This article outlines the basic way in which an agent within Omnichannel for Customer Service can start a ScreenMeet session.<h2>Steps to Create Session</h2><ol><li>Navigate to Omnichannel for Customer Service within your given Dynamics organization.</li><li>Receive and open the support chat from a user that needs assistance from your business</li><li>When a ScreenMeet session is deemed necessary in order to best assist the user, click on the "Start ScreenMeet" button. This button is located near the end chat button</li><li>Once the Start ScreenMeet button is pressed, a new tab will open within your current Omnichannel for Customer Service. Select any/all relevant ScreenMeet features and/or the relevant ScreenMeet product that is needed.</li><li>Once the session is created, you can copy the "Invite URL" and paste it to the user in your support chat so they may join it accordingly.</li><li>Once the session has been created, both the user and the agent can join it to utilize the ScreenMeet platform and products.</li></ol><h2>Example Screenshots</h2>{height="" width=""}{height="" width=""}{height="" width=""}

Starting a Dynamics Session

Starting a Session from Dynamics

ScreenMeet 2025 Release Notes

403 Forbidden while making API request

404 NO_ACCESS

Installing ScreenMeet for Salesforce

Advanced CSS customization

AI Assist

AI Assist Overview

Overview

AI Release Notes Q4 24

Requirements

AI Summarization

AI Summary History

AI Summary Privacy

AI Summary Studio

Android SDK Quickstart

How-to: Setup the app for Laser Pointer

How-to: Display a video stream to the end-user

Egress IP Addresses

AWS S3 File Storage

Configuring ScreenMeet / Microsoft Entra ID integration

Signing into ScreenMeet console with Microsoft Entra ID (Azure AD)

Beam Client: Installation, Deployment, and Configuration Guide

Beam Groups: Setup, Settings, and Access Management

Beam Release Notes Q1 22

Beam Release Notes Q1 23

Beam Release Notes Q1 24

Beam Release Notes Q2 22

Beam Release Notes Q2 23

Beam Release Notes Q2 24

Beam Release Notes Q3 23

Beam Release Notes Q3 22

Beam Release Notes Q4 22

Beam Release Notes Q4 24

New Remote Support Client for Mac

Canvas

Certificate-Based Device Validation

Clone - Remote Support Release Notes Q4 23

Clone - Test ScreenMeet 2025 Release Notes

File Storage on AWS

Configuring Information Security & PII

Creating a Custom UI

Custom Copy

Cobrowse Demo

CoBrowse Deployments

Events

Hotkeys

Localization

CoBrowse Release Notes Q1 23

CoBrowse Release Notes Q1 22

CoBrowse Release Notes Q1 24

CoBrowse Release Notes Q2 22

CoBrowse Release Notes Q2 23

CoBrowse Release Notes Q2 24

CoBrowse Release Notes Q3 22

CoBrowse Release Notes Q3 23

CoBrowse Release Notes Q3 24

CoBrowse Release Notes Q4 22

CoBrowse Release Notes Q4 23

CoBrowse Release Notes Q4 24

Remote Control

Remove End Cobrowse Button

Cobrowse Script

Cobrowse Settings

Starting a Session with a URL

Configuration and validation troubleshooting

Configure API service

Configure ScreenMeet for a New Salesforce Sandbox

Configure ScreenMeet to only show on specified tables

Configuring Environment Variables

Configuring Webhooks for Data Sync

Connecting to ChromeOS devices

Connecting to Mac devices

Connection Information

Create Multiple Sessions

Creating a Replay Recording

Creating a session

Custom Consent Message

Custom permission configuration for ServiceNow

Custom URL

Custom Windows Tools

Deploying a Pre-installed Client

Developer Notes

Developer Notes (3.0.11)

Device Requirements

Enable ScreenMeet for Omnichannel Chat Widget

Enabling features within the Salesforce + ScreenMeet component