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= Add Integration Account =
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= How to Add an Integration Account =
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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.
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Connections to Microsoft Dynamics 365 apps and data are established through integration accounts.
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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 [[Contact-center-administrator-guide/IntegrationAccounts/MicrosoftDynamics365 |  Microsoft Dynamics 365 Integration]].
 
For more information, see the ''Contact Center Administrator Guide'', section [[Contact-center-administrator-guide/IntegrationAccounts/MicrosoftDynamics365 |  Microsoft Dynamics 365 Integration]].
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[[File:Dynamics-Conf-23-54.PNG|800px|center]]
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== Step 1: Add new account ==
 
== Step 1: Add new account ==
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# 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]]
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# 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]]
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== Step 2: Edit properties ==
 
== Step 2: Edit properties ==
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[[File:Dynamics365-IntegrationA1-53.PNG|650px|thumbnail|center|Microsoft Dynamics 365 integration account properties]]
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[[File:MS4-Integration.PNG|650px|thumbnail|center|Microsoft Dynamics 365 integration account properties]]
  
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=== Type ===
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By default, “Microsoft Dynamics 365” because this is the type of integration account you are creating
  
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=== Type ===
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=== Name ===
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By default, “Microsoft Dynamics 365” because this is the type of integration account you are creating.
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The unique name (any) of the account
  
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=== Name===  
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=== Default account ===
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A unique name (any) for the integration account. If you have multiple Dynamics integration accounts, you may wish to choose a name that matches that of your registered app.
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Because it is possible to have multiple integration accounts of this type, select this checkbox to enable this account as the default
  
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=== Default account===  
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=== Authorization URL ===
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Because it is possible to have multiple integration accounts of this type, select this checkbox to enable this account as the default.
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The OAuth 2.0 authorization endpoint (v1) of your registered app in the Azure portal
  
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=== Authorization URL===  
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=== Token URL ===
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The “OAuth 2.0 Authorization Endpoint“ value that you copied from the Azure Portal in ''Azure Active Directory > App Registrations > Endpoints'' during [[5.3:Microsoft-dynamics-365-integration-guide/Configuration/WebAPIAccessConfiguration#Step_4:_Get_the_key_.28the_Client_Secret.29_and_endpoint |  Web API Access Configuration]], Step 4.3.
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The OAuth 2.0 token endpoint (v1) of your registered app in the Azure portal
  
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=== Token URL===  
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=== API URL ===
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The “OAuth 2.0 Token Endpoint” value that you copied from the Azure Portal in ''Azure Active Directory > App Registrations > Endpoints'' during [[5.3:Microsoft-dynamics-365-integration-guide/Configuration/WebAPIAccessConfiguration#Step_4:_Get_the_key_.28the_Client_Secret.29_and_endpoint |  Web API Access Configuration]], Step 4.3.
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The URL of Microsoft’s Web API, including your instance name in the following format:
  
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=== API URL===
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'''https://<your-Microsoft-organization-domain>.crm.dynamics.com/api/data/v9.0'''
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The API URL, which consists of your server URL (e.g., "https://brightpattern.crm.dynamics.com/") and "api/data/v9.0".
 
  
 
For example:
 
For example:
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https://brightpattern.crm.dynamics.com/api/data/v9.0
 
  
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=== Client ID===
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https://brightpatterndev.crm.dynamics.com/api/data/v9.0
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The “Application (client) ID” from the Azure portal in ''Azure Active Directory > App Registrations > Registered App Settings''.
 
  
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The application ID you got when adding a new registered app. See [[5.3:Microsoft-dynamics-365-integration-guide/Configuration/WebAPIAccessConfiguration#Step_1:_Add_new_registered_app |  Web API Access Configuration]], Step 1.3.3.
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=== Client ID ===
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The application (client) ID of your registered app in the Azure portal
  
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=== Client Secret===  
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=== Client Secret ===
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The top-secret App Key you copied from the Azure Portal in ''Azure Active Directory > App Registrations > Registered App Settings''> API Access > Keys''. See [[5.3:Microsoft-dynamics-365-integration-guide/Configuration/WebAPIAccessConfiguration#Step_1:_Add_new_registered_app |  Web API Access Configuration]], Step 4.1.4.
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The client secret (i.e., app key) of your registered app in the Azure portal
  
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=== Request token===  
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=== Refresh token ===
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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.
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Authenticates your Microsoft account and allows you to consent on behalf of your organization
  
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=== Refresh token===  
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=== Test connection ===
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The refresh token that allows access to Microsoft's Web API.
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Tests the connection between Bright Pattern and Microsoft
  
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=== Test connection ===
 
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Tests the credentials and confirms whether the connection between Bright Pattern and Microsoft is valid.
 
  
 
== Step 3: Save! ==
 
== Step 3: Save! ==

Revision as of 21:18, 5 September 2019

• 日本語
• 5.19 • 5.3 • 5.8

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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.



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