Quick setup checklist

This guide covers all aspects of the solution including all the configuration and customization capabilities of the solution. While these parts are key to getting the most out of the solution, they are not required to get the solution deployed and working out of the box.

Below is an ordered list of steps to get the solution up and running with the basics within 30 minutes!

Genesys Cloud tasks

This section is to be performed by Genesys Cloud administrators who have privileges to approve applications and create Genesys Cloud roles.

1. Verify admin permissions

2. Authorize InteractionSync OAuth client - the InteractionSync application must be approved for use within the Genesys Cloud org for security purposes. See

3. License Genesys Cloud users - Create Role to assign InteractionSync license – Genesys Cloud roles control license assignment to users. For a user to use InteractionSync, they must have a role assigned which has the correct permission.

Microsoft Dynamics 365 tasks

This section is to be performed by Dynamics 365 administrators who have privileges to import solutions and assign roles.

1. Verify admin permissions – the solution contains entities for writing activities and storing InteractionSync configuration within the deployed Dynamics org.

2. Configure InteractionSync for the Unified Interface – Microsoft's Channel Integration Framework (CIF) component is required to utilize InteractionSync softphone within Dynamics Unified Interface.

3. Configure InteractionSync – InteractionSync provides a comprehensive set of configuration settings which initially set with defaults which most users keep. The only required configuration initially is to select the Genesys Cloud org region on the main Configuration tab.

4. Auto-associate new entity on save – InteractionSync uses OnNavigate events to associate an entity to an activity. This does not work out of the box for new entities thus requiring a small form customization.