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Version: 5.14

Single Session

Configure Channel Provider

Step 1: Navigate to Channel Integration Framework.

Channel Integration Framework

Step 2: Create a new channel provider.

Channel Provider

Step 3: Specify the following values.

FieldDescription
NameName of the channel provider, this can be any name
LabelThe label is displayed as the title on the widget, this can be any label
Channel URLhttps://<yourorg>.crm<num>.dynamics.com/WebResources/cnx_index.html
Enable Outbound CommunicationYes
Channel Order1
API Version1.0
Select the Unified Interface Apps for the ChannelThe list of Unified Interface Apps where b+s Connects gadget is displayed for the agents.
Select Roles for the ChannelThe security roles that are present in Dynamics 365. Note: If you do not assign any role, the channel provider is shown to all users assigned to the Dynamics 365 Unified Interface App.

Step 4: Click Save to keep your changes.

info

For a full description of all fields refer to the official documentation.

Continue the installation with configure Finesse Server and configure Service Layout