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Microsoft Dynamics 365 Integration Activation

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Notes: 

  • If you are already using our Microsoft Dynamics 365 integration and CTI and you wish to start using our T4D365 app based features such as Talkdesk activities for D365, you only need to follow the “Installing the T4D365 App” section.

 

 Index:

 

Installing the T4D365 App

 Access the environment

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  1. Go to https://make.powerapps.com/environments.
    1. Log in with your Microsoft account.
    2. Choose your Environment instance on the right-side menu.

 

Import the solution

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  1. Go to Solutions.

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  1. Click the Import button in the action menu.

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  1. Browse for the solution file (ex: T4D365.zip).

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  1. Make sure that the option “Enable Plugin steps and flows included in the solution“ is selected.

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  1. Click the Import button.

 

Creating an App in your Azure account

To get started, you need to create an App in Azure and have access to MS Dynamics 365, so that Talkdesk has the required access to synchronize data.

Note: The following steps should be executed by an Admin user in your organization. They are based on Microsoft's steps to register an app.

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  1. Log in to portal.azure.com using the Office 365 administrator user of your Dynamics CRM subscription.
  2. In the Azure Active Directory, go to App registrations [1] and add new application registrations by clicking on New registration [2].

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  1. On  the “Register an application” page, enter your application's registration information:
    • “Name”: Enter a meaningful application name to be displayed to users of the app.
    • “Supported account types”: Select which accounts you would like your application to support. Choose “Accounts in this organizational directory only”.
    • Click Register [3] to finish the registration process.

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  1. Right after the registration, the new app is presented to you. Go to Certificates & secrets [4].
  2. Add a new client secret by clicking on New client secret [5]. Then, enter a description and expiration, and click the Add button.

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  1. A secret value is created, which the application uses to provide its identity. Save the value in a safe location, as this is the only time it is displayed.

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  1. Go to Overview [6], locate the “Application (client) ID” and the “Directory (tenant) ID”. Save these for future reference.

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  1. Go to API permissions [7] and click on Add a permission [8].

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  1. Select Dynamics CRM [9].

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  1.  Select Delegated permissions [10], followed by user_impersonation [11], and click on the Add permissions [12].

Next, you will need to create an Application User within Dynamics 365.

 

Adding a CRM Application User

Note: An Admin user in your organization should execute the following steps. They are based on Microsoft's documentation on creating users and assigning security roles, and creating Application User.

 

  1. Go to Power Platform Admin center: https://admin.powerplatform.microsoft.com/environments.

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  1. Navigate to Environments.

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  1. Choose the environment that you wish to configure.

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  1. Under Access on the right side menu, select S2S Apps.

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  1. Click on New app user [1].

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  1. Create a new app user.
    1. Click on Add an app.
      • Choose the app that you have registered in the Azure portal.
    2. Select your “Business unit”.
    3. Set the “Security role”.
      • Choose “Talkdesk Integration User” if you have the T4D365 solution installed, otherwise chose the appropriate security role that you have created for this proposal.
    4. Click the Create button.

 

Setting up your Talkdesk Account

For the CTI integration to work, you need to have the Dynamics 365 integration added and correctly configured in your Talkdesk account.

Note: If you are in Talkdesk Workspace, you can access the integration and all features described below by navigating to the Talkdesk Builder app. For more information, please refer to this article.

 

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  1. Log in to your Talkdesk account as an Administrator.
  2. Click on the Admin [1] section at the top of the page.
  3. Select the Integrations [2] tab and then select click Add Integration [3]
  4. Search for “Dynamics 365”.

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  1. Click on Add Integration [4]. This will take you to the configuration for Dynamics 365.

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  1. Fill out the form with your Dynamics 365 credentials and select the appropriate boxes to customize the configuration of this integration:
    • “Account” (mandatory field): Name of your MS Dynamics 365 Instance (e.g.: MyDyn365).
    • “Agent Email” (mandatory field): Username (email) of the user that will be running the services used to connect to MS Dynamics for synchronization data. To check this information:
      • Refer to “Adding a CRM Application User” above.
      • Select the newly created user and got to Details.
      • Copy the Email address [5].
    • “API Token” (mandatory field): The input value is 1.
    • “Your MS Tenant Name” (mandatory field): GUID of MS Tenant ID (e.g.: 8bf4de6a-44f0-4059-9egd-8ba33d080414). Use the tenant id previously created; refer to “Creating an App in your Azure account” (step 7 “Directory (tenant) ID”).
    • “Your Dynamics 365” url (mandatory field): Base url of your MS Dynamics 365 URL (e.g.: https://MyDyn365.crm.dynamics.com/).
    • “Your application id/client id” (mandatory field): Client id from the app that is registered in Azure. Use the client id previously created; refer to “Creating an App in your Azure account” (step 7 “Application (Client) ID”).
    • “Your application client secret” (mandatory field): Client secret from the app that is registered in Azure. Refer to “Creating an App in your Azure account“ (step 5, field “Value“).
    • “Connect to CTI”: Check the box to enable the connection to the Talkdesk CTI. If you’re not using the Talkdesk CTI within your Dynamics 365 integration, please leave it unchecked.
    • “Synchronize Contacts”: Check the box to import and synchronize contacts from Dynamics 365.
    • “Synchronize Agents”: Check the box to synchronize agents from Dynamics 365. Agents are linked based on their email addresses and can unlock advanced integration features.
    • “Load Interactions”: Check the box to automatically load past interactions (e.g., cases) with your contacts when opening their profile.
    • “Preview Actions”: Check the box to use your custom values and fields that you configured in Dynamics 365
      • Note: This may impact performance and API limits.
    • “Interaction Types”: Select the type of interactions you want to load (Case, Task, and/or Note).
    • “Contact Types”: Select the type of contacts you want to load (Contact and/or Lead).
  1. Once all the fields are filled in, click Save [6] in the bottom right corner of the page.
  2. Step required only if you are using Talkdesk CTI within your Dynamics 365 integration: go to the Agents tab, select the applicable agents, and set the Client Integration to Dynamics 365. For more details, please refer to this article, section Assigning Client Integrations per Agent.

The Talkdesk for Dynamics 365 integration is now complete, and you can start adding your automations.

If you have any questions or would like any assistance, do not hesitate to contact Talkdesk Support.



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