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Beginner

Integrating MS Dynamic CRM with Finesse for Screen Popup

Hi Expects,

I am new to finesse customization, now i am trying to bring MS Dynamic CRM as a gadget in finesse to show the Screen pop up. I don't  know how to Start. Kindly help me

Thanks  in Advance!!!

8 REPLIES 8
Cisco Employee

Look at Screenpop Sample

Look at Screenpop Sample Gadget which will display the MS Dynamic CRM page as soon as agent will answer the call within the same pane on which Finesse Desktop is opened. There are other sample gadgets as well

http://developer.cisco.com/site/finesse/downloads/sample-gadgets/

You can also achieve this using Screen-Pop workflow action but in that case MS Dynamics CRM page will either open in a new tab in the same browser in which Finesse Desktop had been opened. Else it will open in a new browser altogether if you choose "Other" in Handled By option instead of Finesse Desktop.

Regards

Deepak

Beginner

Thanks Deepak, Can u make me

Thanks Deepak, Can u make me clear in case of querying to MS Dynamic CRM to get Screen popup. How to frame a request to get a Screen popup from CRM?. Kindly help me

Cisco Employee

Refer to below thread:

Refer to below thread:

https://supportforums.cisco.com/discussion/12574626/finesse-screenpop-gadget-problem

Regards

Deepak

Enthusiast

Did you manage to solve this?

Did you manage to solve this?

Thanks!

-JT-

Enthusiast

In doing this within Siebel,

In doing this within Siebel, you'll have issues with Single Signon etc. The recommended way by Microsoft is to use Microsoft Dynamics CRM Unified Service Desk, such as in this approach: http://www.expertflow.com/index.php/en/products/crm-cti-integration/crm-connect.html

Beginner

Re: Look at Screenpop Sample

URL say

404 page not found

Hi,

Hi,

i have found something for you:- 

Consilium UniAgent - MS Dynamics CRM (4.0/2011/2013/2015) Connector for Cisco UCCX/UCCE

please refer to this youtube video:- https://www.youtube.com/watch?v=rZ3GJf7zJho 

Regards,

Anshuman Singh

+971 555012936

Beginner

Hi Moses,

Hi Moses,

Tenfold has a call pop up feature which launches a note where you can see the caller's info and make notes if it matches a record in your CRM and if no record, it will then allow you to create a new lead. Tenfold is a CTI solution that integrates with over 150 phone systems and CRMs including MS Dynamics. Check out these integrations at https://www.tenfold.com/integrations/dynamics/ciscopbx

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