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Click “Enable Integration” on the Dynamics 365 integration panel and provide Tenant ID and Service URL values according to your CRM settings (see below for specific instructions).
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Click Save & Continue. You will then be redirected to the CRM webpage for authentication.
After the successful authentication, accept requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal to finalize finalise the integration.
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You need to sign in with your MS organization admin credentials. |
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In the Ringotel Shell portal map your Dynamics 365 users with the once created in Ringotel. Click “Map users” button to automatically map users with the same email address in both systems.
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Once the contacts are loaded, click the Import button to start the import. It may take some time to finish, depending on the number of contacts in your CRM. You may close the window as the process will be finished on the background.
How to find your Tenant ID
To find your Tenant ID you need to access your Azure portal https://portal.azure.com. In the Azure portal:
Click on Settings button on the top menu.
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In the Directories + subscriptions settings, your tenant is the Directory ID.
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How to find your Service URL
The Service URL is your Dynamics portal web address(domain), for example: https://org6a5ac2c3.crm4.dynamics.com
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Please specify only your Dynamics portal domain (prior to slash), i.e. https://org6a5ac2c3.crm4.dynamics.com but not https://org6a5ac2c3.crm4.dynamics.com/main.aspx?appid=8898ff7d-32ed-xxxxx-xxxx-000d3addc792 |