Configure InteractionSync

InteractionSync configuration allows for creating multiple configuration profiles for different Dynamics roles, business units, or groups of users. Within each configuration profile are numerous settings to control InteractionSync’s behavior. Each section below details a tab within the configuration. To get to the InteractionSync configuration, start with these steps:

  1. Under Settings > Solutions, select InteractionSyncForGenesysCloud.

  2. Select Configuration in the left column.

  3. Select the desired Configuration Profile from the drop-down menu.

Note: Save the changes after the configuration settings are reviewed or modified. The updated settings appear when the agent refreshes the CRM.