Install CRM Service for Afas Profit

Note This feature requires an additional plug-in. Please contact your Sales Contact to verify if a plug-in is purchased.

Introduction

The Afas Profit CRM Service is used to retrieve relevant information about the caller (for both inbound and outbound) during a conversation handled by the UCC. The CRM Service retrieves contact info regarding the caller and the related relevant cases from the Afas Profit rest services. Normally the CRM Service will be used in combination with the Web Extension Window or the Web Agent.

 

Dependencies

  • The Afas Profit CRM Service package

  • An Afas Profit environment

  • Afas Get Connectors Anywhere365_OrgPerson, Anywhere365_Contacts and Anywhere365_Cases should be created and configured in Afas Profit

  • Preferably using the GCN files containing the Afas Get Connector definitions

  • A valid Afas Profit security token to access the Afas Get Connectors for data retrieval

  • The CRM Service will be hosted in IIS (Microsoft Windows Server)

 

Start with Installation

Follow the instructions below to install the CRM Service for Afas Profit.

 

Deploy package

  1. Unzip the Anywhere365 CRM Service for Afas Profit package

  2. Edit the properties.ps1

    1. Domain = Domain of the install account

    2. UserName = Username of the install account

  3. Run InstallCrmService.ps1 in PowerShell as administrator

 

More than one CRM Service - use the CRM Service variable

Used in file: properties.ps1

$crmservice = "CrmService"

The variable $crmservice allows you to change the name under which the CRM Service will be installed in IIS, as well as it’s folder name in wwwroot.

If you need to have more than one CRM Service on a server or want to make clear which CRM Service is installed you can alter this value to suit your needs. All CRM Services fall under the applicationpool CrmApplicationPool.

 

Add PluginSettings

The Afas Profit CRM Service uses two lists in SharePoint for its configuration: PluginSettings and PluginAttributes. Only 3 PluginSettings are mandatory to enable the CrmService with its default configuration:

 

  1. Open the UCC Config page on SharePoint

  2. Open the Plugin Settings list

  3. Add the following mandatory settings

    Setting

    Value

    Scope

    Token

    Afas uses security tokens to retrieve information from Afas rest services. The Afas services only used to retrieve data are called Get Connectors. The token is used to validate the request. The token has to be encrypted with the A365 password tool.

    CrmService

    ConnectorRestServiceBaseUrl

    The Afas Online environment to which the A365 CRM Service has to connect to retrieve data.

    CrmService

    Insite

    Url of Afas Insite. Insite is the web application used to access Afas.

    CrmService

 

Add Endpoint

  1. Open the UCC Config page on SharePoint

  2. Open the Plugin Settings list

  3. Add CRMService settings endpoint to ListsPlugin ListsEndpoints

    Note Add to the existing item and separate with "Enter".

    Setting

    Value

    Scope

    ListsEndpoints

    http://FQDNFDQN stands for Fully Qualified Domain Name and specifies the exact location in the tree hierarchy of the Domain Name System (DNS). An example for [hostname].[domain].[top level domain] is [www].[microsoft].[com]/webagentservice/api/v1/settings

    http://FQDN/CRMService/api/v1/settings

    Note: The CrmService name could be different if a custom name was provided so could be http://localhost/CrmService or http://localhost/CrmServiceAFASProfit

    ListsPlugin

 

Add WebAgentService URL

  1. Open the UCC Config page on SharePoint

  2. Open the Plugin Settings list

  3. Add the following mandatory setting

    Setting

    Value

    Scope

    CrmServiceUrl

    https://fqdn/CrmService

    Note: URL needs to be accessible from the WebAgent API service to the CRM Service.

    Note: The CrmService name could be different if a custom name was provided so could be http://localhost/CrmService or http://localhost/CrmServiceAFASProfit

    WebAgentService

 

 

Proceed with Afas Profit Configuration for the Anywhere365 CRM Service to learn how to create the Get Connectors and how to create the authentication token.

This service can be additional configured by added optional settings, see Additional configuration for the Plugin Attributes defaults and base query settings.