Microsoft Dynamics Integrator

OneCloud Integrations | How to Setup the Microsoft Dynamics 365 Integrator in UCaaS Portal

How to Setup the Microsoft Dynamics 365 Integrator in UCaaS Portal
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Administrator Access Required

To set up this integration, you will need administrator access to your Microsoft Dynamics 365 account and at least an Office Manager within the UCaaS portal.
Warning
User Identity Matching
Email Address Identification: The OneCloud Portal uses email addresses to identify users in Microsoft Dynamics 365.
No Email Present? If a UCaaS Agent/User doesn't have an email address, the Microsoft Dynamics 365 administrator can add the user's extension number in Microsoft Dynamics 365 to enable identification.
Setup Steps

Step 1: Login to the OneCloud Portal



Step 2: Go to the "Integration" Tab and select the "Enable" button to the right of Microsoft Dynamics 365





Step 3: Add Domain to URL Section



(This will launch a window to Accept/Approve the Connection)


Step 4: Integration Successfully Linked



Screen Prompt:
Screen Prompt

Step 5: Adding Users to the Integrator

a. Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365



b. Enable Users for Calls, SMS, and Meetings Data


c. Access Tokens via the Advanced Section
Alert
Please Note: Any adjustments to the tokens may alter the data pushed to the Microsoft Dynamics 365 platform.


   
Default Tokens: 

      Contact: [[phone_number]]

      Employee: [[employee]]

      Call Direction: [[call_direction]]

      Call Time: [[call_start]]

      Call Event: [[call_event]]

      Recording: [[recording_url]] [[transcription]]

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If you have any questions or issues please reach out to OneCloud Support