How to install the Workflow Designer

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Procedure to install the Workflow Designer for the Gplus Adapter for Microsoft Dynamics 365.

We assume that Microsoft Dynamics 365 has been configured with Channel Integration Framework (CIF) version 1.0 and that you own a Microsoft Dynamics 365 login with administrator privileges. Moreover, the Gplus Adapter must be installed and configured with CIF V1.0 as well.
Important
This section and all information related to the Workflow Designer only apply to Microsoft Dynamics 365 with Channel Integration Framework (CIF) version 1.0.

This procedure explains how to deploy the Gplus Adapter Web Resources in Microsoft Dynamics 365. The package includes the following solution to be imported:

  • SoftphoneWorkflowEditor.zip

This managed solution implements the Workflow Designer.

Installation steps:

  1. Log in to Microsoft Dynamics 365 with administrator rights and navigate to Settings.
  2. From Settings, go into Solutions and click the Import button.
  3. Select the Web Resources Zip File (SoftphoneWorkflowEditor.zip) to import it into the Microsoft Dynamics 365 environment.

Once the Workflow Designer is installed, the Adapter automatically deploys the related Power Application under its instance. This application, called the Workflow Editor App, is now visible among all other Power Apps in the Dynamics navigation on the left side.

Selecting the Workflow Editor App in the Microsoft Dynamics 365 navigation pane on the left side

Proceed to How to configure the Workflow Designer to learn how to set it up.

Retrieved from "https://all.docs.genesys.com/GAMD/Current/Admin/InstallWFDes (2024-03-19 02:25:26)"
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