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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Availability and Display Number
Please see: Availability and Display number
Upcoming Availabilities
Please see: Upcoming availabilities
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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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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 (or team membership) from the user.
User authentication
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Voice for Dynamics 365, release notes
Azure App Registration expiration and needed actions
If customer has not used the recommended Cloud Shell script to create the client secret with 100 years expiration (described in the chapter 1.2 below) it has to be renewed after 2 years. Microsoft limits the expiration of secret keys created on the user interface to 2 years if the script is not used.
It is very important for the customer organization to get automated expiration alerts from Azure if the App secret is about to Expire! After the expiration the connection between Enreach services and WebPhone users is lost if it’s not renewed in time.
Customer must send the renewed App registration information to Enreach before the expiration date so the client secret can be updated also in Enreach Azure.
After this the Voice for Dynamics 365 Back-end needs to be updated by Enreach deployment team with the correct App registration data (per environment if needed) for the integration to work.
The decision to use (or not to use) the Cloud shell script when installing Voice for Dynamics 365 is the decision of the customers IT organization. Customers' IT policies can have an effect whether the script can be used.
Enterprise Calls
Enterprise Calls enable phone call activity creation in Dynamics 365 for phone calls which were not already done and created by Voice for Dynamics 365 embedded webphone. Main use case is customer calls answered/made in another Enreach Cloud voice endpoint e.g. Mobile and Voice for Teams phone calls.
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