Set up the embedded experience in Salesforce for Dynamics 365 Contact Center

Publisher

Microsoft

URL

https://learn.microsoft.com/en-us/dynamics365/contact-center/administer/set-up-embedded-experience

Published

2026-05-08

Updated

unknown

Accessed

2026-09-30

HTTP status

200

License

Proprietary; Microsoft Learn terms of use; no-redistribution; short excerpts and locators only

Source notes citing this source

• The embedded conversation widget lets representatives handle chat or voice conversations from a non-Microsoft CRM, and can be embedded into a web page or application that supports HTML and JavaScript. in context
• The documented Salesforce embedding imports a call center definition file whose CTI Adapter URL is replaced with the embedded widget URL, then adds the Open CTI Softphone utility to the Service Console app; the CRM connection uses Salesforce API version v58.0. in context

Cite this source record

APA

WarmTransfer. (2026, May 8). Set up the embedded experience in Salesforce for Dynamics 365 Contact Center. WarmTransfer. https://warmtransfer.net/knowledge/sources/ms-learn-d365cc-embedded-salesforce

BibTeX

@misc{warmtransfer-ms-learn-d365cc-embedded-salesforce,
  title  = {Set up the embedded experience in Salesforce for Dynamics 365 Contact Center},
  author = {{WarmTransfer}},
  year   = {2026},
  url    = {https://warmtransfer.net/knowledge/sources/ms-learn-d365cc-embedded-salesforce},
  note   = {Microsoft, accessed 2026-09-30}
}