Cisco Cisco Unified CRM Connector 7.5 Installation Guide
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• Perform optional MS CRM customization for CRM Adapter users.
This implementation varies from the other Cisco adapter implementations.
The Microsoft CRM Adapter extends the Microsoft CRM application to
include administration tools and an agent user interface, the Cisco Contact
Center, which allows agents to receive screen pops, manage their calls and
control their channel work sessions.
The Microsoft CRM Adapter extends the Microsoft CRM application to
include administration tools and an agent user interface, the Cisco Contact
Center, which allows agents to receive screen pops, manage their calls and
control their channel work sessions.
Pre-Installation Requirements
The Cisco CRM Adapter for Microsoft CRM 3.0 is installed upon the
Microsoft CRM server. It extends the Microsoft CRM application with
new menu options and web-page forms that serve as administrative and
agent user interfaces.
Microsoft CRM server. It extends the Microsoft CRM application with
new menu options and web-page forms that serve as administrative and
agent user interfaces.
What you will need.
Microsoft CRM User Account
Installation requires a Microsoft CRM user account with administration
privileges. You will need account credentials to complete the installation.
The account becomes the “owner” of the Microsoft CRM application
extensions. It will also be used to administer contact center
configurations and agents.
privileges. You will need account credentials to complete the installation.
The account becomes the “owner” of the Microsoft CRM application
extensions. It will also be used to administer contact center
configurations and agents.
SQL Server Account
Installation requires an SQL Server account with schema create, modify
and delete privileges. This account will be used to create and own the
application adapter schema.
and delete privileges. This account will be used to create and own the
application adapter schema.
A SQL Server account with full access rights on the CRM application
adapter schema is also required to access the database on behalf of
application adapter web services. This can be the same account or a
different account. By default, the installation configures the installation
database credentials for web services access.
adapter schema is also required to access the database on behalf of
application adapter web services. This can be the same account or a
different account. By default, the installation configures the installation
database credentials for web services access.
As part of the installation, The Cisco adapter installs a data schema in the
Microsoft CRM SQL Server instances.
Microsoft CRM SQL Server instances.
Supported Operating Systems and Environments
• The Cisco CRM Adapter for Microsoft CRM 3.0 has the same
operating system requirements as the Microsoft CRM system.
• Windows patches should be up-to-date before installing the adapter.
• It may be installed upon the same Microsoft IIS used for Microsoft
• It may be installed upon the same Microsoft IIS used for Microsoft
CRM system.
• The data schema may be installed upon the same SQL Server instance
used for the Microsoft CRM system.