From Bright Pattern Documentation
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Add Integration Account
After you have obtained all your credentials to access Dynamics 365 data via the Web API, it's time to use those credentials to connect Bright Pattern Contact Center to your Dynamics 365 apps. Connections to CRMs such Dynamics 365 are established through integration accounts, which are added in Bright Pattern's Contact Center Administrator application.
For more information, see the Contact Center Administrator Guide, section Microsoft Dynamics 365 Integration.
Step 1: Add new account
- In Contact Center Administrator > Integration Accounts, add an integration account of type Microsoft Dynamics 365.
Step 2: Edit 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 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 “How to Get Authorization URL”)
- Token URL - The “Home page” value (i.e., “http://localhost”) you entered in step 2.2 of this procedure
- 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 you got from step 2.2 of this procedure
- Client Secret - The key (see section QQQ)
- 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 you got from requesting the authorization URL (see “How to Get Authorization URL”).
- Test connection - Tests the credentials and confirms whether the connection between Bright Pattern and Microsoft is valid.
Step 3: Save!
Click Apply to save your changes. This completes the process of adding a Microsoft Dynamics 365 integration account.
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