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  • 1.  Screen pop my dynamics and route to call flow

    Posted 03-15-2017 05:58

    Hi,

     

    I need help in creating a screenpop for MS dynamics on purecloud.

    the customer information needs to be displayed tot he agent answering the call.

    so far I have setup the bridge server and added the connector with the login details.

    Can anyone please tell me how to do this as I am new to purecloud and this will be my first time setting up a call flow with screen pop.



  • 2.  RE: Screen pop my dynamics and route to call flow

    GENESYS
    Posted 03-31-2017 16:34

    The main instructions for adding the data dip to Architect are here https://help.mypurecloud.com/articles/use-bridge-actions-in-architect-for-microsoft-dynamics-crm-data-dip-connector/

     

    Setting up Screen Pops in Architect instructions are here https://help.mypurecloud.com/articles/screen-pops-architect/ and in the Related Articles linked at the bottom.

     

     



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