Enabling Zoom Virtual Agent Microsoft Dynamics 365 integration

The Microsoft Dynamics 365 application can enhance Zoom Virtual Agent's functionality by adding a ticket creation integration channel. This article guides you through the process of enabling Zoom Virtual Agent integration with Microsoft Dynamics 365.

Requirements for enabling Zoom Virtual Agent Microsoft Dynamics 365 integration

• Account owner or admin privileges for the Zoom web portal and Microsoft Dynamics 365
• Basic, Pro, Business, Education, or Enterprise account
• Zoom Virtual Agent license
• Edit access to Virtual Agent product

How to enable Zoom Virtual Agent Microsoft Dynamics 365 integration

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio then Integrations.
3. In the Marketplace tools, click Microsoft Dynamics 365 then Connect.
   A new tab will open to begin the authentication process.
4. Enter your Microsoft Dynamics 365 credentials and submit them.
5. When Microsoft Dynamics 365 requests access to your account, click Accept, then Confirm to complete the connection.
6. Once authentication is successful, the integration will appear on your Integrations page.
7. In the navigation menu, click AI Studio then Integrations.
   You will see the Microsoft Dynamics 365 application with an Active status.

How to use Microsoft Dynamics 365 integration with ZVA voice or chat agents

1. In the navigation menu, click AI Studio then Tool Templates.
2. Click the Marketplace tab.
3. Expand Microsoft Dynamics 365 for Zoom to view the list of supported tools.
4. Create a voice or chat agent and use the desired Microsoft Dynamics 365 tools accordingly.