Get started with the 8x8 integration for Microsoft Dynamics

Once you have access to 8x8 Contact Center for Microsoft Dynamics, follow the checklist below in order to get started:

• Gather your credentials.

• Download the 8x8 installation package.

• Create a custom solution for 8x8 Contact Center and/or 8x8 Work users.

• Set up click-to-dial functionality (optional).

Gather your credentials

In order to use 8x8 Contact Center for Microsoft Dynamics, you need:

• Login access to Microsoft Dynamics account.

• Login access to an 8x8 Work extension and an 8x8 Contact Center agent account.