Set the Default Name for Connected Chats in Dynamics 365

As an administrator, you can set the chat title to be used as the record title by default. Users can later change the title if they want.

1. In the Sales Hub app, select the Change area in the lower-left corner, and then select App Settings.

Dynamic 365 Sales hub

2. Under General Settings, select Chat and collaborate.

General settings

3. Under Connect chats to Dynamics 365 records, select the record type (for example, Lead).

Connect chats to Dynamic 365

4. In the settings panel, turn on the Auto-name chats toggle.

Setting panel

5. Click On Save.


Similar Articles