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

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://fqdn FDQN 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

 

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