RingCentral For Dynamics V2 Admin Guide - New UI

RingCentral for Dynamics V2Admin GuideFriday, January 01, 2022Confidential 2022 RingCentral

Content1.2.3.4.Install from AppSource and ConfigurationManually Install from packageManually Update from v1.xUninstall

Install from AppSource

Install form AppSourceSteps41234Install CIF fromAppSourceInstall RingCentralfor Dynamics fromAppSourceConfigure CIF toenable RingCentralConfigure Click toDial in Dynamics 2022 RingCentral

Step 1: Install CIF1.1 Search in AppSource3141 & 2 Open AppSource3Search “channel integration framework”4Click “Get it now”25 2022 RingCentral

Step 1: Install CIF1.2 Install CIF 1/211.2.3.4.6Click “Continue” if you want to install CIF.Choose the Organization where CIF is tobe installed.Review the terms details from Microsoft.Click “Agree” to continue.234 2022 RingCentral

Step 1: Install CIF1.2 Install CIF 2/221.12.3.7CIF will start installing. The STATUSwill be updated once complete.Please note: The time required forinstallation depends on Microsoftserver and also your network.Once the STATUS is “Installed”, theCIF installation is done.Now you can start installingRingCentral for Dynamics. 2022 RingCentral

Step 2: Install RingCentral for Dynamics 365121.2.3.Access RingCentral for Dynamics 365 inAppSource. Click the Get it Now button.Select the target organization and click install.the Dynamics 365 apps list page will popupand the installation status will be shown. (needto refresh to load latest status).38 2022 RingCentral

Step 3: Enable RingCentral for Dynamics3.1. Go to Channel Integration Framework1.2.9Refresh your main window,click the dropdown icon next toDynamics 365, you should see“Channel IntegrationFramework” listed as an App.Click it to go to CIF view. 2022 RingCentral

Step 3: Enable RingCentral for Dynamics3.2. Add active channel provider1.2.10Click “New” button tocreate a new CIFprovider.A new table will beopened. Once this formwas finished, the CIFconfiguration was done. 2022 RingCentral

Step 3: Enable RingCentral for Dynamics3.3. Tips for the form 1/2Name: RingCentralLabel: RingCentral for Dynamics v2Enable Outbound Communication: YesChannel Order: 0Select Unified Interface Apps forChannel: Select the Apps that you wishto enable for RingCentral for Dynamicsv2Select the Roles for Channel: Select theuser roles that you wish to allow to usefor RingCentral for Dynamics v2Channel URL: See next page11 2022 RingCentral

Step 3: Enable RingCentral for Dynamics3.3. Tips for the form 2/2The Channel URL points to the App provided by RingCentral solution (thepackage you imported in Step 2).The format of the URL Central /adapter.html#XXXX.YYYY is the org code of your Dynamics site. Check the current addressof your browser.For example, See browser address belowso the XXXX.YYYY in this case, equals to rcint-pm.crm. So the site ingCentral /adapter.html#Put the full link in the field, and click Save button on the right bottom corner.* Please add # in the end of the URL to be compatible with a higher CIF version12 2022 RingCentral

Step 3: Enable RingCentral for Dynamics3.4. Activate the AppIf the CIF does not show up in Apps,re-activate to make it appear.13 2022 RingCentral

Step 3: Enable RingCentral for Dynamics3.5. Run CIF in United Interface appsTo run CIF, open any UnitedInterface Apps that you selected inStep 3.2 to see the CIF frameworkwith RingCentral for Dynamics.To learn how to use the app,please refer to the User Guide.Notices: CIF is also a new product inMicrosoft, it could have bugs. We had seenseveral times that the CIF didn't show up ina selected app. If you run into similar case,please let us know.More voices could help driving Microsoft toimprove their product as well.14 2022 RingCentral

Step 4: Enable Click to Dial with RingCentralDescriptionClick to Dial from Phone fields intargeted pages is now availableby CIF.With this feature on, you canclick the “Call” icon next to aphone field, and make a call byRingCentral.Note: it must be a phone field.and it must be configured inadvance.15 2022 RingCentral

Step 4: Enable Click to Dial with RingCentralStep 4.1. Go to Customizations1.2.16Click “Setting” gear icon,select “Advanced Settings”from the list.Click the drop down iconnext to “Settings”, and click“Customizations” item. 2022 RingCentral

Step 4: Enable Click to Dial with RingCentralStep 4.2. Lookup the page you want to customize1.2.Click the item “Customize theSystem”, a new window willpop up.On the tree menu,a.b.c.d.Expand “Entities”Select the entity you want toconfigure and expand it (in thiscase, we choose Account entity)Select “Forms”In the Forms view, you can see theforms that belong to this entity.This customizes the main page ofAccount.Note: A form can be considered a page inDynamics. Let’s take Account for example. Youmight have many ways to view the account data:the account page, the account card, etc. In thispage Dynamics lists all the views.If you want to enable Click 2 Dial in multiplepages of this entity, you will need to customizethem all.17 2022 RingCentral

Step 4: Enable Click to Dial with RingCentralStep 4.3. Customize a field in a page 1/21.2.18Double click the field (must bea phone field), and a pop uppage will appear.In the pop up page, click the“Controls” tab, and click “AddControl.” 2022 RingCentral

Step 4: Enable Click to Dial with RingCentralStep 4.3. Customize a field in a page 2/21.2.19Switch the radio button forWeb, Phone, and Tablet toChannel CommunicationControl.Save and Close the page. 2022 RingCentral

Step 4: Enable Click to Dial with RingCentralStep 4.4. Save and publish1.2.Return to main page, click“Save” and then “Publish.”Go the Account page, you willfind the call button turn fromToNow you have Click to Dial enabled.You can configure all the requiredfields in all entities to enable Click toDial, but remember, it must be aPhone field.20 2022 RingCentral

Install with PackageInstall from New

Install form AppSourceSteps1234Install CIF fromAppSourceInstall RingCentralfor Dynamics fromAppSourceConfigure CIF toenable RingCentralConfigure Click toDial in DynamicsThe only difference between install with package and from AppSource, is that in Step 2, administratorneeds to import the app from the package manually.22 2022 RingCentral

Import RC for Dynamics1. Go to Dynamics Solutions view1.2.23Click “Setting” - “AdvancedSettings.”Advance Settings tab will beopened. Click the dropdownicon in “Settings”, and click“Solutions.” 2022 RingCentral

Import RC for Dynamics2. Import the RingCentral Solution package 1/22411.2.3.4.24In Solutions page, you can see a lot ofpre-installed solutions by Dynamics. Click the“Import” button to continue.Notice that popup window in browser is requiredso please allow.In the Import Solution pop up window, click the“Choose File” button.Choose the .zip package provided byRingCentral, then click “Next.” 2022 RingCentral

Import RC for Dynamics3. Import the RingCentral Solution package 2/22311.2.3.25Click “Import” button to start importingRingCentral solutions package.The time needed for importing depends onnetwork and server performanceOnce import is complete, click “Close” button tofinish the process. 2022 RingCentral

Install with PackageInstall from v1.x

Overview of RingCentral for Dynamics v1.xHow it looks1.2.27If you have the v1.xversion installed, youwill find the App onyour Dynamicsinterface. However,due to the change ofthe DynamicsTechnologyFramework, somefeatures may not beavailable.RingCentral forDynamics v1.x can beupgraded to v2.xwithout uninstalling. 2022 RingCentral

Installing from OldThe difference1.2.3.4.28Follow the samesteps as installingfrom new detailed inStep 1.When you reach Step2.2, you will seedifferent popup infoillustrated here.Confirm and clickNext and Import.Remaining steps arethe same as installfrom new scenario. 2022 RingCentral

Uninstall

To UninstallUninstall Solution1.2.3.4.30Go to SolutionsFind the solution you wantto delete, and select.Click Delete button ontop.Click Confirm on popuppage. 2022 RingCentral

To UninstallRemove Record in CIF1.2.3.31Select recordDeleteConfirm delete andcomplete. 2022 RingCentral

Thank you.Friday, January 01, 2021Confidential

14 2022 RingCentral Step 3: Enable RingCentral for Dynamics 3.5. Run CIF in United Interface apps To run CIF, open any United Interface Apps that you selected in Step 3.2 to see the CIF framework with RingCentral for Dynamics. To learn how to use the app, please refer to the User Guide. Notices: CIF is also a new product in