<h2>Overview</h2>Video Chat, Screenshare, Cobrowse, and Remote SupportScreenMeet’s Microsoft Dynamics 365 “in-platform” video chat, screenshare, remote support, cobrowsing, and mobile support solution enhances the way you currently communicate and support your customers, to make a digital session feel like they’re working with your agents in-person.ScreenMeet for Dynamics 365 Customer Service and Dynamics 365 Omnichannel Chat Customer Service is purposefully designed for greater efficiency and seamless integration to not only improve the customer and agent experience but also help to increase first call resolution (FCR) rates and increase the call volume that an agent can handle. Key benefits include:<ul><li>Seamlessly escalate a call, chat, or chatbot session to an audio/video chat, screenshare, or cobrowse session.</li><li>Dynamics 365 In-platform session creation means there is no need to leave Dynamics 365 for another application. Sessions are created directly in the Dynamics 365 case.</li><li>All session data is automatically logged in the Dynamics 365 for a single pane of glass visibility, thereby eliminating the typical post support call the administrative task of manually attaching the session recording, session details, etc. in the case record.</li><li>Files are stored directly in the customer's Dynamics 365 instance or their Azure Blob Container to comply with any geographical data compliance and retention requirements.&nbsp;</li><li>ScreenMeet’s user management and authentication comply with customers' own access and security policies. No external user database is required, it’s all fully managed in Dynamics 365.</li><li>Globally distributed infrastructure across 14 data centers in North America, Europe, Asia, India, and Australia making ScreenMeet highly scalable and fully redundant.</li><li>No endpoints to manage or distribute to agents' machines, ScreenMeet is a browser-based console. The browser-based approach allows for frequent product updates and enhancements without disruption to the customer and launches directly from a URL with nothing to download.</li><li>Highly secure, all session data is&nbsp;SSL encrypted using TLS 1.2 transport security with AES-256-bit encryption. SOC 2 Type 2 Certified. </li></ul>

Dynamics 365 Overview

Overview

ScreenMeet 2025 Release Notes

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Installing ScreenMeet for Salesforce

Advanced CSS customization

AI Assist

AI Assist 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

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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

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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