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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Standard Authentication | Modern Authentication | |
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Safety | Simple for the end-user, but less secure. | Slightly more complex for the end user, but also more secure. |
User experience | Authentication happens automatically, within the iframe of phone widget. No special actions are needed from end user, the phone logs in seamlessly. | Authentication happens within a pop-up window. User might be prompted to click a link to open authentication window, if opening pop-ups is disabled for the site. |
Token issuer | Access token is issued by Enreach API. | Access token is issued by the Identity Provider (e.g. Azure AD) of your organization, leveraging Keycloak identity and access management solution as a fundamental intermediary. |
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