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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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Disabling a Voice for Dynamics 365 user is done by removing the Voice user role from the selected user in D365 and the Enreach User Id from the configurator App.

  • For CIF1 (Classic Model Driven Apps) remove the Voice user role from the user.

  • For CIF2 (Multisession Apps) Remove the Voice User role and also remove the user from the Agent Experience Profile.

https://benemen.atlassian.net/wiki/spaces/PD/pages/2420539799/Voice+for+Dynamics+365+Configuration+Guide#%5BinlineExtension%5D1.5.2.2-Assign-users-to-Agent-Experience-Profile-(CIF2)

Note: If your organization is using some other D365 custom role or team based privileges with Voice for Dynamics 365 privileges included be sure to remove that particular role from the user.

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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