Create a Omnichannel Screen Adapter

The Omnichannel Screen Adapter captures real-time events from Dynamics 365 and routes them to external systems. It filters and transforms session data to support automated workflows such as screen recording and compliance tracking.

Before you begin

Create the Microsoft Dynamics Omnichannel Application Data Source

Procedure

In Recorder Manager, go to General Setup. Under Integration Service, click Settings.
Click Create, then select Omnichannel Screen Adapter.

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.

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

What to do next

Interaction review for Microsoft Dynamics Omnichannel