Microsoft Dynamics 365 Widget

Microsoft Dynamics 365 Integration for the PBX Widget.

Usage

• Run the command npm install to install all the dependencies, then run npm run build to build the project.
• After building, copy the contents of the dist folder to a salesforce directory in your PBX webapps directory. EG C:\Program Files\Brekeke\pbx\webapps\pbx\etc\widget\dynamics
• Set your Dynamics 365 Channel Provider's Channel URL in the format [PBX_URL]/pbx/etc/widget/dynamics/index.html?crm=[YOUR_DYNAMICS_URL] Example if your PBX Domain is at https://brekeke.com, and dynamics instance is https://orgxyz.crm.dynamics.com The channel URL will be https://brekeke.com/pbx/etc/widget/dynamics/index.html?crm=https://orgxyz.crm.dynamics.com

Integrate widget with dynamics instance.

1. Install and configure Channel Integration Framework
   • Login into Dynamic365 using admin account.
   • Go to Settings => Customizations => Microsoft AppSource.
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   • Find Channel integration in the search bar, double-click on the item and then install it by clicking GET IT NOW
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   • Accept the term and condition and remember to choose the targeted environment:
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   • After the installation, open the Channel Integration Framework app and create new channel providers:
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   • Fill the information like image below, and Channel URL as mentioned in the usage section.
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2. Configure Call Log Activity
   • Go to Settings => Customizations => Customizations => Customize the Systems
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   • Go to Components => Entities and find Phone Call => Fields:
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   • Add 2 new fields:
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   • Go to Forms of Phone call:
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   • Click on the form you want to change the display, which is Phone Call for Interactive experience form.
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   • Do the same thing with Result field if you want to display it in phone call activity page.

Display audio recording in activity.

1. In the Phone Call for interactive experience Form, Click on Form Properties and follow the steps in the images below.
2. In form libraries section, click on add
3. Click on new
4. Fill in the values and upload the script file
5. Then save and publish it
6. Select the newly installed script and click on add.
7. Then under Event handlers, make sure the control is Form, select onLoad event and click on add.
8. Select the newly installed library, input recordingFileAudioTag as the Function, enable it and also ensure you tick the "Pass execution context as first parameter" option.
9. In the dependencies tab, add Recording File field to the dependent fields section. Then click OK
10. Click OK
11. Then save and publish changes.
12. The Recording File field should now appear as an audio element.