Enabling Dynamics in Connect

This is the last step. Have all five details from the previous steps to hand before you start.

1. Click Apps in the left-hand menu.

The Apps item in the Connect left-hand menu

2. Click Connect Dynamics.

The Connect Dynamics button on the Apps screen

3. Enter your Dynamics URL, contacts app ID, tenant ID, client ID and client secret.

4. Click Save.

The Save button on the Dynamics details form

Dynamics contacts should now turn up when you search in Connect, and callers who match one will arrive with their name attached. If nothing matches, check the phone number format setting against the way your Dynamics records store numbers.

Dynamics app user

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