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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

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  2. Microsoft Dynamics 365 data actions integration content list
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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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