Dialogue Cloud

How to uninstall CRM Service

The following steps describe how to uninstall the CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. Service, which was used to retrieve customer records from your CRM back office system to be displayed in the Anywhere365 Webagent.

Remove data that was stored for the CRM Service in SharePoint:

SharePoint Uninstall

Navigate to the UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. SharePoint Site. If you do not know the url, you can find this in the config.xml in the install folder of the UCC.

Step 1 There are two places to check on this SharePoint site, PluginSettings list and PluginAttributes list, which are both in the category UCC Config.

Step 2 Remove all attributes under PluginAttributes that have the scope CrmService.

Step 3 Remove all settings under PluginSettings that have the scope CrmService.

Step 4 Check under scope WebAgentService if you find a connectionstring, that is used to connect to the Crm Service.

Step 5 Remove the connectionstring

Result: With all these references removed the uninstall of the Crm Service is complete.