Create a Dynamics Omnichannel Polling Adapter

The Dynamics Omnichannel Polling Adapter connects the Interaction Capture Service to the Microsoft Dynamics Omnichannel, and receives audio.

If the adapter is not run for over 60 days, the refresh token expires and you must refresh the security tokens.

Before you begin

Create the Microsoft Dynamics Omnichannel Application Data Source

Procedure 

  1. In Recorder Manager, go to General Setup. Under Integration Service, click Settings.

  2. Click Create, then select Dynamics Omnichannel Polling Adapter.

  3. Complete the following mandatory parameters:

    Field

    Description

    Adapter Name

    Enter a unique name for this adapter. Do not use the special characters < > $ & ' ", which are reserved for XML tagging.

    Description

    Displays the full name of the adapter. Add details about your integration and tenant.

    Startup Type

    How the adapter behaves after the host server restarts.

    • Automatic: (Default) The adapter starts automatically when the host Recorder server starts.

    • Manual: The adapter starts only when a user clicks the Start button.

    • Disabled: The adapter does not run when the host server starts.

    DataSource

    Select the Application data source created for Microsoft Dynamics Omnichannel.

    Application (Client ID)

    The Client ID for the Microsoft Entra app that is registered for Verint interaction capture.

    Client Secret

    The Client Secret for the Microsoft Entra app that is registered for Verint interaction capture.

    Polling Frequency (minutes)

    How often the adapter requests closed interactions from the Microsoft Dynamics Omnichannel. The default is 5 minutes.

  4. Click Save.

    Adapter settings

  5. If you have a secondary Recorder, repeat this procedure to create another Adapter.

What to do next 

Create a Omnichannel Screen Adapter

Create the Microsoft Dynamics Omnichannel Application Data Source