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Troubleshooting 8x8 Work for Microsoft Dynamics

  • Updated on Aug 2, 2026
  • Published on Jul 23, 2026
  • 2 minute(s) read
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Try the following troubleshooting procedures to resolve the most common integration issues:

‘This content is blocked. Contact the site owner to fix the issue.’ error message

https://cloud8.8x8.com needs to be added a trusted URL within Microsoft Dynamics. To add 8x8 as a trusted domain within Microsoft Dynamics:

  1. Go to Setup > Trusted Urls.

  2. Whitelist cloud8.8x8.com and check mark iframe-src

Search does not return any results

Ensure the integration is Connected.

  1. Click the Settings  icon from the top of the 8x8 Work for Microsoft Dynamics integration app.

  2. If disconnected, click Connect.

Ensure correct field-level security

The 8x8 Work for Microsoft Dynamics requires access to certain fields within Microsoft Dynamics. To ensure correct access, see this support article.

Note:

If you are a user, contact your administrator.

Ensure the correct Search Types are enabled

Search Types allows you to control what CRM Objects are searched. These can be configured within your integration settings or CRM Integration Profiles.

Note:

Users can only edit Search Types if permitted by the administrator.

To access Search Types in the integration:

  1. Click the Settings  icon from the top of the 8x8 Work for Microsoft Dynamics integration app.

  2. Click Integrations.

  3. Scroll down to the Search types.

If permitted by the admin, you can enable or disable the search types to suit your organizational needs.

A timeout error logs the agent out and/or disconnects the integration

If a timeout error logs the agent out and/or disconnects the 8x8 Work for Microsoft Dynamics from Microsoft Dynamics, the CRM timeout and/or token/key expiration settings must be reviewed and extended to prevent the agent session from expiring due to inactivity.

Allow pop-ups and redirects

  1. Go to your browser settings, and search for Pop-ups and redirects.

  2. Click Add.

  3. Enter https://cloud8.8x8.com and Microsoft Dynamics to the list of allowed sites. Chrome automatically saves these settings.

Note:

This may not be required if your default settings are Allow all.

Ensure that a pop-up blocker is not preventing new tabs from opening from Microsoft Dynamics.

Allow Third-Party Cookies

  1. Go to your browser settings, and search for Third-Party Cookies.

  2. Click Add.

  3. Enter https://cloud8.8x8.com and Microsoft Dynamics to the list of allowed sites. Chrome automatically saves these settings.

Note:

This may not be required if your default settings are Allow all.

Ensure correct field-level security is set

The 8x8 Work for Microsoft Dynamics requires access to certain fields within Microsoft Dynamics. To ensure correct access, see this support article.

Add 8x8 to Microsoft Dynamics trusted domains

https://cloud8.8x8.com needs to be added a trusted URL within Microsoft Dynamics. To add 8x8 as a trusted domain within Microsoft Dynamics:

  1. Go to Setup > Trusted Urls.

  2. Whitelist cloud8.8x8.com and check mark iframe-src.

Clear your browser cache

Your web browser's cache is possibly corrupted with invalid information.

Screen pop does not work

  • Ensure the integration is Connected.

  • Ensure the correct Search Types are enabled in you integration settings.

  • Ensure Inbound screen pop and Outbound screen pop are enabled in your integration settings. See About screen pop.

  • Ensure pop-ups and redirects are allowed.

  • Ensure third-party cookies are allowed.

  • Ensure correct field-level security is set. To ensure correct access, see this support article.

  • Ensure 8x8 is added as a trusted domain in Microsoft Dynamics.

  • Clear your browser cache.

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