Requirements #

To use ~.UcClient.~ for Dynamics 365, the following requirements must be met:

~.Dimensions.~ #

Users must be assigned the following roles/permissions:

info
Both of these features are billable items on the ~.Dimensions.~ system. Please contact your reseller for information on pricing.

~.UcClient.~ for Dynamics 365 is supported on the following browsers:

The following network ports are used by the solution:

Area	Port	Protocol	Description
`*.myreports.cloud`	443	HTTPS	Standard HTTPS connection for all user sessions.

~.UcClient.~ uses the Dynamics 365 Channel Integration Framework 1.0 and as such, is compatible with the following versions of Dynamics 365:

warning
The ~.UcClient.~ for Dynamics 365 works with Unified Interface applications only

The Channel Integration Framework app must be installed and configured on the Dynamics 365 instance.

~.UcClient.~ for Dynamics 365 uses the following API calls or the Microsoft.CIFramework:

API Calls	Description	Usage
addHandler	Used on initial startup to subscribe to Dynamics events.	On startup
getEntityMetadata	Used on startup to query information about entities.	On startup
setClickToAct	Used to allow users to dial from within Dynamics records	On startup
getClickToAct	Used to query ClickToAct status	On startup
getEnvironment	Used to query settings	On startup
openForm	Used to pop a previously identified record.	During calls or manually
searchAndOpenRecords	Used to search for records to screen pop and display on the banner	During calls
createRecord	Used to create phone call activities and new Contacts/Cases	During calls or manually
updateRecord	Used to update phone calls activities at the end of a call	Call End