement.
-
Utilise PowerShell to remove Microsoft Teams and Skype Teams Calling API Service.
-
Add the service main back.
Identify the services in Azure Advertising
-
Sign in to the Azure portal.
-
Select Azure Agile Directory in the left pane.
-
Select Enterprise Applications.
-
In the search criteria, select All Applications and Disabled in Application Type and Application Status.
-
In the search box, enter the application ID
cc15fd57-2c6c-4117-a88c-83b1d56b4bbe
for Microsoft Teams. -
In the result that appears, re-create the Object ID, and save it. Ensure that the application ID is
cc15fd57-2c6c-4117-a88c-83b1d56b4bbe
every bit this ID is same for every tenant. -
At present, search for Skype Teams Calling API Service past entering its application ID
26a18ebc-cdf7-4a6a-91cb-beb352805e81
in the search box. -
In the result that appears, copy the Object ID. Make sure that the application ID is
26a18ebc-cdf7-4a6a-91cb-beb352805e81
.
Use PowerShell to remove Microsoft Teams and Skype Teams Calling API Service
-
Select Start, blazon PowerShell, and right-click Windows PowerShell and select Run as administrator.
-
Select Yeah on the User Control dialog to allow the awarding to make changes.
-
Type the
Install-Module AzureAD
control in the PowerShell window, and press Enter. This command installs the PowerShell commands for interacting with Azure Active Directory.
-
PowerShell prompts whether to trust the repository. Type Y for yeah and press Enter.
-
Type the
Connect-AzureAD
command in the PowerShell window, and press Enter. This establishes a connection with the tenant'due south Azure Agile Directory, and then yous can manage information technology using PowerShell. -
Sign in to your organization every bit a tenant admin.
-
Run the
Remove-AzureADServicePrincipal -ObjectID <ObjectID>
command in the PowerShell window twice, one each for Microsoft Teams and Skype Teams Calling API Service. Replace<ObjectID>
with the object ID yous had stored earlier. This command deletes the expired Teams service and Skype Teams Calling API Service from Azure Agile Directory.Note
Right click in the PowerShell window to paste the Object ID.
The Microsoft Teams Service and Skype Teams Calling API Service are removed from your organization. Yous can try to provision Omnichannel for Client Service once again.
Add the service principal for the Permission service app
Afterwards removing the expired Microsoft Teams license from the tenant, you tin can add the chat to the tenant again by doing the following:
-
Run the following commands in the PowerShell window:
Login-AzureRmAccount
$appId="6d32b7f8-782e-43e0-ac47-aaad9f4eb839"
$sp=Get-AzureRmADServicePrincipal -ServicePrincipalName $appId
if ($sp -eq $nix) { New-AzureRmADServicePrincipal -ApplicationId $appId }
Showtime-Process "https://login.microsoftonline.com/common/adminconsent?client_id=$appId"
-
In the browser window that appears, sign in to your system every bit a tenant admin to grant the admin consent.
Annotation
Ignore the error page that appears with the bulletin "no reply URLs configured".
-
Sign in to the Azure portal as a tenant admin to enable Azure AD for user sign-in.
-
Go to Azure Agile Directory > Enterprise Applications.
-
In the search box, enter 6d32b7f8-782e-43e0-ac47-aaad9f4eb839 for the application ID. The Permission Service O365 is listed.
-
Select the app, go to the Backdrop tab, and turn on the Enabled for users to sign-in toggle.
The chat is added to the tenant again.
Errors occur when I try to open up Omnichannel for Customer Service or Customer Service workspace with Omnichannel enabled
Issue
As an amanuensis, when y'all log in to the Omnichannel for Customer Service application or when y'all log in on Customer Service Workspace with Omnichannel enabled, you see error letters.
Resolution
When you open the Omnichannel for Client Service awarding or Customer Service workspace with Omnichannel enabled, the system performs a variety of tasks including logging in to Omnichannel, preparing for notifications, and setting your presence. If the arrangement encounters whatsoever errors while performing these operations, they are displayed on the user interface.
If you get whatsoever of the errors listed beneath, check if Security Defaults is turned on. If it is turned on, the agent should have the right authentication set upward. Alternatively, Security Defaults can be switched off if information technology is not required.
To learn more about Security Defaults, meet the topic What are security defaults?
If your tenant is configured with Azure Security Defaults, brand sure your users accept multi-factor authentication gear up on their accounts. Otherwise, they might run across a unmarried sign-on fault. To learn more most Azure Security defaults, meet What are security defaults ?
Fault letters
-
There was a problem with your single sign-on account. Please sign out of all Microsoft Dynamics 365 apps and sign in again. If this continues, accept your administrator contact Microsoft Support with client session ID.
-
Something went incorrect while authenticating—delight try once more. If this continues, have your administrator contact Microsoft Back up with the client session ID.
-
We couldn't get your hallmark token—delight endeavor once more. If this continues, have your ambassador contact Microsoft Support with the client session ID.
-
We couldn't gear up notifications—please attempt over again. If this continues, have your administrator contact Microsoft Back up with the client session ID.
-
We couldn't gear up up presences—delight try over again. If this continues, have your ambassador contact Microsoft Back up with the client session ID.
-
Something went wrong while setting up your workspace—please try once again. If this continues, have your ambassador contact Microsoft Support with the customer session ID.
-
We couldn't set upwards presences due to missing roles — Ask your administrator to grant you Omnichannel roles. If this continues, take your administrator contact Microsoft Support with the client session ID. To learn more about security roles, see Assign roles and enable users for Omnichannel for Client Service.
-
We couldn't get your authentication token — Your Teams subscription has expired, please contact your admin to renew it. If this continues, take your admin contact Microsoft Support with the Client Session ID:{0}. To resolve the upshot, follow the steps in Omnichannel provisioning fails due to expired Teams Service Principal.
Event
Omnichannel solutions are installed in your environment when you receive a new trial organisation. Withal, when you attempt to create a chat widget, Facebook page, or social aqueduct in the Omnichannel Administration app, mistake messages similar to the following might be displayed:
- An error occurred in the PreLiveChatConfigCreatePlugin plug-in.
- An error occurred in the PostOperationFacebookCreatePlugin plug-in.
Resolution
These errors occur because though the solutions are already installed in your environment, they need to be activated before yous tin can showtime using them. To provision the solutions, perform the steps outlined in Provision Omnichannel for Customer Service.
Unable to deploy custom solution containing Agentscript solution
Issue
When you try to deploy a custom solution, information technology fails on account of a dependency on the Agentscript solution, which is part of Omnichannel for Client Service.
Crusade
The Agentscript solution has been deprecated and was non present in the target surroundings. It has been replaced by the msdyn_Agentscripts solution.
Resolution
We recommend that y'all remove all references of the Agentscript solution from the custom solution, and so reimport the solution.
Ability Virtual Agents bot conversations announced every bit agile on dashboard even later on customer has ended chat
Issue
Conversations for Power Virtual Agents bot cannot exist ended in Omnichannel for Client Service and therefore volition be seen every bit active on the supervisor dashboard fifty-fifty afterwards they have been airtight.
Resolution
Yous tin configure a context variable that will explicitly end the bot conversation in Omnichannel for Customer Service later on customers close the conversation window. In Ability Virtual Agents, create a standalone topic for CloseOmnichannelConversation context variable with the variable holding fix to global. Invoke the topic in another topic that yous've configured for the bot.
Though the conversation volition be closed in Omnichannel for Customer Service, it volition not be closed in Power Virtual Agents and appear in the Escalation charge per unit drivers KPI in Power Virtual Agents Analytics dashboard.
Important
Make sure that you have admission to Power Automate to configure a flow so that the bot conversation in Omnichannel for Customer Service tin can be ended.
To configure ending a bot conversation, perform the post-obit steps:
- In Power Virtual Agents, for the selected bot, configure a new topic.
- Select Become to authoring canvas, and in Add node, select Call an action, and so select Create a period.
- On the Power Automate window that opens on a new tab, practise the post-obit:
- In the Return value(s) to Power Virtual Agents box, select Add an input, then select Yes/No.
- In the Enter title box, enter CloseOmnichannelConversation, which is the Omnichannel for Client Service context variable name.
- In the Enter a value to reply box, select the Expression tab, and then enter bool(true) to build the expression, and select OK.
- Save the changes, and then exit Ability Automate.
- In the topic that you lot were editing, select Call an activity again, and then in the listing, select the flow that you lot created.
- In Add node, select End the chat, and so select Transfer to agent. >
- Go to the topic in which yous need to invoke the topic for ending the bot conversation in Omnichannel for Customer Service, and use the Go to another topic choice in Add a node.
- Select the topic that you created for catastrophe the bot conversation.
- Save and publish the changes.
Additionally, you tin can configure automated letters in Omnichannel for Customer Service that will exist displayed to the customer after the conversation ends.
Unable to connect the Ability Virtual Agent bot to a vocalism workstream
Issue
An error message similar to the following is displayed on the PVA dashboard when you are configuring the mitt-off between Power Virtual Agents bot and the Omnichannel vocalisation workstream:
"Your bot doesn't have access to all the required variables and actions. Ask your admin about installing the Omnichannel packet or follow this step-by-footstep walkthrough".
Resolution
If you haven't installed the required extensions, yous'll encounter a message that your bot doesn't have access to the variables or actions it needs. Yous must install the following extensions in the specified club for the hand-off to work:
- Ability Virtual Agents telephony extension
- Omnichannel Power Virtual Agent extension
- Omnichannel Voice Power Virtual Agent extension
Issue
Chat icon doesn't load on the portal. The conversation icon URL which was configured as default doesn't load.
Resolution
Y'all tin can utilise an icon of your choice past specifying the link of the icon in the Chat widget configuration page. Perform the steps outlined in Configure a chat widget.
Chat not getting initiated on starting a new chat from portal
Issue
A message stating Lamentable, we're not able to serve you at the moment is shown to the customers when they start a chart on the portal. The possible issues might be 1 of the following:
-
Agents non configured in the queue.
-
Immune Presence is not updated in the piece of work stream: The default work streams that are shipped out-of-the-box, does not have Allowed Presence values in the work stream.
Resolution
As an administrator, make sure of the post-obit:
-
Check that agents have been added to the queues. For data on calculation agents to queues, see Create queues in Omnichannel admin center
-
For the associated workstream, check that the Immune Presence option has values in the Work distribution surface area. More information: Configure work distribution
Issue
Chat widget does not load on the portal. There are multiple reasons this may happen. This department includes five possible resolutions.
Resolution 1: Location option
The Location selection for the conversation widget might be configured incorrectly.
Delete the location in Widget location, and then recreate it.
To delete and add Widget location for the chat widget, exercise the following:
-
Sign in to the Omnichannel Administration app.
-
Become to Administration > Conversation.
-
Select a chat widget from the list.
-
Select the Location tab.
-
Select a record in the Widget Location section, and so select Delete.
-
Select Salvage.
-
Select Add together in the Widget Location department to add a tape. The quick create pane of the chat widget location appears.
-
Specify the following.
Field Value Championship Type the title of tape. Value The website domain where the chat widget must exist displayed. The domain format should not include the protocol (http or https). For example, the website is https://contoso.microsoftcrmportals.com. Now, the value is
contoso.microsoftcrmportals.com. -
Select Save to save the record.
-
Go to the website and check whether the chat widget loads.
Note
The chat widget requires session storage and local storage to be functional in your browser. Make sure y'all take cookies enabled in your browser then these services can work properly.
Resolution 2: Remove location
Alternatively, try removing the chat widget location.
Resolution 3: Clear portal enshroud
Articulate the portal cache by doing the following:
-
Go to your portal and sign in as a portal administrator.
-
Add together the following to the cease of your portal URL:
/_services/well-nigh
For example:
https://contoso.powerappsportals.com/_services/most
-
Select Clear cache.
-
Reload the portal.
Besides, make sure that your web browser allows 3rd-political party cookies.
Resolution four: Sync portal configurations
To sync portal configurations, exercise the following:
-
Go to https://brand.powerapps.com.
-
Find and select your portal, and then choose Edit.
-
Select Sync Configuration.
Resolution v: Restart portal
Restart the portal by doing the following:
-
Become to https://make.powerapps.com.
-
Select your portal, and then under Advanced options, choose Settings > Assistants.
-
Select Restart.
Agents not receiving chat in Omnichannel for Customer Service
Result
As an agent, you aren't receiving conversation in the Omnichannel for Customer Service app. The effect is acquired when you receive the chats in Customer Service Hub app.
Resolution
You must remove the Customer Service Hub app from the channel provider configuration in the Channel Integration Framework app.
- Sign in to Channel Integration Framework.
- Select the record that is related to omnichannel.
- Remove Customer Service Hub from the Select Unified Interface Apps for the Channel section.
- Select Save to save the record.
Conversation is stuck in wrap-upward state
Issue
As an agent or a supervisor, y'all see that some conversations are stuck in the wrap-up state in your Omnichannel Amanuensis Dashboard or Omnichannel Ongoing Conversations Dashboard.
Resolution
When conversations are ended by the agent or customer, they transition to the wrap-upwardly state. In gild to close the conversation, the master agent assigned to the conversation needs to shut the conversation in the session panel. To learn more about closing sessions, see Manage sessions in Omnichannel for Customer Service. To learn more than about the wrap-upward conversation country, run into Understand conversation states in Omnichannel for Client Service.
Dashboards exercise not appear in Omnichannel for Customer Service agile dashboards view
Outcome
When you use the Omnichannel for Customer Service app on Unified Service Desk or on web, the Agile Omnichannel Agent Dashboard view doesn't show certain dashboards like Tier 1 Dashboard, Tier ii Dashboard, Knowledge Director, and My Knowledge Dashboard.
Resolution
As a system customizer or administrator, you must manually add together these dashboards using app designer.
To add the dashboards using app designer, follow these steps:
- Go to
https://<orgURL>.dynamics.com/apps
. - Select the ellipsis (...) push button in the Omnichannel for Customer Service app tile.
- Select Open up IN APP DESIGNER. The App Designer opens in a new tab.
- Select Dashboards in the canvas surface area. The Components pane in the right side shows the list of Classic Dashboards and Interactive Dashboards.
- Select the following dashboards nether Interactive Dashboards.
- Knowledge Managing director
- My Cognition Dashboard
- Tier ane Dashboard
- Tier ii Dashboard
- Select Save then select Publish.
Agent dashboard isn't loading or is giving an dominance fault
Issue
The issue might happen due to the following reasons:
- Azure Active Directory consent is not bachelor for Omnichannel for Client Service app.
- Agent doesn't the Omnichannel agent role privileges.
- Agent is not assigned to any queue.
Resolution
Perform the post-obit:
- Contact your administrator to verify Azure Agile Directory consent is given to the Omnichannel for Customer Service application on your tenant. Go to Authorize access to go access. To larn more, see Provide data admission consent.
- Ensure the agent account has the role Omnichannel Agent. For more data nigh the relevant roles, see Sympathise roles and their privileges.
- Ensure the agent account is assigned to at least one queue in the Omnichannel Assistants app. To learn more, see Manage users in Omnichannel for Client Service.
An fault occurred in the advice panel
Issue
After you sign in to the Unified Service Desk client awarding, yous run across the following mistake message.
An error occurred in the Advice panel. Restart Unified Service Desk and attempt again. (Error Code - AAD_ID_MISMATCH - Azure ADID mismatched with logged-in user id)
While signing in to Unified Service Desk y'all must enter the Client Service app credentials and sign in, and once more, you are shown a dialog to enter credentials to connect to Dataverse server. When you lot enter different credentials, this issue occurs.
Resolution
If you lot use Chrome process to host applications, go to C:\Users\<USER_NAME>\AppData\Roaming\Microsoft\USD
and delete the CEF binder. At present, sign in to Unified Service Desk client awarding and try over again.
Communication panel doesn't load in Omnichannel for Customer Service app
Issue
Communication panel doesn't load in Omnichannel for Customer Service app:
- When a record doesn't be in the Channel Integration Framework app.
- When configurations don't sync.
Resolution
-
Create a Channel Integration Framework record with the post-obit values.
Field value Name Omnichannel Label Omnichannel Aqueduct URL <Chat command cdn url>?uci=true&env= <env>
&ocBaseUrl=<oc endpoint>&ucilib=<crm org url>/webresources/Widget/msdyn_ciLibrary.jsEnable Outbound Communication No Channel Order 0 API Version 1.0 Select Unified Interface Apps for the Aqueduct Omnichannel for Customer Service Select the Roles for the Aqueduct - Omnichannel ambassador
- Omnichannel agent
- Omnichannel supervisor
To learn how to create a tape, see Configure a channel provider for your Dynamics 365 organization.
-
To sync the configurations, remove the channel and roles, add them again and save the record.
- Sign in to the Dynamics 365 apps.
- Select the dropdown push on Dynamics 365 and select Channel Integration Framework.
- Select the Omnichannel record from the list.
- Remove Omnichannel for Client Service from the Select Unified Interface Apps for the Channel department.
- Add Omnichannel for Customer Service again in the Select Unified Interface Apps for the Aqueduct section.
- Remove Omnichannel agent, Omnichannel supervisor, and Omnichannel administrator from the Select the Roles for the Channel department.
- Add together Omnichannel agent, Omnichannel supervisor, and Omnichannel ambassador again in the Select the Roles for the Aqueduct section.
- Select Relieve to save the record.
- Sign in to Omnichannel for Customer Service app and check if the advice panel loads.
User presence isn't loading or it's showing unknown
Event
The consequence might happen due to the following reasons:
- Cookies are blocked in the browser.
- Azure Active Directory consent is not available for Omnichannel for Customer Service app.
- Amanuensis doesn't have the Omnichannel agent function privileges.
- Capacity and default presence are not set.
Resolution
Perform the following:
- Ensure that cookies are not blocked in the browser in any mode so that agent and supervisor presence can work properly.
- Contact your administrator to verify Azure Active Directory consent has been given to the Omnichannel for Client Service application on your tenant. For more information, see Provision Omnichannel for Customer Service.
- Ensure the amanuensis business relationship has the Omnichannel Agent office assigned. For more data, run across Assign roles and enable users in Omnichannel for Client Service.
- Ensure the agent account has values gear up for Chapters and Default presence. To learn more than, run across Create and manage users and user profiles.
Pre-imported Unified Service Desk configurations in Customer Service organization
Issue
Dynamics 365 Customer Service organization that you lot create from demos.microsoft.com have pre-imported sample Unified Service Desk configuration.
If you import the Unified Service Desk-bound - Omnichannel for Client Service parcel without deleting the existing configuration in the new demo org, you meet an error after signing in to Unified Service Desk client application. The reason for the issue is multiple sample Unified Service Desk configurations cannot be in a Customer Service case.
Resolution
Y'all must delete the existing sample solutions before importing the Omnichannel for Customer Service - Unified Service Desk bundle. The pre-imported sample solutions are as follows:
- USDISHCustomization or USDWebClientCustomization (one of these solutions would be present depending on the org template)
- USDUnifiedInterfaceCustomization
- DynamicsUnifiedServiceDesk
- UiiForMicrosoftDynamicsCRM
Subsequently you delete the solutions, import the Unified Service Desk - Omnichannel for Client Service package.
To delete the solutions, follow these steps:
- Sign in to the Dynamics 365 instance.
- Choose Settings > Solutions on the nav bar.
- Select one of the solutions on the Solutions page past selecting the check box, and then cull Delete. You are prompted to confirm uninstalling a managed solution. Choose OK to continue.
- USDISHCustomization or USDWebClientCustomization (one of these solutions would be present depending on the org template)
- USDUnifiedInterfaceCustomization
- DynamicsUnifiedServiceDesk
- UiiForMicrosoftDynamicsCRM
Note
Y'all must delete the solutions in the following order:
- USDISHCustomization or USDWebClientCustomization
- USDUnifiedInterfaceCustomization
- DynamicsUnifiedServiceDesk
- UiiForMicrosoftDynamicsCRM2011
Yous must follow the order to remove the solutions considering some of the components in the solution depend on the components in the other solution.
- After the solution is removed, echo the steps to delete the other solutions.
Unable to launch Unified Service Desk-bound client application
Upshot
When y'all sign in to Unified Service Desk, you encounter the following mistake.
APPLICATION_HOST_ERR_NO_CONFIGURED_APPS: applications are configured for your use.
The consequence is due to the package deployment failure.
Resolution
You must deploy the Unified Service Desk - Omnichannel for Customer Service package again. To learn more, see Deploy Unified Service Desk – Omnichannel for Customer Service parcel.
Conversation control becomes blank
Result
Conversation widget becomes blank while swapping between browser tabs in Google Chrome or Chromium-based Microsoft Border.
Resolution
Upgrade your browser version as per the organization requirements of Dynamics 365 Channel Integration Framework version 2.0. To learn more, meet System requirements.
After Omnichannel for Customer Service is provisioned, I get an authentication error on the agent dashboard.
Upshot
The post-obit mistake message is displayed on the agent dashboard later on I provision Omnichannel for Customer Service.
Something went wrong while authenticating—please effort over again. If this continues, have your administrator contact Microsoft Support with the client session ID.
Resolution
The effect occurs when y'all rename the org URL simply don't update the aqueduct URL afterwards you've provisioned Omnichannel for Customer Service.
-
Become to https://brand.powerapps.com.
-
On the left pane, select Apps, and then from the applications list, select Omnichannel for Customer Service.
-
Select the ellipsis (...) push button, scroll down the list, and select App profile director.
-
Select the administrator app (either Customer Service workspace or Omnichannel Administration), and and so select Aqueduct provider. The Active Channel Providers list is displayed.
-
Practise the post-obit:
- Make sure that the omnichannel channel provider record is listed and is in the agile land. If the omnichannel record is non active, select the record, and then select Activate on the carte bar.
- On the General tab of the omnichannel record, make sure that the Channel URL field includes the org information as shown in the following instance:
https://oc-cdn-ocprod.azureedge.internet/convcontrol/ChatControl.htm?uci=true&clientName=zfp&cloudType=Public&env=prod&ocBaseUrl=https://org749544d7-crm.omnichannelengagementhub.com&ucilib=https:// <org>.crm.dynamics.com/webresources/Widget/msdyn_ciLibrary.js
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Source: https://docs.microsoft.com/en-us/dynamics365/customer-service/troubleshoot-omnichannel-customer-service
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