Calldacity Integrations | How to Setup the Microsoft Dynamics 365 Integrator
Calldacity Integrations | How to Setup the Microsoft Dynamics 365 Integrator
Administrator Access Required
To set up this integration, you will need administrator access to your Microsoft Dynamics 365 account and an Office Manager scope within the UCaaS Portal.
User Identity Matching
Email Address Identification: The Microsoft Dynamics Integrator uses email addresses to identify the correct agents/users in Microsoft Dynamics 365.
No Email Present? If a UCaaS Agent/User doesn't have an email address, the Microsoft Dynamics 365 administrator can add the user's extension number in Microsoft Dynamics 365 to enable identification.
Setup Steps:
1. Login to the UCaaS Portal
2. Go to the "Integration" Tab and Select on the "Enable" Button on Microsoft Dynamics 365
3. Add Domain to URL Section
(This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)
(This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)
4. Integration Successfully Linked:
Screen Prompt:
Enable Button Turns Blue:
Screen Prompt:
Enable Button Turns Blue:
5. Adding Users to the Integrator
a. Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365
b. Enable Users for Calls, SMS, and Meetings Data
a. Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365
b. Enable Users for Calls, SMS, and Meetings Data
Related Articles
Calldacity Integrations | How to Setup the Salesforce Integrator
Calldacity Integrations | How to Setup the Salesforce Integrator Please Note: To setup the Integrator, you need an admin account setup in Salesforce and an Office Manager scope within the UCaaS Portal. User/Agent Identity: The UCaaS Portal uses email ...Calldacity Integrations | How to Setup the Zoho CRM Integrator
Calldacity Integrations | How to Setup the Zoho CRM Integrator Administrator Access Required To set up this integration, you will need administrator access to your Zoho CRM account. 1. Login to your UCaaS Portal 2. Go to the "Integration" Tab and ...Calldacity Integrations | How to Setup the Zoho Desk Integrator
Calldacity Integrations | How to Setup the Zoho Desk Integrator Administrator Access Required: To set up this integration, you will need administrator access to your Zoho Desk account and an Office Manager within the UCaaS Portal. User Identity ...Calldacity Integrations | How to Setup the Service Titan Integrator in the UCaaS Portal
Calldacity Integrations | How to Setup Service Titan Integrator in the UCaaS Portal Administrator Access Required: You must be an Office Manager in the UCaaS Portal and an Administrator within the Service Titan CRM to configure this Integrator. User ...Calldacity Integrations | How to Setup the Calldacity Connect Extension
Calldacity Integrations | How to Setup the Calldacity Connect Extension Are you looking for a way to keep track of your call history, click-to-dial out of your CRM, and Screen-pop solution for instant CRM lookup upon Inbound calls? Look no further! ...