Dynamics CRM USD Connector

Classic UI

This is the default UI below version 9.0. 

Unified Client Interface (UCI)

• Introduced in version 9.0 (Dynamics 365) 
• Backward compatibility is available using the Dynamics 365-custom app. This app supports classic UI but it'll be discontinued by Q1 2020. 

Expertflow Package Deployer can be installed on Dynamics 365. 

Expertflow USD Connector - the client application that's installed in Microsoft Unified Service Desk and enabled agent and call controls for the agent. 

The agent will always be logged in the Dynamics 365-custom app by default. The agent will not be prompted for any other app even if the agent is privileged to do so.

To make UCI compatibility, Expertflow Package Deployer configurations will be modified. 

The agent will then be able to log in to any privileged Dynamics 365 app in USD. The app will then use USD components (hosted controls, events, toolbar, etc) optimized for UCI. 

Dynamics CRM Web Connector

Channel Integration Framework

For MS CRM versions V9.0 and above, the Javascript Toolbar is embedded using CIF. 

Customer Javascript Embedding

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Compatibility