Single Session
Configure Channel Provider
Step 1: Navigate to Channel Integration Framework.
Step 2: Create a new channel provider.
Step 3: Specify the following values.
Field | Description |
---|---|
Name | Name of the channel provider, this can be any name |
Label | The label is displayed as the title on the widget, this can be any label |
Channel URL | https://<yourorg> .crm<num> .dynamics.com/WebResources/cnx_index.html |
Enable Outbound Communication | Yes |
Channel Order | 1 |
API Version | 1.0 |
Select the Unified Interface Apps for the Channel | The list of Unified Interface Apps where b+s Connects gadget is displayed for the agents. |
Select Roles for the Channel | The 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