---
title: "Get started with 8x8 Work for Microsoft Dynamics"
slug: "get-started-with-8x8-work-for-microsoft-dynamics"
updated: 2026-08-02T15:57:28Z
published: 2026-08-02T15:57:28Z
canonical: "help.8x8.com/get-started-with-8x8-work-for-microsoft-dynamics"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with 8x8 Work for Microsoft Dynamics

Once you have access to **8x8 Work for Microsoft Dynamics**, you can launch the application and start managing calls directly from your workspace.

Open the integration panel to explore the interface, access call controls, and begin handling customer interactions.

## Single Sign-On login

> [!NOTE]
> Note:
> 
> **Single Sign-On** (SSO) is available only if it is configured by your administrator.

**8x8 Work for Microsoft Dynamics** supports Single Sign-On (SSO). If you are already logged in to **8x8 Work for Desktop** or Web, you are automatically signed in when you open **8x8 Work for Microsoft Dynamics**.

**To log in to 8x8 Work for Microsoft Dynamics:**

1. Log in to your **Microsoft Dynamics** account.
2. If needed, open the desired app.

> [!NOTE]
> Note:
> 
> This is only required the first time you log in or after clearing your browser cache.
3. Click an entity from the **Customers** section in the navigation bar, such as Accounts, Contacts, and Social Profiles.
4. From the top of the home screen click the 8x8![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-8x8-red_24x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D)icon.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/access-integration(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D)
5. The app opens in a floating window.
6. If prompted, enter your credentials, then click **Login**.

If SAML Single Sign-On (SSO) is enabled and you are already signed in to the **8x8 Work** app, you are logged in automatically.

## 8x8 integration support for Microsoft Dynamics Unified Interface

The updated 8x8 integration for **Microsoft Dynamics** supports the existing functionality in the Unified Interface. To use the 8x8 app with the new **Microsoft Dynamics** Unified Interface, the admin must download the latest integration package for **Microsoft Dynamics** (version 0.3.6).

To confirm that you are using the Unified Interface:

- Look at the label listed on the apps:
  - **UNIFIED INTERFACE**: Displays for Unified Interface applications.
  - **WEB**: Displays for the Web Client Interface applications. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/unified-interface-app-labels(4).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D)
- Open an app and look for “**appid=**” in the URL. Only the Unified Interface displays the app ID in the URL. Example: https://8x8inc.crm.dynamics.com/main.aspx?**appid=**812e345f-67c0-ec12-345e-000d1a2cd345&pagetype=entitylist&etn=account&viewid=00000000-0000-0000-00aa-000010001001&viewType=1309

## Tour the interface

The **8x8 Work for Microsoft Dynamics** interface includes three main tabs at the top of the app:

- **Phone**: Use this tab to manage calls.
- **History**: View your recent incoming, outgoing, and missed calls. From this list, you can quickly return a call or remove entries you no longer need.
- **Contacts**: Access and search contacts and internal extensions.
- **Settings**: Click the settings icon to configure your app preferences.

Select a tab to switch between features and manage your communications efficiently.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/tour-the-interface(6).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D)

## Access your integration settings

You can manage your 8x8 integration and application preferences from the integration’s **Settings** panel. You can view connection status, manage the screen pop settings if permissions are granted, access advanced options, and report issues.

**To access your integration settings:**

1. Click the ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-8x8-red_24x18(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D) icon from the top of the screen.
2. If required, add your credentials then click **Login**.
3. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_19x18(6).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D) icon from the top of the **8x8 Work for Microsoft Dynamics** integration app.
4. Use the following options:
  - **Connect/Disconnect**: To reconnect or disconnect the integration from **Microsoft Dynamics**. The integration automatically connects when you log in.
  - **Integrations**: Provides access to screen pop settings that control how the integration behaves during interactions. You can edit these settings if granted permission by the administrator. See [Manage your integration settings](/documentation/docs/get-started-with-8x8-work-for-microsoft-dynamics-1#manage-your-integration-settings).
  - **Advanced**: Reset the panel to clear call history and end your 8x8 session.
  - **About**: Displays application information such as username, phone number, extension, PBX, and version details.
  - **Report a problem**: Allows you to report issues or contact support.
  - **Log out**: Log out of **8x8 Work for Microsoft Dynamics**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/integration.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D)

## Manage your integration settings

Integration settings allow you to control how the **8x8 Work for Microsoft Dynamics** behaves during interactions. Based on permissions configured by your administrator, you can enable or disable specific options that affect call handling, screen behavior, and activity logging.

**To manage your integration settings:**

1. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_19x18(7).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D) icon from the top of the **8x8 Work for Microsoft Dynamics** integration app.
2. Select **Integrations** to view the options. You can only change interaction settings if permitted by the admin.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/integrations-options.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A15Z&se=2026-11-03T22%3A52%3A15Z&sr=c&sp=r&sig=W3xYlxkJamK7cfDRE2%2B1xoDUB%2Fzp0dUovmf%2BbvzuHhU%3D)

### Integrations settings

| Setting | Description | Default state |
| --- | --- | --- |
| Auto answer hard phone | Allows calls to be automatically answered if the headset supports it. | Enabled |
| Auto interaction log | Allows the integration to automatically create a call log | Enabled |
| Interaction log screen pop | Allows the integration to automatically pop the newly created interaction log. > [!NOTE] > Note: > > **Auto interaction log** must be enabled. | Enabled |
| Screen pop first record in list in multi-match | When enabled, automatically pop the first identified record in a multiple-match scenario when an inbound interaction is offered or an outbound interaction is initiated. | Disabled |
| Inbound screen pop | Controls when the screen pop shows for inbound interactions: - **Offered**: when the phone rings. - **Connected**: when the call connects. - **Never**: no screen pop shows. | Offered |
| Outbound screen pop | Controls screen pop for outbound interactions. If enabled, when a user initiates an outbound interaction and a single-match record is found, then the matched record automatically displays. The matched record does not display if this option is disabled. | Enabled |
| Pop a record during an interaction | Controls the screen pop behavior while handling multiple concurrent inbound interactions. When enabled, during a second interaction, a single-match record screen pops. When disabled, during the second call, no contact screen pop displays. > [!NOTE] > Note: > > This feature is for inbound interactions with a single matching record only and Inbound screen pop must be enabled. | Enabled |
| Search types | The integration searches **Microsoft Dynamics** for existing selected record types. - Account - Contact - Lead - Case - Include closed records | Enabled for: - Account - Contact |