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Version: 6.2

Installation for USD

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.

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Further information and options can be found in the USD Configuration Guide.

Prerequisites

  • Cisco CCE/CCX is ready for use, and agents are able to login and receive calls using the Finesse Agent Desktop.

  • CORS needs to be enabled on the Finesse Server. Additional information can be found here.

  • 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 newest Package Deployer from Microsoft is installed and Unified Service Desk - Unified Interface Package is deployed.
    For more information please refer to the official documentation on the Microsoft website.

  • Unified Service Desk 4.1 or higher is installed on the agent workstation.
    For more information please refer to the official documentation on the Microsoft website.

  • 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

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If b+s Connects is already installed for Web Client you can skip this chapter and go on with Configure Channel Integration Framework.

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

Configure Channel Integration Framework

Step 1: Navigate to Unified Service Desk Administrator.

Navigate to USD App

Step 2: Navigate to Hosted Controls.

Navigate to Hosted Controls

Step 3: Create a Hosted Control.

Create a Hosted Control

Step 4: Specify the following values.

PropertyValue
NamebsConnects
Display Nameb+s Connects for Dynamics
Unified Service Desk Component TypeChannel Integration Framework
Hosting TypeChrome Process
Channel URL:https://<yourorg>.crm<num>.dynamics.com/WebResources/cnx_index.html
Application is Globalchecked
Display GroupRightPanel
Application is DynamicNo

Step 5: Click Save to keep your changes.

Configure Dashboard

Step 1: Navigate to Hosted Controls.

Hosted Controls

Step 2: Search and open "Dashboard".

Dashboard Hosted Control

Step 3: Specify the following properties.

PropertyValue
Unified Service Desk Component TypeUnified Interface Page
Hosting TypeChrome Process
Application is Globalchecked
Display GroupMainPanel
Application is DynamicNo

Step 4: Click Save to keep your changes.

Configure Global Browser Mode

Step 1: Navigate to Options.

Options

Step 2: Search for "GlobalBrowserMode" and open it or create a new option.

Global Browser Mode

Step 3: Adjust the following properties.

PropertyValue
Global OptionOthers
NameGlobalBrowserMode
ValueChrome

Step 4: Click Save to keep your changes.

Configure Action Calls

Step 1: Navigate to Action Calls.

Action Calls

Step 2: Search and open "Get environment for CIF".

Select Action

Step 3: Adjust the following properties.

PropertyValue
Hosted ControlDashboard
ActionRunXrmCommand
DatawebResourceName=cnx_CIFXrmCommands.js
functionName=getEnvironment
'bsConnects'
'[[corrId]+]'
'[[$Context.url]+]'

Step 4: Click Save to keep your changes.

Step 5: Navigate to Action Calls.

Step 6: Search and open "Get Entity Metadata for CIF".

Step 7: Adjust the following properties, save your changes and navigate to Action Calls.

PropertyValue
Hosted ControlDashboard
ActionRunXrmCommand
DatawebResourceName=cnx_CIFXrmCommands.js
functionName=getEntityMetadata
'bsConnects'
'[[corrId]+]'
'[[entity]+]'
[[attributes]+]

Step 8: Search and open "Retrieve record for CIF".

Step 9: Adjust the following properties, save your changes and navigate to Action Calls.

PropertyValue
Hosted ControlDashboard
ActionRunXrmCommand
DatawebResourceName=cnx_CIFXrmCommands.js
functionName=retrieveRecord
'bsConnects'
'[[corrId]+]'
'[[entity]+]'
'[[entityId]+]'
'[[queryParameters]+]'

Step 10: Search and open "Create record for CIF control".

Step 11: Adjust the following properties, save your changes and navigate to Action Calls.

PropertyValue
Hosted ControlDashboard
ActionRunXrmCommand
DatawebResourceName=cnx_CIFXrmCommands.js
functionName=createRecord
'bsConnects'
'[[corrId]+]'
'[[entity]+]'
[[data]+]

Step 12: Search and open "Update record from CIF".

Step 13: Adjust the following properties, save your changes and navigate to Action Calls.

PropertyValue
Hosted ControlDashboard
ActionRunXrmCommand
DatawebResourceName=cnx_CIFXrmCommands.js
functionName=updateRecord
'bsConnects'
'[[corrId]+]'
'[[entity]+]'
'[[entityId]+]'
[[data]+]

Step 14: Search and open "Delete record from CIF".

Step 15: Adjust the following properties, save your changes and navigate to Action Calls.

PropertyValue
Hosted ControlDashboard
ActionRunXrmCommand
DatawebResourceName=cnx_CIFXrmCommands.js
functionName=deleteRecord
'bsConnects'
'[[corrId]+]'
'[[entity]+]'
'[[entityId]+]'

Step 16: Search and open "Search and open records for CIF".

Step 17: Adjust the following properties, save your changes and navigate to Action Calls.

PropertyValue
Hosted ControlDashboard
ActionRunXrmCommand
DatawebResourceName=cnx_CIFXrmCommands.js
functionName=retrieveMultipleAndOpenRecords
'bsConnects'
'[[corrId]+]'
'[[entity]+]'
"[[queryParameters]+]"
[[searchOnly]+]

Step 18: Search and open "Open form for CIF".

Step 19: Adjust the following properties and save your changes.

PropertyValue
Hosted ControlDashboard
ActionRunXrmCommand
DatawebResourceName=cnx_CIFXrmCommands.js
functionName=openForm
'bsConnects'
'[[corrId]+]'
[[entityFormOptions]+]
[[entityFormParameters]+]
'[[$Context.Id]+]'

Step 20: Search and open "Load dashboard".

Step 21: Adjust the following properties and save your changes.

PropertyValue
Hosted ControlDashboard
ActionNavigate
Dataurl=/main.aspx?pagetype=dashboard&id=DEAA7F5F-0130-E311-87F2-00155DD8D60B
HideNavigationBar = True

Step 22: Create a new action call.

Create new action call

Step 23: Provide the following properties and save your changes.

PropertyValue
NameReload CIF
Hosted ControlbsConnects
ActionRunScript
DataframeWindow.location.reload();

Configure Events

Step 1: Navigate to Events.

Events

Step 2: Search and open "GetEnvironment".

Select Event

Step 3: Adjust the following properties.

PropertyValue
Hosted ApplicationbsConnects
Active ActionsGet environment for CIF

Step 4: Click Save to keep your changes.

Step 5: Navigate to Events.

Step 6: Search and open "GetEntityMetadata".

Step 7: Adjust the following properties, save your changes and navigate to Events.

PropertyValue
Hosted ApplicationbsConnects
Active ActionsGet Entity Metadata for CIF

Step 8: Search and open "RetrieveRecord".

Step 9: Adjust the following properties, save your changes and navigate to Events.

PropertyValue
Hosted ApplicationbsConnects
Active ActionsRetrieve record for CIF

Step 10: Search and open "CreateRecord".

Step 11: Adjust the following properties, save your changes and navigate to Events.

PropertyValue
Hosted ApplicationbsConnects
Active ActionsCreate record for CIF control

Step 12: Search and open "UpdateRecord".

Step 13: Adjust the following properties, save your changes and navigate to Events.

PropertyValue
Hosted ApplicationbsConnects
Active ActionsUpdate record from CIF

Step 14: Search and open "DeleteRecord".

Step 15: Adjust the following properties, save your changes and navigate to Events.

PropertyValue
Hosted ApplicationbsConnects
Active ActionsDelete record from CIF

Step 16: Search and open "SearchAndOpenRecords".

Step 17: Adjust the following properties, save your changes and navigate to Events.

PropertyValue
Hosted ApplicationbsConnects
Active ActionsSearch and open records for CIF

Step 18: Search and open "OpenForm".

Step 19: Adjust the following properties and save your changes.

PropertyValue
Hosted ApplicationbsConnects
Active ActionsOpen form for CIF

Step 20: Search and open "DesktopReady".

Step 21: Adjust the following properties and save your changes.

PropertyValue
Hosted ApplicationCRM Global Manager
Active ActionsLoad dashboard

Step 22: Create a new event.

Create new event

Step 23: Provide the following properties and save your changes.

PropertyValue
NameBrowserDocumentComplete
Hosted ApplicationbsConnects

Step 24: Adjust the following property and save your changes.

PropertyValue
Active ActionsReload CIF
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If startup behavior is not consistent defer execution of Reload CIF.

Configure Window Navigation Rules

My Agent Settings

Step 1: Navigate to Hosted Controls.

Navigate to Hosted Controls

Step 2: Create a Hosted Control.

Create a Hosted Control

Step 3: Specify the following values.

PropertyValue
NamebsConnects Agent Settings
Display NameMy Agent Settings
Unified Service Desk Component TypeUnified Interface Page
Hosting TypeChrome Process
Pre-Fetch Datachecked
Allow Multiple PagesNo
Application is Globalnot checked
Display GroupMainPanel
AdapterUse No Adapter
Application is DynamicYes
User can Closenot checked

Step 4: Click Save.

Step 5: Navigate to Window Navigation Rules.

Window Navigation Rules

Step 6: Create a Window Navigation Rule.

Create Navigation Rule

Step 7: Create an Entity Type Mapping.

Create Entity Numeric Mapping

Step 8: Set the name to "cnx_connectsagent", click Save and go back to the Window Navigation Rule.

Configure Entity Numeric Mapping

Step 9: Adjust the following properties.

PropertyValue
NameDefault bsConnects Agent
Order200
Entitycnx_connectsagent

Step 10: Go to the Result tab and adjust the following properties.

Navigation Rule Result-Tab

PropertyValue
Route TypePopup
ActionRoute Window
DestinationTab
Target TabbsConnects Agent Settings
Show TabbsConnects Agent Settings
Hide Command BarNo
Hide Navigation BarYes

Step 11: Click Save to keep your changes.

Configure Finesse Server

Finesse Server configuration entries are records that contain the URL and the HTTP and XMPP Port to a Finesse Server. These records are used to assign an agent to a Finesse server. 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 Contact Centers and add a new configuration.

Finesse Servers

Step 3: Enter a name, the Finesse server URL in the format https://name.domain and readjust the HTTP and XMPP Ports if needed.

Finesse Server Configuration

Step 4: Click Save to keep your changes.

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For a full description of all fields refer to the Finesse Configuration Guide.

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: Enter a descriptive name for the Service Layout.

Service Layout Configuration

Step 4: Click Save to keep your changes.

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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 for and select your Contact Center configuration.

User Finesse Configuration

Step 7: Search for 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.

Upgrade

Upgrade for b+s Connects for Unified Service Desk

There is no direct upgrade path from the b+s Connects for Unified Service Desk.

It is recommended installing b+s Connects for Microsoft Dynamics 5.0 or later before uninstalling the former version. Both versions can run in parallel.

Further information can be found in the migration guide.

For detailed installation instructions please refer to the Installation Guide.

Upgrade for b+s Connects for Microsoft Dynamics

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

Step 2: Navigate to Solutions section.

Settings Solutions

Step 3: Click Import.

Upgrade Solution

Step 4: Choose the new b+s Connects for Dynamics solution file and click Next

Select Solution

Step 5: Uncollapse Advanced settings, select the recommended and default options and click Import.

Advanced Settings

Step 6: A notification appears that the import was successful.

Solution Import Success

When upgrading from version 6.1 or later, the following notification is displayed instead:

Solution Import Warning

Step 7: Make sure to publish all customizations.

Publish Solution Customizations

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For version specific upgrade information please refer to Features and Limitations.