From Bright Pattern Documentation
Jump to: navigation, search
(Updated via BpDeleteTranslateTags script)
 
(7 intermediate revisions by 3 users not shown)
Line 1: Line 1:
−
<translate>
 
−
= Add Integration Account =
 
−
After you have obtained all your credentials to access Dynamics 365 data via the Web API, it's time to use those credentials to connect Bright Pattern Contact Center to your Dynamics 365 apps. Connections to CRMs such Dynamics 365 are established through integration accounts, which are added in Bright Pattern's Contact Center Administrator application.
 
  
−
For more information, see the ''Contact Center Administrator Guide'', section [[Contact-center-administrator-guide/IntegrationAccounts/MicrosoftDynamics365 |  Microsoft Dynamics 365 Integration]].
+
= Reference: How to Add an Integration Account =
 +
Connections to Microsoft Dynamics 365 apps and data are established through integration accounts.
  
−
== Step 1: Add new account ==
+
This section describes how to add your Microsoft credentials to a new Microsoft Dynamics 365 integration account in Bright Pattern's Contact Center Administrator application.
−
# In ''Contact Center Administrator > Integration Accounts'', add an integration account of type '''Microsoft Dynamics 365'''.<br /><br>[[File:MS365-5-53.PNG|800px|thumbnail|center|Select integration account type]]
 
  
−
== Step 2: Edit properties ==
+
For more information, see the ''Contact Center Administrator Guide'', section [[Contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/MicrosoftDynamics365 | Microsoft Dynamics 365 Integration]].
−
[[File:MS365-Integration-53.PNG|650px|thumbnail|center|Microsoft Dynamics 365 integration account properties]]
 
  
  
−
=== Type ===
+
[[File:Dynamics-Conf-23-54.PNG|800px|center]]
 +
 
 +
 
 +
== Step 1: Add new account ==
 +
# In ''Contact Center Administrator > Integration Accounts'', add an integration account of type '''Microsoft Dynamics 365'''.<br /><br>[[File:MS365-5-53.PNG|650px|thumbnail|center|Select integration account type]]
 +
 
 +
 
 +
== Step 2: Edit properties ==
 +
[[File:MS4-Integration.PNG|650px|thumbnail|center|Microsoft Dynamics 365 integration account properties]]
 +
 
 +
=== Type ===  
 
By default, “Microsoft Dynamics 365” because this is the type of integration account you are creating
 
By default, “Microsoft Dynamics 365” because this is the type of integration account you are creating
  
−
=== Name===  
+
=== Name ===  
 
The unique name (any) of the account
 
The unique name (any) of the account
  
−
=== Default account===  
+
=== Default account ===  
 
Because it is possible to have multiple integration accounts of this type, select this checkbox to enable this account as the default
 
Because it is possible to have multiple integration accounts of this type, select this checkbox to enable this account as the default
  
−
=== Authorization URL===  
+
=== Authorization URL ===  
−
The authorization code (see “How to Get Authorization URL”)
+
The OAuth 2.0 authorization endpoint (v1) of your registered app in the Azure portal
−
 
 
−
=== Token URL===
 
−
The “Home page” value (i.e., “http://localhost”) you entered when adding a new registered app. See section [[5.3:Microsoft-dynamics-365-integration-guide/Configuration/WebAPIAccessConfiguration#Step_1:_Add_new_registered_app | Web API Access Configuration, Step 1]]
 
  
−
=== API URL===  
+
=== Token URL ===  
−
The API's URL with your instance name (e.g., “https://example.crm.dynamics.com/api/data/v9.0”)
+
The OAuth 2.0 token endpoint (v1) of your registered app in the Azure portal
  
−
=== Client ID===  
+
=== API URL ===  
−
The application ID you got when adding a new registered app. See section [[5.3:Microsoft-dynamics-365-integration-guide/Configuration/WebAPIAccessConfiguration#Step_1:_Add_new_registered_app | Web API Access Configuration, Step 1]]
+
The URL of Microsoft’s Web API, including your instance name in the following format:
  
−
=== Client Secret===
+
'''https://<your-Microsoft-organization-domain>.crm.dynamics.com/api/data/v9.0'''
−
The app key. For instructions on how to get this, see section [[5.3:Microsoft-dynamics-365-integration-guide/Configuration/WebAPIAccessConfiguration#Step_3:_Get_the_API_key_.28the_Client_Secret.29_and_endpoint | Web API Access Configuration, Step 3]].
 
  
−
=== Request token===
+
For example:
−
Uses the credentials you've provided to access Microsoft's Web API and request a refresh token. When clicked, the token will appear in the ''Refresh token'' field.
 
  
−
=== Refresh token===
+
https://brightpatterndev.crm.dynamics.com/api/data/v9.0
−
The refresh token that allows access to Microsoft's Web API. For instructions on how to get this, see section [[5.3:Microsoft-dynamics-365-integration-guide/Configuration/DataAccessScenarios#Step_2:_Get_Authorization_URL |  Enable Data Access from Scenarios > How to Get Authorization URL]].
 
  
−
=== Test connection ===
+
=== Client ID ===  
−
Tests the credentials and confirms whether the connection between Bright Pattern and Microsoft is valid.
+
The application (client) ID of your registered app in the Azure portal
  
−
== Step 3: Save! ==
+
=== Client Secret ===  
−
Click '''Apply''' to save your changes. This completes the process of adding a Microsoft Dynamics 365 integration account.
+
The client secret (i.e., app key) of your registered app in the Azure portal
  
 +
=== Refresh token ===
 +
Authenticates your Microsoft account and allows you to consent on behalf of your organization
  
 +
=== Test connection ===
 +
Tests the connection between Bright Pattern and Microsoft
  
  
−
</translate>
+
== Step 3: Save! ==
 +
Click '''Apply''' to save your changes. This completes the process of adding a Microsoft Dynamics 365 integration account.

Latest revision as of 04:02, 29 May 2024

• 日本語
• 5.19 • 5.3 • 5.8


Reference: How to Add an Integration Account

Connections to Microsoft Dynamics 365 apps and data are established through integration accounts.

This section describes how to add your Microsoft credentials to a new Microsoft Dynamics 365 integration account in Bright Pattern's Contact Center Administrator application.

For more information, see the Contact Center Administrator Guide, section Microsoft Dynamics 365 Integration.


Dynamics-Conf-23-54.PNG


Step 1: Add new account

  1. In Contact Center Administrator > Integration Accounts, add an integration account of type Microsoft Dynamics 365.

    Select integration account type


Step 2: Edit properties

Microsoft Dynamics 365 integration account properties

Type

By default, “Microsoft Dynamics 365” because this is the type of integration account you are creating

Name

The unique name (any) of the account

Default account

Because it is possible to have multiple integration accounts of this type, select this checkbox to enable this account as the default

Authorization URL

The OAuth 2.0 authorization endpoint (v1) of your registered app in the Azure portal

Token URL

The OAuth 2.0 token endpoint (v1) of your registered app in the Azure portal

API URL

The URL of Microsoft’s Web API, including your instance name in the following format:

https://<your-Microsoft-organization-domain>.crm.dynamics.com/api/data/v9.0

For example:

https://brightpatterndev.crm.dynamics.com/api/data/v9.0

Client ID

The application (client) ID of your registered app in the Azure portal

Client Secret

The client secret (i.e., app key) of your registered app in the Azure portal

Refresh token

Authenticates your Microsoft account and allows you to consent on behalf of your organization

Test connection

Tests the connection between Bright Pattern and Microsoft


Step 3: Save!

Click Apply to save your changes. This completes the process of adding a Microsoft Dynamics 365 integration account.

< Previous | Next >
Retrieved from "https://help.brightpattern.com/index.php?title=5.19:Microsoft-dynamics-365-integration-guide/Configuration/AddIntegrationAccount&oldid=145384"