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Version: 6.0

Installation

This guide describes how to integrate the b+s Connects for Microsoft Dynamics in the CRM and the few steps to have it up and running.

Prerequisites

  • Webex Contact Center is ready for use, and agents are able to login and receive calls using the Webex Contact Center Desktop.

  • Access to Webex Contact Center for Developers

  • Admin access to the target Dynamics instance is granted.

  • Access to Power Apps, Microsoft 365 admin center and Power Platform admin center.

  • Licenses for b+s Connects are assigned to your tenant.

  • The Channel Integration Framework has to be installed in your Dynamics instance.
    To check if the framework is installed open the Apps overview and locate Channel Integration Framework.

    Channel Integration Framework

    If the framework is not yet installed follow the installation steps outlined on the official documentation to install it.

Install b+s Connects for Microsoft Dynamics

Step 1: Go to https://admin.microsoft.com.

Step 2: Navigate to Licenses in the Billing section and open your license of b+s Connects for Microsoft Dynamics.

Open Licenses for b+s Connects

Step 3: Click "Install this product".

Click install this product

Step 4: Select your environment and start the installation.

Select instance and click install

Step 5: A notification with the installation status is displayed.

Check notification with installation status

Apps Configuration

Multi session applications such as Omnichannel for Customer Service or Customer Service Workspace provide agents with a single workspace experience and allow them to multitask on various customer issues simultaneously.

To configure b+s Connects on a single session app (e.g. Customer Service Hub) please refer to Single Session Configuration.

Customer Service admin center

Multi session is configured in the Customer Service admin center.

Step 1: Open the Apps overview and select the Customer Service admin center app.

Customer Service admin center

Step 2: Navigate to Workspaces.

Workspaces

Agent experience profiles

Step 1: Go to Agent experience profiles.

Agent experience profiles

Step 2: Create a new profile.

New Agent experience profiles

Step 3: Specify the following values.

FieldDescription
NamebsAppProfile
Unique Namecnx_appprofile

Step 4: Click "Create" to create the Agent experience profile.

Step 5: Edit Channel providers.

Edit Channel providers

Step 6: Create new channel provider.

Create channel provider

Step 7: Specify the following values.

FieldDescription
NamebsChannelProvider
Unique Namecnx_channelprovider
Labelb+s Connects
Channel URLhttps://<yourorg>.crm<num>.dynamics.com/WebResources/cnx_index_wxcc.html
Enable Outbound CommunicationYes
Channel Order1
Api Version2
info

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

Step 8: Click "Save and close" to keep your changes.

Step 9: Edit Channel providers again.

Step 10: Select the newly created channel provider and click "Save and close".

Profile Add Channel

Step 11: If the profile contains other channels such as chat, select On for All active channels.

Profile Select Channel

Step 12: Click on "Add users".

Profile Add Users

Step 13: Add the desired user entries.

Profile Add desired Users

Application tab templates

Step 1: Navigate to Workspaces.

Workspaces

Step 2: Go to Application tab templates.

Application tab templates

Step 3: Create a new application tab template.

New Application Tabs

Step 4: Specify the following values.

FieldDescription
NamebsApplicationTab
Unique Namecnx_applicationtab
Titleb+s Application Tab
Page TypeDashboard
Can closeYes

Step 5: Click "Save & Exit" to keep your changes.

info

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

Session templates

This describes how to configure the look and feel of the session that will contain the b+s Connects gadget and the session that will be created on an incoming call.

Step 1: Navigate to Workspaces.

Workspaces

Step 2: Go to Session templates.

Session Template

Step 3: Create a new session template.

New Session Template

Step 4: Specify the following values.

FieldDescription
NamebsDefaultSession
Unique Namecnx_defaultsession
TypeGeneric
TitleVoice
Communication panel modeDocked
Session Iconcnx_Connects_Icon_Color
Anchor tabbsApplicationTab

Step 5: Click "Save" to keep your changes.

Step 6: Create a new session template.

New Session Template

Step 7: Specify the following values.

FieldDescription
NamebsCallSession
Unique Namecnx_callsession
TypeGeneric
TitleCall {callDetails}

Refer to Multi Session Insights for more information on template parameters
Communication panel modeDocked
Session Iconcnx_Connects_Icon_Color
Anchor tabbsApplicationTab

Step 8: Click "Save" to keep your changes.

info

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

Configure WxCC App Integration

Step 1: Go to https://make.powerapps.com.

Step 2: Open the solution for b+s Connects for Dynamics.

Open Connects Solution

Step 3: Share the canvas app "Authentication".

Share Authentication App

Step 4: Add all users who will use b+s Connects.

Share Authentication App

Step 5: Open the details of the canvas app "Authentication".

Open details of authentication app

Step 6: Copy the URL to a text editor.

Copy URL

Step 7: Go to My Apps in Webex Contact Center for Developers.

Step 8: Create a new app.

Create a new App

Step 9: Specify the following values.

FieldDescription
Integration NameConnects for Dynamics
DescriptionConnects for Dynamics
Redirect URI(s)Copied URL of the canvas app "Authentication"
Scopescjp:config, cjp:config_read, cjp:user

Configure App

Step 10: Add the Integration.

Add the new App

Step 11: Copy Client Secret and the OAuth Authorization URL in a text editor.

Copy App Values

caution

The Client Secret is only visible after a new app is added. It can not be retrieved later. Regenerating it will create a new Client Secret.

Configure Contact Center

Contact Center configuration entries are records that contain the Authorization URL, Region and a Client Secret for a WxCC integration. These records are used to sign in. To create a new record follow these steps:

Step 1: Go to Microsoft Dynamics.

Step 2: Navigate to b+s Connects for Cisco Contact Center.

b+s Connects for Cisco Contact Center

Step 3: Navigate to the Contact Centers and add a new configuration.

Contact Centers

Step 4: Select the form for WxCC and specify the following values.

FieldDescription
Nameb+s Connects for WxCC
Auth URLPaste the OAuth Authorization URL
RegionEnter the region of your WxCC (e.g. us1, eu2)
Client SecretPaste the Client Secret

WxCC Configuration

Step 5: Click Save to keep your changes.

info

It is essential that you allow pop-ups from https://apps.powerapps.com.

Configure Service Layout

Service Layouts manage the Agent Desktop (Gadget) behavior. For example: which records should be queried in Dynamics to identify a caller, or how phone numbers should be translated.

This type of configuration is used to describe the service being offered to clients. To create a new record follow these steps:

Step 1: Navigate to b+s Connects for Cisco Contact Center.

b+s Connects for Cisco Contact Center

Step 2: Navigate to the Service Layout and add a new configuration.

Service Layout

Step 3: Display the form for WxCC.

Display form for WxCC

Step 4: Specify the following values.

FieldDescription
NameName of the Service Layout. It will be displayed in any related records.
Call Variable for Share Record (enables share record)Defines the name of the call variable to share a record (e.g. shareRecord ).

Service Layout Configuration

Step 5: Click Save to keep your changes.

info

For additional information please refer to the Service Layout guide.

Configure Dynamics User

In order to use b+s Connects for Dynamics each Dynamics user needs to have a Finesse Server and Service Layout entry configured. Follow the steps below to assign the entries to the Dynamics user.

Step 1: Navigate to b+s Connects for Cisco Contact Center.

b+s Connects for Cisco Contact Center

Step 2: Navigate to Users.

Users

Step 3: Expand System Views to select the desired user view (e.g. Enabled Users).

Users System Views

Step 4: Select a user.

Users List

Step 5: Select tab Connects for Cisco Contact Center MSD - Configuration.

User CCC Configuration

Step 6: Search and select your Contact Center configuration.

User Finesse Configuration

Step 7: Search and select your Service Layout configuration.

User Service Layout Configuration

Step 8: Click Save to keep your changes.

Assign Roles to User

To grant permission for a user to access b+s Connects for Dynamics, assign the role "Connects Agent" or "Connects Administrator". Follow the steps below to manage the roles for users.

To grant permission for a user to access b+s Connects for Dynamics, assign the role "Connects Agent" or "Connects Administrator". Follow the steps below to manage the roles for users.

Step 1: Go to https://admin.powerplatform.microsoft.com.

Step 2: Navigate to Environments.

Power Platform Environments

Step 3: Click your environment to edit.

Power Platform Edit Environment

Step 4: Display the security roles.

Power Platform Security Roles

Step 5: Go to the "Connects ..." roles.

Power Platform Connects Roles

Step 6: Select the role "Connects Agent".

Power Platform Connects Agent Role

Step 7: Open "Members".

Power Platform Role Add People

Step 8: Add users.

Power Platform Role Add People

Step 9: Search for the user entry and click on it.

Power Platform Role Select Users

Step 10: Repeat step 9 to add more users.

Step 11: Add the selected users.

App Profile Add User List

Step 12: Repeat steps 6 to 11 to assign users to the Connects Administrator role.