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Set up the embedded experience in Salesforce

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The embedded conversation widget is a feature of Dynamics 365 Contact Center that allows agents to chat with customers directly from any non-Microsoft customer relationship management (CRM) system. You can embed the widget into any web page or application that supports HTML and JavaScript, and it provides a seamless and consistent chat experience across different platforms.

Prerequisites

  • The prerequisites mentioned in the system requirements are set up. More information: Prerequisites

  • Omnichannel capabilities are enabled in your org. More information: Provision channels

  • The provisioning user has System Administrator permissions in Salesforce.

  • You have the widget URL. To find the embedded widget URL, go to the welcome page of the Dynamics 365 Contact Center admin center. Select Open under Your default contact center and then navigate to the Conversation widget tab. The URL is listed under Integration into third-party systems.

Set up the call center in Salesforce

  1. Download the call center definition file from the following location: https://github.com/microsoft/dynamics-365-contact-center/blob/main/configuration/SFCallCenter/Dynamics365CallCenter.xml. You must sign in to GitHub to access the file.

  2. Open the file, replace the CTI Adapter URL with the embedded widget URL, and then save your changes.

  3. Sign in to Salesforce.

  4. Navigate to Setup by selecting the gear icon in the upper-right corner.

  5. In the Quick Find box, search for Call Center.

  6. Select Continue if you are setting up the feature for the first time.

  7. Select Import and select the call center definition file.

  8. Go to Manage Call Center Users > Add more users, select the user record that you are currently signed in with, and then select Save.

Set up a softphone in Salesforce

  1. To create a softphone layout:

    1. In the Quick Find box, search for Softphone Layouts.
    2. Create a new softphone layout or edit an existing one.
    3. Verify that Is Default Layout is selected and then select Save.

  2. To set up the softphone utility for your application, navigate to App Manager in setup and edit the Service Console application.

  3. Go to Utility Items and select Open CTI Softphone to add the softphone utility.

  4. Name your softphone appropriately (for example, "MSFT Omnichannel"), set the width to 400 and height to 600, and then select Save.

  5. Navigate to Service Console from the Apps page.

  6. Refresh your browser. The embedded widget appears in your application.

  7. To connect Copilot to the CRM system, select the required sign-in URI and v58.0 as the Salesforce API version to set up the non-Microsoft CRM connection.

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