If enabled for your account, you can retrieve data from a linked Microsoft Dynamics 365 account. You can also create and update records in your linked Dynamics 365 account.
Using the Data Connector applet you can retrieve data from a Microsoft Dynamics 365 account. For information about the Data Connector applet, see Data Connector applet. Vonage Contact Center (VCC) stores retrieved data in data Connector, one data source for each specified field of each retrieved Dynamics record. VCC prepares these data sources when you save the Data Connector applet, using a consistent naming convention. You can configure subsequent applets (such as a Data Announcer, a Data Router, another Data Connector applet, or an Automatic Call Distributor applet) in your interaction plan to use the data sources created.
Before you do so, you must link your Vonage Contact Center account to a Microsoft Dynamics 365 account. For information, see Linking Vonage Contact Center to a Microsoft Dynamics 365 account.
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