Voice for Dynamics 365 is an embedded CCaaS solution. Use your CRM as a contact center without separate voice channels. All customer data is stored in one place to create a 360-degree customer view.
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The role can be found in: Advanced Settings → Security → Users or Teams, to be assigned for the D365 user.
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Enreach User Id – unique identifier of the user in Enreach Cloud
Enreach User Email (optional) - should be filled in if email user in D365 differ from Enreach Cloud
After the role is assigned and User Id set, the user is ready to use Voice for Dynamics 365. If your users also use the Enterprise Calls functionality, please see the needed steps here:
Disabling an user is done by removing the
User authentication
Authentication can happen in two different ways. This is a decision made by your organization which one to use, so end users cannot change the way of authentication.
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