Calldacity Integrations | How to Setup the Microsoft Dynamics 365 Integrator

How to Setup the Microsoft Dynamics 365 Integrator

Calldacity Integrations | How to Setup the Microsoft Dynamics 365 Integrator

Info

Administrator Access Required

To set up this integration, you will need administrator access to your Microsoft Dynamics 365 account.

Warning

User Identity Matching

Email Address Identification: The Calldacity Portal uses email addresses to identify 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 Calldacity Portal

  2. Go to the Integrator Tab


  3. Select on the "Enable" Button on Microsoft Dynamics 365


  4. Add Domain to URL Section

    (This will launch a window to Accept/Approve the Connection)
  5. Integration Successfully Linked
     Screen Prompt:
    Screen Prompt

  6. 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

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