Before You Proceed…

• Get a trial license key of the EF Connector from ExpertFlow. 
• You already have a Cisco Unified Contact Center (Express, Packaged, or Enterprise) installed. If not, you can request for a Cisco DCloud (cloud based) demo. In the Trial License Key Form, check the option of “DCloud Demo”.
• You have the admin credentials of your MS CRM account
• Allocate a virtual machine in the network with Microsoft Windows with at least 1 vCPU, 2GB RAM for the EF Connector server setup. See a complete list of EF Connector hardware/software prerequisites here.

Trial setup is a 3-stage process.

EF Connector Prerequisites 

EF Connector is the middleware between Cisco contact center and Microsoft USD application. The EF Connector can be installed on any Windows machine with the following Hardware & Software specifications.

The machine should have network connectivity (latency < 100ms) established between Cisco contact center and Microsoft Dynamics 365/On-premise server.

Hardware Requirements

Software Requirements

1- Organization CTI Configurations 

These are server side organization configuration applied for the EF USD CTI Connector to work.

1. Download the Package Deployer on any Windows machine with the recent .Net framework installed.
2. Enter admin account credentials and select the Organization where you want the CTI configurations be applied. If you don’t select one, the package will be installed in the user’s default organization. 
   
   
   
   
   
3. Click on EF UCCX connector and press next on each of the following screens to complete the installation process.
4. This setup will install “Contoso Configuration” in the selected Organization.

After completing the base server configurations, you need to apply additional manual configurations on MS CRM for adding users to “Contoso Configuration”, configure additional USD roles and permissions, and optionally apply SSO configuration.

2- Install EF Connector 

1. Download EF Connector Installer
2. Follow this guide to install and configure EF Connector

3- Install USD Connector 

1. Download & install Microsoft Dynamics Dynamics365-USD-2.2.2.806-i386.exe (32 bit) from https://www.microsoft.com/en-us/download/details.aspx?id=50355 on an agent’s PC.
2. Download EF USD Connector and install on the same agent’s PC following the instructions below.

Steps for Installing USD Connector

Extract the downloaded archive using WinRAR or similar and run MS Dynamics CTI Connector.msi.

1. The installation process starts with the following screen:
   
   
2. Read the instructions carefully and then press Next.
   
   
   
3. Select Contact Center Enterprise (for UCCE, PCCE), Express (for UCCX)
   
   
   
4. Enter the IP address of the machine where Generic Connector  (EF Connector) is installed. Specify the port number 61616 as shown in the screenshot. It can be left blank and could be set manually by editing the UnifiedServiceDesk.exe.config file which is present in the installation directory of USD. <add key="ActiveMQ" value="192.168.x.x "/>
   
   
   
5. Set the installation path, make sure this is the path where USD is installed otherwise, installation will not be completed successfully.
   
   
   
   
   
6. Click Next to complete the installation process.

Run the Unified Service Desk

1. Enter Unified Service Desk login credentials of the relevant CRM user (working as a Cisco contact center agent).
   
   
   
   
2. On the following screen,
   
   
   
   
   
   Click on the Login button and provide the Finesse login credentials.