D365 - Dynamics 365

[D365]

The D365 data source in SCA provides access to contacts stored within your Microsoft Dynamics 365 environment. Contacts are queried via the Dataverse API, and contacts are managed in your Dynamics 365 tenant.

App Configuration Parameters

Defaults (SecContacts.Defaults):

• D365_Enabled → Enables or disables the D365 data source.

• D365_InitValue → Sets the default position of the user’s switch for this data source (on = shown, off = hidden) when SCA is first launched.

Service URLs (SecContacts.ServiceUrls):

• SecContacts.ServiceUrls → Set this parameter to add the URL of your Dynamics 365 environment.

• Using ServiceUrls, administrators can also configure:

  • 🆕Custom columns from D365 contacts to display in SCA

  • 🆕Custom API filters to retrieve only relevant contacts

  • 🆕Splitting of D365 contacts into multiple separate SCA data sources (e.g., by business unit, department, or region)

Customization:

• SecContacts.CustomDatasourceNames → Assign friendly display names for the D365 source.

Requirements to Access D365 Contacts

To access Dynamics 365 contacts in SCA, a user must have:

• An Azure/M365 license assigned for Dynamics 365

• Authorized access to Dynamics 365 for contact entities

Requirements for D365 Contacts

Any D365 contact to be shown in SCA must have the following fields populated:

1. First name

2. Last name

3. Valid phone number

Note: All eligible D365 contacts that meet these requirements will appear in SCA

• Each data source, including D365, can be hidden by the user if they do not want to see or use it.

• Hiding the D365 data source does not affect Caller Identification — contacts from hidden sources will still resolve incoming calls.

• The D365 data source is only available with the Enterprise Edition of SCA.