As we implement CRM in enterprise, we usually integrate with many other information system such as ERP、OA、CallCenter etc. CallCenter Integration played an important part in implemention.

The first version of USD deployed in April 2015.

Before USD, we usually integrate with CallCenter using 3 methods:

1) Modified the CRM main page, add some panels and divs into the page, and put the CallCenter toolbar flowing over the pge.

2) CallCenter provided Active X plugin, Out Of The Box tool, make it easier to complete the Integration.

3) CMS-liked tool,to involve and manage CRM、CallCenter UI into the tool, USD is an instance of this one

Method Advantage Disadvantage
1 flex,customizable

take a lot of work

MS not support, may override after CRM update

2 quick to implement

not complicated with Non-IE browser,

depend on Callcenter Supplier

3 most flex, great experience

take majority of work

In fact, USD is a tool that provides a UI that matchs agents' usage habits, USD can add serveral CRM forms 、CallCenter toolbar、statusbar and even chat panel into one container

Below is the schema of the integration between CRM and CallCenter:

According to the diagram,

Agents (Using USD) receive telephone related info from CallCenter, send call  and other opertions to CallCenter

When a call arrives,USD desktop manager query customer and other info from CRM using telephone number

CRM does not contact CallCenter directly

Before using USD, you need to use USDPackageDeployer to deploy the USD solution into CRM, the USD embeds 4 instance , one doesnot contain configration and the other three contain some predefined configrations

Next, you should install the Unifie Service Desk client. Try to install the latest version if possible

Also you need to config the IE Properties. Go to the Security - Restricted Site - Sites to add these 3 sites:   http://event   http://close   http://uii

Then you can use USD now , remember to run the client as the administrator

Unified Service Desk Overview的更多相关文章

  1. Confluence 6 给一个从 Jira Service Desk 的非许可证用户访问权限

    如果你正在使用 Confluence 为 Jira 服务桌面(Jira Service Desk)的知识库,你可以选择允许所有活动的用户和客户(客户是可以登录的用户,但是这些用户是没有 Conflue ...

  2. Setup JIRA Service Desk 3.9.2 on Oracle Linux 6.8

    OS Oracle Linux 6.8 V138414-01.iso Database mysql5.6.30 MySQL-5.6.30-1.el6.x86_64.rpm-bundle.tar JIR ...

  3. JIRA Service Desk 3.9.2 没有许可证

    https://my.atlassian.com/license/evaluation Server ID BFHT-0XFL-3NM8-3KRF SEN SEN-L10880225 License ...

  4. CRM 2016 升级CRM365之注意事项

    https://docs.microsoft.com/zh-cn/previous-versions/dynamicscrm-2016/deployment-administrators-guide/ ...

  5. 为Dynamics 365 USD设置打开调试面板的自定义快捷键

    我是微软Dynamics 365 & Power Platform方面的工程师罗勇,也是2015年7月到2018年6月连续三年Dynamics CRM/Business Solutions方面 ...

  6. 为Dynamics 365 USD设置使用Chrome进程来驻留Web应用程序

    我是微软Dynamics 365 & Power Platform方面的工程师罗勇,也是2015年7月到2018年6月连续三年Dynamics CRM/Business Solutions方面 ...

  7. 【Azure 应用服务】Azure App Service 自带 FTP服务

    问题描述 Azure PaaS服务是否有FTP/S服务呢? 回答问题 应用服务(Web App/App Service)在创建时候,默认创建了FTP服务并自动开启,用于应用部署.但它不是适合作为FTP ...

  8. 【Azure 应用服务】使用PowerShell脚本上传文件至App Service目录  

    问题描述 使用PowerShell脚本上传文件至App Service目录的示例 脚本示例 对文件进行上传,使用的 WebClient.UploadFile 方法进行上传.当文件夹中包含子目录,执行以 ...

  9. Magic Quadrant for Security Information and Event Management

    https://www.gartner.com/doc/reprints?id=1-4LC8PAW&ct=171130&st=sb Summary Security and risk ...

随机推荐

  1. Codeforces 237E

    没啥好说的 #include<iostream> #include<algorithm> #include<cstdio> #include<cstring& ...

  2. eclipse使用STS插件 报错:SocketTimeoutException: Read timed out

    新建boot项目后,提示: SocketTimeoutException: Read timed out 解决: 在eclipse.ini末尾,追加: -Djava.net.preferIPv4Sta ...

  3. testlink数据库访问密码修改

    testlink重启后数据库连接不上将会报错 错误:1045 - Access denied for user 'my_db '@'localhost' (using password: YES) 怎 ...

  4. 转——深度学习之BN算法(Batch Normailization)

    Batch Normalization 学习笔记 原文地址:http://blog.csdn.net/hjimce/article/details/50866313 作者:hjimce 一.背景意义 ...

  5. 在MD中使用Emoji

    mark语法中支持emoji表情 具体语法是:emoji: 比如我输入 :smile: 就会出现微笑

  6. 基于Visual Studio .NET2015的单元测试 OpenCover

    https://www.cnblogs.com/XiaoRuLiang/p/10095723.html 基于Visual Studio .NET2015的单元测试 1.    在Visual Stud ...

  7. mc01_IntelliJ IDEA安装与Java项目创建以及Tomcat配置

    IntelliJ IDEA安装与激活 下载地址:http://www.jetbrains.com/idea/ 安装下一步下一步即可,关键是注册激活,该部分分两个步骤: 1. 配置windows hos ...

  8. APP测试总结2

    一.App测试流程与web项目流程区别 1.对UI要求比较高,需要更加注重用户体验.对于一个小小的屏幕,如何让用户使用更加轻便.简介.易用. 2.App是调用服务端接口展示数据.我们测试需要可以判断问 ...

  9. MySQL三大范式和反范式

    1. 第一范式确保数据表中每列(字段)的原子性.如果数据表中每个字段都是不可再分的最小数据单元,则满足第一范式.例如:user用户表,包含字段id,username,password 2. 第二范式在 ...

  10. 使用eclipse IDE遇到的问题

    Problems opening an editor Reason project name does not exist 项目右键->configure->convert to mave ...