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Revision as of 23:00, 2 November 2026 by Wyler.metge (talk | contribs) (Updated via BpClonePage extension. Source page: draft:Microsoft-dynamics-365-integration-guide/Configuration)

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Contents

  • Microsoft Dynamics 365 Integration Guide
  • Introduction
  • Configuration
  • Usage

Configuration

  • Overview
  • Prerequisites
  • Configuration Section A: Enable Scenarios and Access to Dynamics 365
  • Configuration Section B: Enable Agent Desktop Integration
  • Configuration Section C: Enable Sessions and Channels
  • Reference: How to Add an Integration Account in Bright Pattern
  • Optional: Configuring Screenpop for Preview Campaigns
  • Enable Single Sign-On
  • Configuration Section C: Enable Agent Desktop Integration for CIF2.0
  • Upgrading Your Integration to Comm Widget 2.0 (CIF 1.0)
  • Upgrading Your Integration to Comm Widget 2.0 (CIF 2.0)
  • CIF 1.0 and CIF 2.0: Single-Session versus Multi-Session Integrations
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