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Install CRM Service for Dynamics 365

Note Additional CRM connector license required.

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

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 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/CrmServiceDynamics365

    WebAgentService