Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab

...

Click “Set up Enable Integrationin on the Dynamics 365 integration panel and provide Tenant ID and Service URL values according to your CRM settings.

...

Click Enabled and then Save Changes& Continue. You will then be redirected to the CRM webpage for authentication.

...

In the Ringotel Shell portal map your Dynamics 365 users with the once created in Ringotel. Users Click “Map users” button to automatically map users with the same email address in both systems will be mapped automatically.

...

Click Save changes. Now the integration should be configured for the mapped users.

...