Microsoft Dynamics CRM App Creation and Installation

26 min

Overview

This document serves as a guide to configure the MSD CRM App at MSD application's end. Please follow all the steps for the configuration given below.

Usage Instructions

Create Microsoft Dynamic Account and do following configuration:

Step 1: Set Up Dynamics Account:

1.First, create an account or do sign up for MSD 365 from the below link :

https://signup.microsoft.com/Signup?OfferId=bd569279-37f5-4f5c-99d0-425873bb9a4b&dl=DYN365_ENTERPRISE_PLAN1&Culture=en-us&Country=us&ali=1

Copy the Username and Password.

2.While creating the account select all services provided by

https://port.crm8.dynamics.com/G/TrialInstances/TrialInstancePicker.aspx

now click on create your own trial

now click on create new

now select "All of these" checkbox and click on complete setup

from here you can add the new instance as well and now copy the URL from the browser

3.The user will do log in with the below URL with credentials, Username, and Password.

https://cxfusion.crm8.dynamics.com/

4.Now we will redirect to this page :

Step 2: Register an Application in Azure for SSO:

Log in to the Microsoft Azure portal using your Dynamics credentials. Steps to create APP in Azure https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/Overview

Navigate to Azure Active Directory from the left-hand menu.

Click on App Registration and provide a name and now click on add new app and provide the details for the app

Set the Application type to "Web app / API". After that enter Web API and MSD CRM URL will be entered. Now provide the details for the app as given below :

In the Sign-on URL field, enter the URL of your app. Click Create.

Now click outside this box it will validate all the details and then create button will highlight.

Now go to the app >> settings and then provides the Reply URLs as given below :

Now to the app name >> settings >> required permission as given in below screenshot :

Now go to the app name >> settings >> required permission and add the API access as given below :

Step 3: Grant API Permissions:

Navigate to API permissions. Now go to the app >> settings >> required permission >> add api access >> select an API and select the DYNAMIC CRM ONLINE (Or Common Data Service)

Now select the app >> settings >> required permission >> add API access >> enable access as provided in the below screen shot:

Now add the API access as given in the below screen shot :

Click the Grant admin consent button to apply the permissions. Confirm by clicking "Yes".

Now go to the keys and copy the client secret from here and save the same somewhere (important) and provide the details as given in below screen shot:

Now copy the application ID from the below screenshot:

Now edit the manifest and provide the oauth2AllowImplicitFlow as TRUE:

Now copy the OAUTH 2.0 TOKEN ENDPOINT and OAUTH 2.0 AUTHORIZATION ENDPOINT from the endpoints as given below: - USE ONLY OAUTH2 V1.0 URLs - https://login.microsoftonline.com/b699289e-9677-4e1a-a46e-3b7xt4dcefe9/oauth2/authorize

Configuration To Enable Channel Specific Framework in Microsoft Dynamics

open your app page in microsoft crm dynamics. eg. https://<orgURL>.dynamics.com/apps

Click on Channel Specific option.

(or) go to https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.d365ciframework and click on GET IT NOW.

Now you have enabled CIF.

Now go to you dynamic home, click on drop down > (in all apps) select Channel specific Framework app > create a new app and fill the details.

In Select Unified Interface Apps for the Channel -- Ameyo Toolbar Supports In Sales Hub Tab And Customer Service Hub. Except These Two Other Tab May Not Support Ameyo Toolbar.

Enter all fields, channel URL will be:

https://<your server domain>/ameyowebaccess/toolbar/toolbar-crm.htm?ucilib=https://<msd domain>/webresources/Widget/msdyn_ciLibrary.js

eg. https://abhay.ameyo.com:8443/ameyowebaccess/toolbar/toolbar-crm.htm?ucilib=https://ddeveloper.crm8.dynamics.com/webresources/Widget/msdyn_ciLibrary.js And than Click on SAVE AND CLOSE

Data Fields Configuration (Phone Call Activity)

To start Ameyo service on Microsoft Dynamics Account, configure data fields to the App so that the Ameyo user can use these data fields during the work. These data fields help the user to fill the customer's information about the phone call.

Perform the following steps to configure and store the Phone Call activities in the CIF account.

Go back to the home of Microsoft Dynamics account.

Select "Dynamics 365 Custom" App from the main menu.

Figure: Dynamics Custom App

Click "Settings" icon, followed by "Advanced Settings" option from the list of settings located in the top right corner of the page.

Figure: Custom Settings icon

It shows the following page of settings.

Figure: Customizations Settings

Click "Settings" icon located with "Customizations". It shows the following page.

Figure: Customize the System Settings tab

Click "Customize the System" tab located on the top of the page. It shows the following page of PowerApps, which makes you allow and integrate all fields to your Ameyo account.

Figure: Entities option of Customization tab

Select the "Entities" link to expand its tree. It shows the list of all features.

Figure: Phone Call List

Scroll down to find "Phone Call". Click it to expand it further.

Click "Fields" option to access the following page.

Figure: Fields option

Now, select "New" button located on the top.

Figure: Phone Call Fields

Create the new Phone Call Fields that helps CIF to create the compatible fields for Ameyo. You have to provide the inputs in the following fields.

Display Name

Name

Format

Maximum Length

Create the following fields with their columns.

Recording Link Field: It allows the Ameyo to record the calls and store them in the Ameyo Server.

Display Name: Recording Link

Name: recordinglink

Maximum Length: 500

Format: URL

Figure: Recording Link Field

Disposition Field: It allows you to provide the Dispositions in the CIF as well.

Display Name: Disposition

Name: disposition

Length: 100

Format: Text

Figure: Disposition Field

Sub Disposition Field: It allows you to provide the sub dispositions to the call.

Display Name: Sub Disposition

Name: subdisposition

Length: 100

Format: Text

Figure: Sub Disposition Field

Association Field:

Display Name: Association

Name: association

Length: 100

Format: Text

Figure: Association Field

Agent Field: It allows the CIF to recognize the agent with the help of ameyo.

Display Name: Agent

Name: agent

Length: 100

Format: Text

Figure: Agent Field

If you want to add more fields that are not present in the above steps, then contact the Services Team of Ameyo.

After creating all above fields, close the page and return to the previous page. Now, there is a need to assign these fields to the phone call entity.

Click "Forms" option and click "Fields".

All options of "Forms" options are displayed.

Figure: Forms option in Entity

Click "Phone Call" option in the right panel. It shows the options in a navigation pane located on the right side., which contains the fields created in the previous step. It helps CIF to use all required services offered by Ameyo to inherit.

Figure: Phone Call Entity Page

All created fields are located in this right panel. Drag them to the section named "Phone Call".

Figure: Fields dragged to Main Menu

Click "Publish" button located on the top to save and publish the changes. It shows a confirmation message. Click "OK" to save the changes.

Figure: Save and Publish the Controls

Now, go back to the entities page and open "Phone Call for Interactive experience". It shows the following page.

Figure: Phone Call for Interactive Experience

Perform the same steps, which you have performed earlier in the Phone call menu. Drag the fields to the Phone call menu and assign the control options as done in previous steps.

Figure: Phone call for an interactive experience

After completing all changes, click Publish button to save the changes.

With the above steps, all configurations for Microsoft Dynamics account have been completed.

Have a question?

Our knowledgeable support team and an awesome community will get you an answer in a flash.

To ask a question or participate in discussions, you'll need to authenticate first.