Dialogue Cloud

Install CRM Service for SQL Server

Note Additional CRM connector license required per data source.

Introduction

Below in instructions to install the CRM Service for SQL Server.

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

    Encrypted Connectionstring to make contact with the database

    CrmService

    BaseContactQuery

    Mandatory query used for the retrieval of contacts:

    Select Top (100) {0} From Contact Where {1}

    CrmService

    BaseLeadsQuery

    Mandatory query used for the retrieval of contacts:

    Select Top (100) {0} From Contact Where {1}

    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.

    WebAgentService