Posts

Integrating Dynamics 365 Contact Center with Azure Communication Services (ACS)

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As mentioned in my previous blog post about Azure prerequisites, there are two options for setting up Azure Communication Services (ACS) : Create a new resource , or Use an existing resource ⚠️ Note: ACS must be configured before you can purchase a phone number. ✅ Prerequisites Before Integration Ensure the following components are set up: Azure Subscription Resource Group Azure Communication Service (ACS) Event Subscriptions: One for Incoming Calls One for Recording (Optional) One for SMS , if you're using SMS functionality Application User: The application user or its owner must have at least Contributor permission on the ACS resource Without this permission, you won't be able to create event subscriptions or link ACS to D365 Contact Center 🔁 Steps to Integrate Dynamics 365 Contact Center with ACS In Dynamics 365 , go to: Customer Support > Channels > Manage in Phone Numbers Click Get Started In the Azure Commun...

Dynamics 365 Contact Center: A Step-by-Step Guide Installation and Licensing

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Many of us have been exploring Dynamics 365 Contact Center using the trial environment, which is great for initial testing and familiarisation. However, when it's time to move into a real-world scenario particularly within a sandbox or production environment, there are important setup steps to follow. One common challenge is understanding the licensing model. With recent updates to Dynamics 365 licensing, it can be confusing to determine which licenses are required for different use cases and roles. In this blog, I’ll walk through the key steps for installing D365 Contact Center in a sandbox environment and share some clarity on the current licensing options to help you plan your deployment more confidently. Dynamics 365 Licensing: Dynamics 365 Contact Center (for both voice and message channels)  Dynamics 365 Contact Center Voice (for voice channel) Dynamics 365 Contact Center Digital (for digital messaging channel) You can get Contact Center and Customer Service Capabilities b...

Get the profile picture of your colleagues through Delve

I cannot remember where I got the link from, however, having this link to get our colleagues' profile picture is pretty handy to prepare the slides which needs their photos. The steps are pretty straight forward: Login to your https://www.microsoft365.com/ Go to your Delve app Once you access Delve, copy and paste this link below in the new tab. https://aus.delve.office.com/mt/v3/people/[email protected] If you colleague has the profile picture uploaded, then you will be able to retrieve it from here.

The effect of enabling the Multi Factor Authentication for Skype for Business

I wrote this was because of one of my colleagues was unable to access his Skype for Business after enabling the MFA of his Office 365's account. Symptom After enabling the Multi-Factor Authentication on the Office 365 of the users, it keeps asking you to log in again. Caused By default, the application in the Office 365 in the matter Skype for Business is not using Modern Authentication. Solution Enable the Modern Authentication for Skype for Business per user. (It is because not every user has MFA enabled) Steps Download Skype for Business Online, Windows PowerShell Module   https://www.microsoft.com/en-us/download/details.aspx?id=39366 Use PowerShell and run below import-module LyncOnlineconnector $credential=get-credential $cssession = New-CsOnlineSession –Credential $credential import-pssession $cssession Set-CsOAuthConfiguration -ClientAdalAuthOverride Allowed Get-CsOAuthConfiguration

Removing the auto connect to the Office 365 account on Microsoft Edge

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If anyone ever has experienced the same as me where the Microsoft Edge browser is automatically logging in into your Office 365. Issue  Unable to forget/remove the Office 365 account as you cannot see the three dots to remove it. Solution  Remove the Office 365 account from the User Settings on your computer. Follow the steps per below: 1. Go to Control Panel 2. Go to User Account 3, Click  Make changes to my account in PC settings 4. Click the  Access work or school  on the left-hand side then click the  Microsoft work or school account  as per the screenshot below and click  Disconnect  button. Re-open your Microsoft Edge and your Microsoft account will disappear from it.

Internet accessible URLs required for connectivity to Microsoft Dynamics CRM Online (if you are using proxy on your envinroment)

Symptoms You cannot access Microsoft Dynamics CRM Online, or specific URLs fail to load when you use Microsoft Dynamics CRM. When you try to configure Microsoft Dynamics CRM for Outlook, you receive the following error message:  The server address (URL) is not valid Additionally, a network error message is displayed if you monitor network traffic or web requests. The error is logged as an HTTP 502 error.  Cause A proxy or firewall may be configured to prevent Microsoft Dynamics CRM URLs from accessing server resources. Resolution Add the following URLs to the white list to allow traffic to proceed to these URLs. North America-based organizations:  • http://login.microsoftonline-p.com • https://login.live.com • https://secure.aadcdn.microsoftonline-p.com • http://crl.microsoft.com/pki/crl/products/microsoftrootcert.crl • https://online.dynamics.com • https://mbs.microsoft.com • https://go.microsoft.com • https://urs.mic...

Status Code and State Code for the entity of Microsoft Dynamics CRM

This is an info for you when you like to change the status and the status reason of the record in CRM but not knowing what is the state code or status code in the database. Please see the table per below: Entity Status (statecode) Associated Status Reason (statuscode) Account (account) 0 Active 1 Active 1 Inactive 2 Inactive Activity (activitypointer) 0 Open 1 Open 1 Completed 2 Completed 2 Canceled 3 Canceled 3 Scheduled 4 Scheduled Appointment (appointment) 0 Open 1 Free 2 Tentative 1 Completed 3 Completed 2 Canceled 4 Canceled 3 Scheduled 5 Busy 6 Out of Office Article (kbarticle) 1 Draft 1 Draft 2 Unapproved 2 Unapproved 3 Published 3 Publishe...