Signing in from the Taskbar Application

If you are not already signed in to the Adapter and MS CRM, you can sign in from the Contact Center Taskbar application.

  1. Right-click the Genesys Contact Center Taskbar application icon.

  2. Select Sign In from the Taskbar application menu.

    The Welcome to the Genesys Contact Center sign-in dialog box opens.


Authentication Mode

Two authentication modes are available:

  1. Select MS CRM Authentication (the default) in most cases.

    MS CRM Authentication uses your Microsoft CRM credentials to sign you in and, if all fields are left blank, queries the Genesys Configuration Database for the sign-in data. In this case, the MS CRM user name is used during login to the Genesys Framework.

    Genesys Authentication uses your current Genesys Framework login credentials to sign in. If your MS CRM user name differs from the one configured for the agent in Configuration Manager, use this authentication mode.

  2. If you selected MS CRM Authentication, you can also enter optional information for the Agent Login, Agent Password, Queue, and Place fields, or leave these blank. Select the Remember sign-in parameters check box if you want the application to save the information you have entered.

    If you selected Genesys Authentication, enter information for all available fields (including the User Name and User Password fields), and optionally select the Remember sign-in parameters check box.

  3. Click OK.

    As long as your sign-in parameters conform to registered information, you will have access to the Genesys Contact Center through the Contact Center Taskbar application.


Related Tasks:
Accessing the Contact Center Taskbar Application

Introduction to the Contact Center Taskbar Application Menu

Configuring Contact Center Taskbar Application Settings

Setting and Changing Agent Availability

Answering an Incoming Call

Making an Outgoing Call

Accessing the Genesys Contact Center

Managing Interactions

Signing out from the Taskbar Application