Calldacity Integrations | How to Setup the Microsoft Dynamics 365 Integrator

Calldacity Integrations | How to Setup the Microsoft Dynamics 365 Integrator

Calldacity Integrations | How to Setup the Microsoft Dynamics 365 Integrator

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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.


Alert
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)


4. Integration Successfully Linked:

 Screen Prompt:
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


c. In the "Advanced" is where the Tokens can be located

(Please note: Any edits to this can affect the outcome of the task within Microsoft Dynamics 365)



 - Contact: [[phone_number]]

 - Employee: [[employee]]

 - Call Direction: [[call_direction]]

 - Call Time: [[call_start]]

 - Call Event: [[call_event]]

 - Recording: [[recording_url]] [[transcription]] 

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If you have any questions or issues with this setup, please reach out to Calldacity Support