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SightCall Vision Console for Microsoft Dynamics - Deployment guide

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The following documentation provides all the steps necessary to enable SightCall Vision Console for Microsoft Dynamics.

It’s a 3 steps process:

  1. Install or upgrade the SigthCall widget for MS Dynamics

  2. Add the SightCall widget to a Dynamics entity layout

  3. Pair your SightCall tenant with the Dynamics org

Prerequisites:

  1. Full Access to the SightCall Admin Portal for the tenant(s) you wish to activate against an installation of the SightCall for Microsoft Dynamics.

  2. Administrator access to the Dynamics instance(s).

  3. Administrator access to the Azure Portal to create the relevant Azure enterprise application.

 

Install or upgrade the SigthCall widget for MS Dynamics

Until the new package is available on the Microsoft store, use the following manual installation procedure.

Manual import of the solution

The SightCall package can be installed as “Managed” or “Unmanaged” solution. This configuration depends on your setup. SightCall can provide both depending on your requirements.

  • Contact SightCall to get the SightCall for Dynamics zipped package. Please indicate if you need a “Managed” or “Unmanaged” version.

  • Connect to https://make.powerapps.com/

  • Import the solution

     

    1. Click Import solution in the top action bar.

    2. Select the .zip file provided by SightCall.

    3. Follow the import wizard and validate.

Add the SightCall widget to a Dynamics entity layout

Currently, only “Incidents”/”Cases” entities are supported. Support for more entity types will be added later.

  • Connect to https://make.powerapps.com/

  • Go to Apps

  • Select to App you want to deploy SightCall into.

    • In the below example we’ll use an app named “Field Service - V3”

  • You’ll get to the App layout configuration with all pages.

  • Edit the Cases Form

  • On the side-panel on the right, choose: On Load / + Event Handler

  • Click on + Add library and search for sightcall_vision_v3

  • Library: sc_sightcall_vision_v3_js

  • Function: sc_openVisionV3SidePane

  • Enabled

  • Pass execution context as first parameter

  • Press Done

  • Save and publish (top-right)

Pair your SightCall tenant with the Dynamics org

Prepare Authentication parameters

For the pairing between your Dynamics Org and your SightCall tenant, you’ll need to collect 3 parameters:

  • Tenant ID

  • Client ID

  • Client Secret

Tenant ID

Client ID

Client Secret

  • From the Application you’ve just created, go to Certificates & secrets and click on the Client secrets tab

  • + New client secret

    • Description: SightCall Vision

    • Expires: 730 days (24 months)

  • Copy the value of your newly created secret, this is your Client Secret.

     

Configuring the Integration

  • Connect to the Admin Portal of your SightCall tenant

  • Go to Setup / Integrations

  • + Add a Dynamics integration

    •  
       

    • Fill-in the required fields:

      • Tenant ID: Paste the Tenant ID you’ve copied from previous step.

      • Client ID: Paste the Client ID you’ve copied from previous step.

      • Client Secret: Paste the Client Secret you’ve copied from previous step.

Test the integration

  • In Dynamics, choose the App you’ve modified (in our example: “Field Service - V3”)

     

  • Go to Cases and choose one Case

  • The Case opens with the SightCall Vision panel available on the right, ready to start a SightCall Session.

     

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