- \n
- Customer Care Accelerator for Microsoft Dynamics CRM 2011 from Microsoft marketplace.<\/li>\n
- MicrosoftDynamicsCRM2013UII.exe which can be downloaded along with Microsoft Dynamics CRM 2013 Software Development Kit (SDK).<\/li>\n
- Following are the prerequisites to install on the CCA desktop agent.<\/li>\n<\/ul>\n
.NET Framework 4.0<\/p>\n
Windows Identity Foundation (WIF)<\/p>\n
We can proceed with the installation, once the pre-requisites are covered.<\/p>\n
Follow the below mentioned steps for installation<\/p>\n
Step 1:<\/span><\/b> Install the \u201cCRMv2011-UII-i386-1033.msi<\/b>\u201d on your CRM server. \u201cCRMv4.0-UII-i386-1033.msi<\/b>\u201d is a part of the zip file downloaded from Microsoft Marketplace. As per your Operating system type, install the 32bit or 64bit package.<\/p>\n
![\"1\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/1.png\")
<\/a><\/p>\nThis is a simple installation process wherein you need to specify the organization name where you intend to install CCA. Specify the organization name and user name. Post this, proceed with the complete package install to use all the features of CCA.<\/p>\n
Step 2:<\/span><\/b> Now you need to import \u201cUiiForMicrosoftDynamicsCRM_3_0_managed.zip\u201d and \u201cReferenceImplementationforUII_1_0_managed.zip\u201d managed solutions in the CRM. These solutions are a part of \u201cMicrosoftDynamicsCRM2013UII.exe\u201d which you need to extract on a file \/ directory.<\/p>\n
- \n
- \u201cUiiForMicrosoftDynamicsCRM_3_0_managed.zip\u201d can be found in \u201cyour_directory\\Solutions\\UII\\UiiForMicrosoftDynamicsCRM_3_0_managed.zip\u201d<\/li>\n
- \u201cReferenceImplementationforUII_1_0_managed.zip\u201d can be found in \u201cyour_directory\\SampleCode\\UII\\CCA\\Source Code\\Data\\CCA\\Data\\ReferenceImplementationforUII_1_0_managed.zip\u201d<\/li>\n<\/ul>\n
Tip: A simple search for the file using the name given above, inside the extracted directory will give you the location of file inside your extracted directory.<\/p>\n
Note<\/b> \u2013 While importing the \u201cReferenceImplementationforUII_1_0_managed.zip\u201d solution we have experienced a warning after the complete import of the solution. The warning said \u201cEscalation Team not present\u201d and corresponding workflows were not activated.<\/p>\n
Step 3:<\/span><\/b> Next step is to import the corresponding CSV files.<\/p>\n
- \n
- \u201cUII Option.csv\u201d\u00a0 can be found in \u201cyour_directory\\Solutions\\UII\\UII Option.csv\u201d<\/li>\n
- \u201cCTI Hosted Applications.csv\u201d cam be found in \u201cyour_directory\\SampleCode\\UII\\CCA\\Source Code\\Data\\Hosted Applications\\CTI Hosted Applications.csv\u201d<\/li>\n<\/ul>\n
Import the \u201cUII Option.csv\u201d on your 2013 CRM and then import \u201cCTI Hosted Applications.csv\u201d. The latter should be mapped with \u201cUII Hosted Applications<\/b>\u201d. As shown below.<\/p>\n
![\"2\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/2.png\")
<\/a><\/p>\nStep 4:<\/span><\/b> Now build the RIConfigLoader application after resolving the missing assembly references. The references can be found at \u201cyour_directory\\Bin\\UII\u201d directory. The RIConfigLoader application can be found at \u201cyour_directory\\Source Code\\RIConfigLoader\\RIConfigLoader\u201d.<\/p>\n
![\"3\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/3.png\")
<\/a><\/p>\nClick on Connect after filling the required details and then click on deploy as shown above.<\/p>\n
Note:<\/b> This should be done at CRM server only for OnPremise and IFD deployments.<\/p>\n
After this step, Escalation Team would be created and the workflows that were on draft state would get activated.<\/p>\n
\u00a0<\/b>Tip:<\/b><\/p>\n
- \n
- For IFD deployment, we had to login using \u201cuser@domain.com<\/b>\u201d .We tried using \u201cdomain\\user\u201d, but this format didn\u2019t work. Hence if you are installing CCA for IFD deployment, then please provide user name in user@domain.com<\/a><\/b> format.<\/li>\n
- For an On-Premise deployment, we had logged in using \u201cuser\\domain<\/b>\u201d.<\/li>\n<\/ul>\n
Step 5:<\/span><\/b> Now build the AgentDesktop application, which can be found at \u201cyour_directory \\SampleCode\\UII\\CCA\\Source Code\\AgentDesktop<\/b>\u201d and remove the assembly references error if any. To remove the error, please follow instructions on step 4.<\/p>\n
While running the application for IFD, we were facing problem while logging. The error log that was generated is shown below:<\/p>\n
![\"4\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/4.png\")
<\/a><\/p>\n![\"5\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/5.png\")
<\/a><\/p>\nWe observed that \u201chomeRealmUrlString<\/b>\u201d was passed during connection. Generally we pass \u201cnull<\/b>\u201d, hence we changed the string to \u201cnull<\/b>\u201d and we were able to connect to IFD as shown below<\/p>\n
![\"6\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/6.png\")
<\/a><\/p>\nBefore running the \u201cAgentDesktop.exe<\/b>\u201d, change the \u201cAgentDesktop.exe.config<\/b>\u201d found within the same folder as of exe file. The same is shown below.<\/p>\n
![\"7\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/7.png\")
<\/a><\/p>\nThere is an additional setting for making the log files for CCA application which you can turn off by commenting the below code in \u201cAgentDesktop.exe.config<\/b>\u201d file. If you need it, you can specify the path where the log has to be created. The same is shown below.<\/p>\n
![\"345\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/345.png\")
<\/a><\/p>\nNow you can run the application from \u201cAgentDesktop.exe<\/b>\u201d.<\/p>\n
![\"8\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2014\/03\/8.png\")
<\/a><\/p>\n————————————————-<\/p>\n
Posted by: Inogic<\/p>\n
For more information\/discussions (documents, sample code snippets, detailed work flow or diagrams)<\/p>\n
Please be free to visit the following links or email us:<\/p>\n
Web:\u00a0http:\/\/www.inogic.com<\/a><\/p>\n
Blog:\u00a0https:\/\/www.inogic.com\/blog<\/a><\/p>\n
Email:\u00a0news@inogic.com<\/a><\/p>\n
————————————————–<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Installing and configuring Customer Care Accelerator (CCA) can be a challenging task. This blog will serve as a guidance and simplify the said process. The main focus of Customer Care Accelerator (CCA) for Microsoft Dynamics CRM is on delivering contact center enabling functionality, like the ability to create a unified desktop by combining data elements\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[21,22,24],"tags":[259,260,421,461],"class_list":["post-356","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm-2013","category-dynamics-crm-2015","category-dynamics-crm-2016","tag-cca-for-crm2013","tag-cca-with-crm2013-ifd","tag-crm2013","tag-customer-care-accelerator"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=356"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/356\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=356"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=356"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- For an On-Premise deployment, we had logged in using \u201cuser\\domain<\/b>\u201d.<\/li>\n<\/ul>\n
- For IFD deployment, we had to login using \u201cuser@domain.com<\/b>\u201d .We tried using \u201cdomain\\user\u201d, but this format didn\u2019t work. Hence if you are installing CCA for IFD deployment, then please provide user name in user@domain.com<\/a><\/b> format.<\/li>\n