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Five9 - Installing the browser and Softphone Extensions

Installing the Five9 Browser and Softphone Extensions

Access login.five9.com and login using your credentials

Select a different region, if applicable. 

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Click on CRM Integrations

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Select Five9 Adapter for MS Dynamics and locate appropriate Downloads for role and install 

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Accessing the Adapter - MS Dynamics 

Click on Engage from within the CRM window

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Select Station Type from the list, enter Softphone ID as Station Number and click Confirm. 

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Verify Station equipment and click Confirm.

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