Genesys Cloud Dynamics 365 data actions

Data actions are tools that are used within Architect to communicate with third-party APIs (ex: Dynamics 365 web API). With the standard Dynamics 365 static data actions available with Genesys Cloud, there are two data actions to perform searches. The two included we’ll be using are:

  • Get Contact by Phone Number

  • Get Account by Phone Number

Both actions allow you to pass in a formatted phone number into Dynamics to see if there are any matches. To get started enabling the Dynamics 365 data actions for your Genesys Cloud instance, use the following Genesys Cloud resources. Pay close attention to the permissions needed to install and execute the data actions.