Step 1: Set the Enable Outbound Communication field value in the channel provider configuration
- Sign-in to Dynamics 365.
- Select the drop-down button on the Dynamics 365 and select Channel Integration Framework .
- Select a channel provider from the Active Channel Providers list.
- Set the Enable Outbound Communication field to Yes , and save the changes.
Step 2: Add the Channel Communication Control to the Unified Interface form
- Sign-in to Dynamics 365.
- Go to Settings > Customizations .
- Expand Entites > Contact and select Forms .
- Select the Contact form of the Main type from the list.
- Select the phone field for which you want to add the control. Double-click the Business Phone or Mobile Phone field. The Field Properties dialog appears.
- In the Field Properties dialog, choose Controls tab, and select the Add control... option.
- In the Add Control dialog, choose Channel Communication Control , and select Add .
- In the Field Properties dialog, select the radio buttons for Web , Phone , and Tablet , and then select Ok .
- Select Save , and then select Publish to publish all customizations.
General FAQs
- Create, retrieve, update, and delete entity records.
- Get and set Click-to-Act functionality.
- Search among records of a particular entity type.
- Get and set the panel width and so on.
View Dynamics 365 Channel Integration Framework in Dynamics 365
- Sign in to Dynamics 365.
- Select the drop-down button on Dynamics 365 and select Channel Integration Framework .
Create a simple Hello World! application
- Open Visual Studio 2017, and select File > New > Project to create a new project.
- Select the ASP.NET Web Application (.NET Framework) template for your project, and add any name to it.
Switching sessions
- The form section layout is 4 columns.
- The form has a web resource which defines the row size to 40 or greater, and also sets the form section layout to 4 columns.
- Screen size is 23.6 inch or higher.
Sample softphone widget
- The form section layout is 4 columns.
- The form has a web resource which defines the row size to 40 or greater, and also sets the form section layout to 4 columns.
- Screen size is 23.6 inch or higher.
Default sessions for providers
- The form section layout is 4 columns.
- The form has a web resource which defines the row size to 40 or greater, and also sets the form section layout to 4 columns.
- Screen size is 23.6 inch or higher.
Presence synchronization between multiple providers
- The form section layout is 4 columns.
- The form has a web resource which defines the row size to 40 or greater, and also sets the form section layout to 4 columns.
- Screen size is 23.6 inch or higher.
Form flickering when communication widget is expanded
- The form section layout is 4 columns.
- The form has a web resource which defines the row size to 40 or greater, and also sets the form section layout to 4 columns.
- Screen size is 23.6 inch or higher.