Install CRM Service for Dynamics 365

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

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