Configure WebAgent with Dynamics 365 Channel Integration Framework (CIF 1.0)

Before continuing, complete the prerequisites in Prerequisites for CIF 1.0.

Configure CIF in Dynamics 365

  1. Open your Dynamics and select ‘Advanced Settings’.

  2. Under the Customization tab open 'Microsoft AppSource'

  3. Search for ‘Channel Integration Framework’ and hit ‘Get it now’.

  4. Select Get it now

  5. Read the terms and conditions and select the proper Dynamics tenant.

    Also select the two check boxes and hit Install.

  6. Important: Now log out and log in again, and open the My Apps list. Select the Channel Integration Framework.

  7. Click on +NEW and fill in the properties as per below.

    You may choose for which Channels and Roles the WebAgent should be active.

Check your plugin name

  1. Open WebAgent and your browser's developer tools. Select the Network tab.

  2. Sign in to WebAgent, or reload the page if you are already signed in.

  3. Filter the requests by /plugins and open the matching request's Response tab.

  4. Find the Dynamics CIF 1.0 plugin and use its name, DynamicsCTI or DynamicsOptimizedCTI, as the value of target-cti-plugin in the Channel URL.