Status Bar (1) Search Bar (2) Dialer (3) Call History Tab (4) Support Tab (5) Settings Tab (6) Notifications Tab (7) Schedule (8) Queue(9) Agent Reports (10) Search Bar (1) Home Button (2) CRM Tab (3) Directory Tab (4) Schedule (5) Queue (6) Agent Reports (7)

NICE inContact Agent for Microsoft Dynamics

This overview is for agents. If you're an administrator, see Microsoft Dynamics for Administrators.

NICE inContact Agent for Microsoft Dynamics is an integration of the CXone agent application with the Microsoft Dynamics platform. This integration allows you to launch the agent interface that you use to handle contacts directly within Dynamics, making the experience easy and seamless by avoiding the need to jump between the platform and the agent application. Part of the seamless experience includes features like contact info linking between the Dynamics platform and the agent application, meaning that customer data can be popped in when starting a contact interaction, and likewise, notes and other information entered in the agent application will also exist with the contact's information in Microsoft Dynamics.

A few key features of the agent integration are:

NICE inContact Agent for Microsoft Dynamics Interface

Contact Handling View

Field Description
Status Bar (1) Sets your availability status, which determines whether or not you can receive new contacts, if you are busy wrapping up an interaction, and so forth.
Dialer (3) Opens the dialer, allowing you to dial and call a specific number.
Call History Tab (4) Displays the history of calls that you have handled.
Support Tab (5) Provides methods of launching support, including links to the NICE inContact online help, and the NICE inContact technical support team.
Settings Tab (6)

The settings tab is split into two sub-tabs, General and Profile:

Notifications Tab (7) Displays your notifications.
Schedule (8) Displays your schedule for the day. You can click the Schedule Callback button to add a call to your schedule.
Queue (9) These three buttons display your active, outgoing, and incoming queues; these are contacts tied to your assigned skills that you can handle.
Agent Reports (10) Displays the Agent Reports dashboard, which allows you to view your performance and productivity.

Search View

Field Description
Search Bar (1)

Allows you to search the records for contacts, users, or a company.

Home Button (2) Returns you to the Contact Handling View.
CRM Tab (3) Displays records for contacts, users or companies. When you search for a record in the search bar, the results will display in this tab. You can also create new users from this tab.
Directory Tab (4)

Provides access points to contact

Schedule (5)

Displays your schedule for the day. You can click the Schedule Callback button to add a call to your schedule.

Queue (6)

These three buttons display your active, outgoing, and incoming queues; these are contacts tied to your assigned skills that you can handle.

Agent Reports (7)

Displays the Agent Reports dashboard, which allows you to view your performance and productivity.

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