Prerequisites for USD Connector
This section should cover CRM version, any specific configurations required on CRM and/or any required components.
This also includes prerequisites for the agent machine, access permissions, any required applications/settings on the agent machine to deploy/install USD Connector on the agent machine.
Hardware / Software Prerequisites
- Unified Service Desk requires an instance of Microsoft Dynamics 365 for Customer Engagement apps and Microsoft Dynamics 365 for Customer Engagement apps (on-premises).
- Windows 10, Windows 7 Service Pack 1, Windows 8, Windows 8.1
- Recommended screen resolution (in pixels): 1920 x 1080
- Recommended zoom level in Magnifier: 100%
- Internet Explorer 11, Internet Explorer 10 or Internet Explorer 9
For detailed information about the minimum system requirements for installing the Unified Service Desk client application and deploying the sample packages, see Hardware Requirements from Microsoft.
For Generic Connector prerequisites, see Generic Connector Deployment Prerequisites.We support 3 different flavors of MS CRM Web-Connector, based on the different MS CRM versions, however, EF Server Side component installation Aka Generic Connector installation is common for all these flavors, For Generic Connector prerequisites, see Generic Connector Deployment Prerequisites.
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MS CRM Web-CTI Connector can co-reside with EF Generic Connector, So the Hardware/port requirements are the same which are mentioned in the Generic Connector Deployment Prerequisites |
Once the Generic Connector-based version is installed, please follow the relevant guide as per CRM Version.
| Version | Detail | Deployment Guide |
|---|---|---|
| CIF | CIF release is only available for MS CRM Online version 9. x | Link |
| On-Premise for UCI | This release is compatible with UCI for MS CRM on-premise installation for version 9. x | Link |
| Classic UI Installation | This release is compatible with MS CRM 8. x version | Link |