Optional: Configuring Screenpop for Preview CampaignsWhen you have successfully integrated your Dynamics instance with your contact center, note that it is possible to pop specific [[#How_do_I_locate_the_object_ID?|objects]] in your instance. Popping objects is made possible by including Dynamics object IDs in a [[#1._Create_a list_with_a_column_for_Dynamics_object_IDs|list]]. The following tutorial will outline the steps required to make this possible.If you have not already done so, you will need to take the steps required to configure a Dynamics instance in your Bright Pattern contact center. To do this, see the following articles:
Reference: How to Add an Integration Account in Bright PatternAdditionally, your outbound campaign will require a configured [[Contact-center-administrator-guide/Directory/Dial-outEntries|dial-out entry]].Configure a [[Contact-center-administrator-guide/Lists|list]] with a column that contains the object IDs you want to pop in your Dynamics instance. These objects will pop when the corresponding preview record is sent to a logged-in agent. Note that you can pop any object [[Scenario-builder-reference-guide/ScenarioBlocks/MicrosoftDynamicsScreenPop#Object_type|supported by Bright Pattern]] (e.g., account, contact, invoice, order, etc.). For more information about configuring lists, see the ''Contact Center Administrator Guide'', section [[Contact-center-administrator-guide/Lists|Lists]].[[File:Dynamics-Preview-Pop-1-54.PNG|650px|thumb|center|Create a list with a column containing the desired object IDs]]Each object in your Dynamics instance has a unique identifier; object IDs are included in the object's URL. For example, if you want to find the unique ID for a '''contact''' object, you can find the ID at the end of the URL.[[File:Dynamics-Preview-Pop-0-54.PNG|650px|thumb|center|A contact ID at the end of a URL]]Should you wish to access the IDs of all existing contacts, export your contacts to an Excel document. Open the document, then '''Unhide''' columns A through C; the unique IDs will be in column A.[[File:Dynamics-Preview-Pop-0.5-54.PNG|800px|thumb|center|Locating many IDs may be accomplished through exporting Dynamics data]]Next, you will create an [[Contact-center-administrator-guide/ServicesandCampaigns/ServicesandCampaignsOverview#Outbound_Voice|outbound voice]] service and configure a [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-General#Preview_Options|Preview]] campaign.When configuring your outbound Preview campaign, make sure to do the following:* Add teams in [[Contact-center-administrator-guide/ServicesandCampaigns/AssignmentsTab#Teams|Assignments]]* Attach the uploaded list with the Dynamics object IDs in [[Contact-center-administrator-guide/ServicesandCampaigns/ListsTab|Lists]] and [[Contact-center-administrator-guide/ServicesandCampaigns/ListsTab#Enabled|enable]] it* Add a number in [[Contact-center-administrator-guide/ServicesandCampaigns/NumbersTab|Numbers]]* In ''Outbound > General'', select type [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-General#Preview_Options|Preview]] and make [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-General#Enabled|Enabled]]* In ''Outbound > Calling Hours'', configure [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-CallingHours#To_define_a_schedule|calling hours]] and [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-CallingHours#To_apply_the_schedule_to_a_particular_phone_type|Phones to call, by preference]]* In ''Outbound > DNC'', configure your [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-DNC|Do Not Call lists]]If you have issues configuring your campaign, make sure to resolve any configuration checks listed in [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-Diagnostics|Outbound > Diagnostics]].[[File:Dynamics-Preview-Pop-5-54.PNG|800px|thumb|cent]]In ''Outbound > General'', configure the [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-General#Screenpop_URL|Screenpop URL]] using the following format:SHOW_OBJECT:$(workitem.otherInfo.XXX):objectNote that ''SHOW_OBJECT'' must be included. The variable [[Scenario-builder-reference-guide/VariablesandExpressions/Variables#.24.28workitem.otherInfo.29|$(workitem.otherInfo)]] must append the name of the column that contains the Dynamics object IDs (i.e., ''.XXX'') to the end of the variable. The ''object'' is the type of object that is being popped (e.g., account, case, lead, etc.). For example, if you want to pop a '''contact''' object, your Screenpop URL will look like this:SHOW_OBJECT:$(workitem.otherInfo.dyn_id):contactIn our example, the list column containing the Dynamics contact object IDs is named ''dyn_id'', and ''contact'' is the object type.[[File:Dynamics-Preview-Pop-7-54.PNG|650px|thumb|center|Configure the Screenpop URL]]In ''Outbound > General'', [[Contact-center-administrator-guide/ServicesandCampaigns/Outbound-General#Start_.2F_Stop_Automation|start the campaign]]. When your agents are logged into the Agent Desktop widget in your Dynamics instance, when a contact record is sent to them, the corresponding object in Dynamics should pop as well.[[File:Dynamics-Preview-Pop-4-54.PNG|800px|thumb|center|A popped contact object in a Dynamics instance]]If you are having trouble getting your objects to pop, you can hardcode an object ID in place of the variable in the Screenpop URL. Hardcoding the object ID allows you to ensure the feature is functioning properly. For example, if you want to test pop a '''contact''' object, enter the unique contact ID in the following way:SHOW_OBJECT:00aa0000-a0a0-a000-a00a-000a0a000a00:contact