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
-
Unzip the Anywhere365 CRM Service for Dynamics package
-
Edit the properties.ps1
-
Domain = Domain of the install account
-
UserName = Username of the install account
-
-
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
-
Open the UCC Config page on SharePoint
-
Open the Plugin Settings list
-
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
-
Open the UCC Config page on SharePoint
-
Open the Plugin Settings list
-
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
-
Open the UCC Config page on SharePoint
-
Open the Plugin Settings list
-
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
Did you find this page helpful?
Yes No
Sorry about that
Why wasn't this helpful? (check all that apply)
Thank you for your feedback.
Want to tell us more?
Email your feedback to our documentation team.
Great!
Thanks for taking the time to give us some feedback.