Prerequisites
To configure Microsoft Azure and the Dynamics 365 CRM for Web API access, you must have login credentials for Microsoft’s portal at portal.office.com. If you are unable to log into Microsoft directly, please contact your Microsoft system administrator to review permission and access level settings. You must have administrative privileges to create registered applications and enterprise applications.
You must have access to your organization’s Dynamics 365 CRM with proper security roles and global administrator privileges.
Bright Pattern Contact Center version 5.3.5 or later is required.
For your Dynamics 365 environment, note that the majority of sales and customer service core functionalities have moved to the Unified Interface client; other client types will be discontinued in 2020. We recommend switching to the Unified Interface client.