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< 5.8:Microsoft-dynamics-365-integration-guide‎ | Configuration
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Contents

  • Microsoft Dynamics 365 Integration Guide
  • Introduction
  • Configuration
    • Overview
    • Prerequisites
    • Configuration Section A: Enable Scenarios and Access to Dynamics 365
    • Configuration Section B: Enable Agent Desktop Integration
    • Reference: How to Add an Integration Account in Bright Pattern
    • Optional: Configuring Screenpop for Preview Campaigns
  • Usage

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. Reference: How to Add an Integration Account in Bright Pattern

  4. Optional: Configuring Screen Pop for Preview Campaigns
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