Features
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.
Using Bright Pattern, you can engage with Dynamics 365 customers on their channel of choice, whether it’s voice, web chat, email, video, SMS, or social messaging, while gaining insights on customer behavior and tracking all interactions in context in activity history.
Integration with Dynamics 365 provides the following features:
- Single sign-on with Microsoft Azure using SAML 2.0
- Screen-pop data objects to agents
- Transfer screen with transfer
- Switch screen contents when switching between conversations
- Click-to-dial functionality
- Ability to associate objects with the conversation
- Activity history
- Play recordings from within activity history
- Direct access to Dynamics 365 data via Microsoft Web API
- Automatic contact identification and contact creation via Dynamics 365 data
- Dynamics 365 records management via scenarios
- Create new objects
- Update objects
- Delete objects
- Search objects
- Screen-pop objects
- Embedded Agent Desktop widget in Dynamics 365 environment
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