Install CRM Service for Dynamics 365

Introduction

Below in instructions to install the CRM Service for Dynamics 365.

This service can be additional configured by added optional settings, Learn More

 

Installation

Deploy package

1. Unzip the Anywhere365 CRM Service for Dynamics 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

1. Open the UCC Config page on SharePoint

2. Open the Plugin Settings list

3. Add the following settings

   Setting	Value	Scope
   ConnectionString	The Dynamics 365 connection string. The only mandatory setting that must have a value.	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/CrmServiceDynamics365	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/CrmServiceDynamics365	WebAgentService

 

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