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Microsoft Dynamics 365 Integration
Microsoft Dynamics 365 is a cloud customer relationship management (CRM) solution running on Microsoft Azure. Dynamics 365 uses a suite of business applications connected through a common Microsoft cloud platform to provide insights into a business’s customers, interactions, and operations.
Through integration, you can access and use Dynamics 365 data in your Bright Pattern Contact Center operations, providing comprehensive customer service to your existing contacts. Our integration enables you to embed Bright Pattern’s Agent Desktop widget into your Dynamics 365 environment to get full call and chat capability in your CRM operations. In addition, integration allows contact center users, such as supervisors, to use Dynamics 365 data in contact center operations via a separate, pop-out Agent Desktop.
For more information, see the Microsoft Dynamics 365 Integration Guide.
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 integration 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 authorization code. See the Microsoft Dynamics 365 Integration Guide, section Integration Configuration > How to Get Authorization URL
Token URL
The “Home page” value (i.e., “http://localhost”) of your Azure registered app.
API URL
The API's URL with your instance name (e.g., “https://example.crm.dynamics.com/api/data/v9.0”)
Client ID
The application ID of your Azure registered app.
Client Secret
Your Azure registered app key that allows access to Microsoft's Web API.
Request token
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
The refresh token that allows access to Microsoft's Web API.
Test connection
Tests the credentials and confirms whether the connection between Bright Pattern and Microsoft is valid.
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