Update CRM Service
Note
An additional Dialogue Cloud WebAgent for Voice or for Omnichannel license is required.
Note
An additional Dialogue Cloud WebAgent for Voice or for Omnichannel license is required.
Introduction
The Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. Service is used for communication between you CRM interface and AnywhereNow components.
Update
Deploy package
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Unzip the CRM Service package.
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Run installCrmService.ps1 in PowerShell as administrator.
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Select Y to update the CRM Service package.
Update Plugin
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Open Internet Information Services (IIS) Manager on the server where the CRM Service is deployed.
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In the Application Pools search for the CrmV2ApplicationPool Application Pool.
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Stop the Application Pool.
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Unzip the CRM plugin package.
Note
For each CRM integration there is a separate plugin zip.
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Paste the plugin folder inside the Plugin folder of the CRM Service:
Default pathC:\inetpub\wwwroot\CrmServiceV2\CrmConfiguration.yaml
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Return to Internet Information Services (IIS) Manager and start the CrmV2ApplicationPool Application Pool again.