How to Setup the Microsoft Dynamics 365 Integrator - Revision history

ERyter at 15:46, 16 June 2026

2026-06-16T15:46:24Z

← Older revision		Revision as of 10:46, 16 June 2026
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	# Add Domain to URL Section (This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)		# Add Domain to URL Section (This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)
	# Integration Successfully Linked		# Integration Successfully Linked
	#* Screen Prompt: <code>Integration Successfully Enabled, you can now close this window</code>		#* Screen Prompt/Confirmation Message: <code>Integration Successfully Enabled, you can now close this window</code>
	#* ~~Showing~~ "Enabled" in the ~~Nova Portal~~ (~~enabled~~ button will change to blue)		#* Nova Integrator Status: Microsoft Dynamics 365 is now showing "Enabled" in the "Integrations" tab (button will change to blue).
	# Adding Users to the Integrator		# Adding Users to the Integrator
	## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365 in the Nova Portal.		## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365 in the Nova Portal.

ERyter at 15:40, 16 June 2026

2026-06-16T15:40:28Z

← Older revision		Revision as of 10:40, 16 June 2026
Line 16:		Line 16:
	# Integration Successfully Linked		# Integration Successfully Linked
	#* Screen Prompt: <code>Integration Successfully Enabled, you can now close this window</code>		#* Screen Prompt: <code>Integration Successfully Enabled, you can now close this window</code>
	#* ~~Enable Button Turns Blue~~ in the Nova Portal.		#* Showing "Enabled" in the Nova Portal (enabled button will change to blue)
	# Adding Users to the Integrator		# Adding Users to the Integrator
	## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365 in the Nova Portal.		## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365 in the Nova Portal.

ERyter at 15:39, 16 June 2026

2026-06-16T15:39:07Z

← Older revision		Revision as of 10:39, 16 June 2026
Line 15:		Line 15:
	# Add Domain to URL Section (This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)		# Add Domain to URL Section (This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)
	# Integration Successfully Linked		# Integration Successfully Linked
	## Screen Prompt: "Integration Successfully Enabled, you can now close this window" Enable Button Turns Blue in the Nova Portal.		#* Screen Prompt: <code>Integration Successfully Enabled, you can now close this window</code>
			#* Enable Button Turns Blue in the Nova Portal.
	# Adding Users to the Integrator		# Adding Users to the Integrator
	## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365 in the Nova Portal.		## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365 in the Nova Portal.

ERyter at 16:58, 15 June 2026

2026-06-15T16:58:09Z

← Older revision		Revision as of 11:58, 15 June 2026
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	##* Call Event: <code><nowiki>[[call_event]]</nowiki></code>		##* Call Event: <code><nowiki>[[call_event]]</nowiki></code>
	##* Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>		##* Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>


			<code>If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket.</code>

ERyter at 16:52, 15 June 2026

2026-06-15T16:52:07Z

ERyter at 16:46, 12 June 2026

2026-06-12T16:46:14Z

← Older revision		Revision as of 11:46, 12 June 2026
Line 19:		Line 19:
	## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365		## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365
	## Enable Users for Calls, SMS, and Meetings Data		## Enable Users for Calls, SMS, and Meetings Data
	## In the "Advanced" is where the Tokens can be located (Please note: Any edits to this can affect the outcome of the task within Microsoft Dynamics 365) - Contact: <code><nowiki>[[phone_number]]</nowiki></code> - Employee: <code><nowiki>[[employee]]</nowiki></code> - Call Direction: <code><nowiki>[[call_direction]]</nowiki></code> - Call Time: <code><nowiki>[[call_start]]</nowiki></code> - Call Event: <code><nowiki>[[call_event]]</nowiki></code> - Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>		## In the "Advanced" is where the Tokens can be located (Please note: ''Any edits to this can affect the outcome of the task within Microsoft Dynamics 365'')
			##* Contact: <code><nowiki>[[phone_number]]</nowiki></code>
			##* Employee: <code><nowiki>[[employee]]</nowiki></code>
			##* Call Direction: <code><nowiki>[[call_direction]]</nowiki></code>
			##* Call Time: <code><nowiki>[[call_start]]</nowiki></code>
			##* Call Event: <code><nowiki>[[call_event]]</nowiki></code>
			##* Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>

ERyter: Created page with "'''Administrator Access Required''': To set up this integration, you will need administrator access to your Microsoft Dynamics 365 account and an Office Manager scope within the Nova Portal. '''User Identity Matching:''' Email Address Identification: The Microsoft Dynamics Integrator uses email addresses to identify the correct agents/users in Microsoft Dynamics 365. No Email Present? If a Nova Agent/User doesn't have an email address, the Microsoft Dyn..."

2026-06-12T16:44:07Z

Created page with "'''Administrator Access Required''': To set up this integration, you will need administrator access to your Microsoft Dynamics 365 account and an Office Manager scope within the Nova Portal. '''User Identity Matching:''' Email Address Identification: The Microsoft Dynamics Integrator uses email addresses to identify the correct agents/users in Microsoft Dynamics 365. No Email Present? If a Nova Agent/User doesn't have an email address, the Microsoft Dyn..."

New page

'''Administrator Access Required''':

To set up this integration, you will need administrator access to your Microsoft Dynamics 365 account and an Office Manager scope within the Nova Portal.

'''User Identity Matching:'''

Email Address Identification: The Microsoft Dynamics Integrator uses email addresses to identify the correct agents/users in Microsoft Dynamics 365.

No Email Present? If a Nova Agent/User doesn't have an email address, the Microsoft Dynamics 365 administrator can add the user's extension number in Microsoft Dynamics 365 to enable identification.

Setup Steps:

# Login to the Nova Portal
# Go to the "Integration" Tab and Select on the "Enable" Button on Microsoft Dynamics 365
# Add Domain to URL Section (This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)
# Integration Successfully Linked: Screen Prompt: Enable Button Turns Blue:
# Adding Users to the Integrator
## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365
## Enable Users for Calls, SMS, and Meetings Data
## In the "Advanced" is where the Tokens can be located (Please note: Any edits to this can affect the outcome of the task within Microsoft Dynamics 365) - Contact: <code><nowiki>[[phone_number]]</nowiki></code> - Employee: <code><nowiki>[[employee]]</nowiki></code> - Call Direction: <code><nowiki>[[call_direction]]</nowiki></code> - Call Time: <code><nowiki>[[call_start]]</nowiki></code> - Call Event: <code><nowiki>[[call_event]]</nowiki></code> - Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>

← Older revision		Revision as of 11:52, 15 June 2026
Line 7:		Line 7:
	<u>Email Address Identification</u>: The Microsoft Dynamics Integrator uses email addresses to identify the correct agents/users in Microsoft Dynamics 365.		<u>Email Address Identification</u>: The Microsoft Dynamics Integrator uses email addresses to identify the correct agents/users in Microsoft Dynamics 365.

	<u>No Email Present?</u> If a Nova ~~Agent/~~User doesn't have an email address, the Microsoft Dynamics 365 administrator can add the user's extension number in Microsoft Dynamics 365 to enable identification.		<u>No Email Present?</u> If a Nova User doesn't have an email address, the Microsoft Dynamics 365 administrator can add the user's extension number in Microsoft Dynamics 365 to enable identification.

			'''Setup Steps:'''
	Setup Steps:

	# Login to the Nova Portal		# Login to the Nova Portal
	# Go to the "Integration" Tab and Select on the "Enable" Button on Microsoft Dynamics 365		# Go to the "Integration" Tab and Select on the "Enable" Button on Microsoft Dynamics 365<blockquote>[[File:365Integrator.png\|frameless\|600x600px]]</blockquote>
	# Add Domain to URL Section (This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)		# Add Domain to URL Section (This will launch a window to Accept/Approve the Connection between the Integration and Microsoft Dynamics)
	# Integration Successfully Linked: Screen Prompt: Enable Button Turns Blue:		# Integration Successfully Linked
			## Screen Prompt: "Integration Successfully Enabled, you can now close this window" Enable Button Turns Blue in the Nova Portal.
	# Adding Users to the Integrator		# Adding Users to the Integrator
	## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365		## Hit the "Pencil" Icon to the Right of Microsoft Dynamics 365 in the Nova Portal.
	## Enable Users for Calls, SMS, and Meetings Data		## Enable Users for Calls, SMS, and Meetings Data
	## In the "Advanced" is where the Tokens can be located (Please note: ''Any edits to this can affect the outcome of the task within Microsoft Dynamics 365'')		## In the "Advanced" is where the Tokens can be located (Please note: ''Any edits to this can affect the outcome of the task within Microsoft Dynamics 365'')
	##* Contact: <code><nowiki>[[phone_number]]</nowiki></code>		##* Contact: <code><nowiki>[[phone_number]]</nowiki></code>
	##* Employee: <code><nowiki>[[employee]]</nowiki></code>		##* Employee: <code><nowiki>[[employee]]</nowiki></code>