Getting Started #

This quick guide is designed to get you up and running with your Connect for Dynamics 365 client. Within Dynamics, the Connect client should be visible on the right side of the screen.

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If the client is not visible, either the Channel Provider has not been added to the current application within Dynamics or the current user doesn't have an appropriate role.

Log In #

The client will need to be signed in with a Dimensions user before it will operate.

Click the 'Log In' button to load the Dimensions authentication portal.

Enter your Dimensions username (email address) and password to complete the login process.

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If you are having problems signing in, check with an administrator that your Dimensions user has the appropriate permissions.

Once connected, the Connect icon should change to a phone handset and when expanded should display the 'Idle' screen as below:

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Avatars can be configured through the Dimensions user account portal.

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If Dynamics is open in multiple tabs, the Connect client will be loaded in each one.