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  1. Home
  2. Microsoft Dynamics 365 data actions integration content list

Microsoft Dynamics 365 data actions integration content list

This article lists all relevant content for the Microsoft Dynamics 365 data actions integration.

General

  • About integrations
  • Deprecation: Microsoft Dynamics CRM data dip connector

Integration

Overview

  • About the integration
  • Release notes 
  • Data actions FAQs
  • How the integration works
  • Concepts

Setup

  • Requirements
  • Register the integration
  • Add the integration
    • Edit, deactivate, or delete an integration

Security

  • Security for data actions
    • IP addresses
    • Authentication

Data actions general

  • Manage actions
  • Manage individual actions

Create, test, and edit data actions

  • About custom actions
  • Create a custom action
    • Add contracts to custom actions
    • Add configuration to custom actions
      • Request configuration
      • Response configuration
      • Velocity macros
    • Modify configuration in custom actions
  • Test data actions for integrations
    • Data action fails during testing
  • Edit, copy, or delete a data action for integrations
  • Import or export a data action for integrations

Use data actions

  • Use data actions
    • Use data actions in Architect
      • Example call flow
    • Use data actions in Scripts
  • Phone number searches

Troubleshoot

  • Troubleshoot
    • Data action does not appear in Genesys Cloud applications
    • Data action fails during testing
    • Data action fails in interaction flows
    • Data action that uses spaces or special characters fails
    • Unable to connect to Microsoft Dynamics 365


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Suggested Articles
  • About the data actions integrations
  • About the Microsoft Dynamics 365 data actions integration
  • Release notes for the Microsoft Dynamics 365 data actions integration
  • Troubleshoot the data actions integrations
  • Add a data actions integration
  • Genesys Cloud contact center features
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