Dialogue Cloud

Install CRM Service for CSV

Note Additional CRM connector license required.

Introduction

The CRM Service shows information about the caller. The CSV CRM Service makes a connection to the CSV File, then uses queries to retrieve the data of the caller from the CSV File.

It uses two lists in SharePoint for its configuration: PluginSettings and PluginAttributes. Only one PluginSetting is required to enable the CrmService with its default configuration: LoginEndPoint.

 

Requirements

 

Dependencies

  • The Crm Service has access to the directory where the csv files are

  • The Crm Service has access to the the csv files

  • The csv files are available to read (not being blocked because the file is open by another user for instance)

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

 

Start with Installation

Follow the instructions below to install the CRM Service for CSV.

 

Add PluginSettings

  1. Open the UCC Config page on SharePoint

  2. Open the Plugin Settings list

  3. Add the following mandatory setting

    Setting

    Value

    Scope

    LoginEndPoint

    ...

    CrmService

 

 

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://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]/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/CrmServiceCSV

    WebAgentService