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Old 01-26-2011, 07:03 AM
eclaudio eclaudio is offline
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Join Date: Aug 2010
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Default CRM Sync

Hello Omer,

Based on your post I can see some steps were performed but I'm not clear if the other steps were completed as well.

As a reference, please go over the CRM implementation guide:

Browse to the ‘MS CRM Server Customizations’ under the ‘Utilities folder on the CCE 4.0 DVD
Open the WORD document titled ‘Implementation Guide - MSCRM Integration.doc’




Make sure the configuration steps are completed, starting on page 10.

There is a reference to configure the ASGUIHost.ini file on each CCE agent desktop if the .ini file is used locally, If not you can perform the same configuration at the CCE agent desktop user profile (Configuration manager) , make sure the assembly name on the user profile is correct and the other configuration items as well.


At page 28 there are some steps/procedures on how to invoque a manual Synchronisation between the CRM DB and the CCE Contacts DB

thanks
-kiko
CC Backbone
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