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Overview

To integrate Microsoft Dynamics 365 in your Bright Pattern Contact Center operations, you should complete our integration configuration steps in the following order:

1. Configuration Section A: Enable Scenarios and Access to Dynamics 365
   
   
2. Configuration Section B: Enable Agent Desktop Integration
   
   
3. Configuration Section C: Enable Sessions and Channels
   
   
4. Reference: How to Add an Integration Account in Bright Pattern
   
   
5. Optional: Configuring Screen Pop for Preview Campaigns
   
   
6. Enable Single Sign-On< Previous | Next >