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<translate>= Microsoft Dynamics 365 Integration =
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= Microsoft Dynamics 365 Integration =
 
 
Microsoft Dynamics 365 is a cloud customer relationship management (CRM) solution running on Microsoft Azure. Dynamics 365 uses a suite of business applications connected through a common Microsoft cloud platform to provide insights into a business’s customers, interactions, and operations.
 
Microsoft Dynamics 365 is a cloud customer relationship management (CRM) solution running on Microsoft Azure. Dynamics 365 uses a suite of business applications connected through a common Microsoft cloud platform to provide insights into a business’s customers, interactions, and operations.
  
 
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.
 
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.
  
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For more information, see the [[Microsoft-dynamics-365-integration-guide/Introduction/About |  Microsoft Dynamics 365 Integration Guide]].
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For integration properties, see the ''Microsoft Dynamics 365 Integration Guide'', section [[Microsoft-dynamics-365-integration-guide/Configuration/AddIntegrationAccount |  Reference: How to Add an Integration Account]].
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== Properties ==
 
 
[[File:MS4-Integration.PNG|650px|thumbnail|center|Microsoft Dynamics 365 integration account properties]]
 
[[File:MS4-Integration.PNG|650px|thumbnail|center|Microsoft Dynamics 365 integration account properties]]
  
  
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=== Type ===
 
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By default, “Microsoft Dynamics 365” because this is the type of integration account you are creating
 
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=== Name ===
 
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The unique name (any) of the integration account
 
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=== Default account ===
 
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Because it is possible to have multiple integration accounts of this type, select this checkbox to enable this account as the default.
 
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=== Authorization URL ===
 
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The authorization code. See the ''Microsoft Dynamics 365 Integration Guide'', section [[Microsoft-dynamics-365-integration-guide/Configuration/IntegrationConfiguration |  Integration Configuration > How to Get Authorization URL]]
 
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=== Token URL ===
 
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The “Home page” value (i.e., “http://localhost”) of your Azure registered app.
 
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=== API URL ===
 
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The API's URL with your instance name (e.g., “https://example.crm.dynamics.com/api/data/v9.0”)
 
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=== Client ID ===
 
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The application ID of your Azure registered app.
 
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=== Client Secret ===
 
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Your Azure registered app key that allows access to Microsoft's Web API.
 
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=== Request token ===
 
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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.
 
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=== Refresh token ===
 
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The refresh token that allows access to Microsoft's Web API.
 
  
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=== Test connection ===
 
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Tests the credentials and confirms whether the connection between Bright Pattern and Microsoft is valid.
 
  
  
  
 
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Revision as of 20:46, 18 October 2019

Other languages:
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• 5.19 • 5.3 • 5.8

Microsoft Dynamics 365 Integration

Microsoft Dynamics 365 is a cloud customer relationship management (CRM) solution running on Microsoft Azure. Dynamics 365 uses a suite of business applications connected through a common Microsoft cloud platform to provide insights into a business’s customers, interactions, and operations.

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.

For integration properties, see the Microsoft Dynamics 365 Integration Guide, section Reference: How to Add an Integration Account.


Microsoft Dynamics 365 integration account properties



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