Configure Dynamics365 Plugin for Universal Timeline Service

Prerequisites

 

Configuration

Open the 'Wsp.Anywhere365.CrmCRM stands for Customer Relationship Management and is a method/technology for managing your external interactions and relationships with customers. Integrate Anywhere365 with your CRM client to show customer information alongside your inbound and outbound interactions..ModuleDynamics365.dll.config' file (located at 'C:\program files\anywhere365\plugins\Dynamics365' if you followed the installation guide).

Modify the '.config' file to include the TimelineServiceUrl:

<configuration>

...

<appSettings>

...

<add key="TimelineServiceUrl" value="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]/UniversalTimelineService/"/>

...

</appSettings>

...

Restart the UCCUCC stands for Unified Contact Center and consists of a queue that can be handled by Agents. Each UCC has its own settings, interactive voice response questions and Agents with specific skills. Agents can be member of, or sign up to, one or more UCCs. to make sure the modified settings are picked-up.