Adding Live Assist to your customer service organization? Already using the preferred omnichannel customer engagement solution for Dynamics 365? Here's how to upgrade to v2...
It's actually as simple as 1, 2, 3 - yes, really.
- Walk through a quick list of Pre-Upgrade Checks within your Dynamics 365 Org
- Go to your Office 365 portal & choose the Dynamics Admin Center
- Then, from Solutions, choose the currently installed version of Live Assist and UPGRADE
For detailed instructions with screenshots of every step of the process, please visit this article in our knowledge base: