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This preface discusses the objectives, audience, and organization of this document. It also provides sources for obtaining documentation and technical assistance from Cisco Systems.
For information on Obtaining Documentation, Documentation Feedback, Cisco Product Security, Obtaining Technical Assistance, and Obtaining Additional Publications and Information, see the monthly What's New publication, which lists all new and revised Cisco technical documentation.
This document describes the tasks and commands necessary to install and configure the
Cisco Unified CallConnector for Microsoft Dynamics Customer Relations Management 3.0
(Cisco Unified CallConnector for Microsoft Dynamics CRM, formerly know as
Cisco Unified CRM CallConnector) to integrate with Cisco Unified Communications Manager (formerly known as Cisco Unified CallManager), Cisco Unified Communications Manager Express (Cisco Unified CME, formerly known as Cisco Unified CallManager Express), and Cisco Unified IP Call Control Express (Cisco Unified IPCC Express).
This document is intended primarily for Cisco Partners and Resellers who install and maintain the Cisco Unified CallConnector for Microsoft Dynamics CRM—developed by Cisco Systems with the support of Microsoft Corporation—to enable small- to medium-businesses (SMBs) and networked branch offices to deploy a more complete CRM solution by connecting Cisco Unified IP Communications with the Microsoft Business Solutions Customer Relationship Management (Microsoft CRM) application.
This document includes the following sections:
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Cisco Unified CallConnector for Microsoft Dynamics CRM 3.0 Overview |
Description of Cisco Unified CallConnector for Microsoft Dynamics CRM concepts. Includes hardware and software prerequisites. |
Installing Cisco Unified CallConnector for Microsoft Dynamics CRM 3.0 |
Step-by-step procedures to install the software required for the Cisco Unified CallConnector for Microsoft Dynamics CRM. |
Step-by-step procedures for configuring IP phone service and XML display service. |
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Integrating Cisco Unified CallConnector for Microsoft Dynamics CRM with Cisco Unified IPCC Express |
Step-by-step procedures for integrating Cisco Unified CallConnector for Microsoft Dynamics CRM with Cisco Unified IPCC Express. |
Using the Cisco Unified CallConnector for Microsoft Dynamics CRM Client |
Description of how to use the Cisco Unified CallConnector for Microsoft Dynamics CRM Client. |
Troubleshooting tips for the Cisco Unified CallConnector for Microsoft Dynamics CRM. |
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Cisco Unified Communications Manager |
Cisco Unified Communications Manager technical documentation |
Cisco Unified Communications Manager Express |
Cisco Unified Communications Manager Express technical documentation |
Cisco Unified CCC 2.1 |
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Cisco Unified IPCC Express |
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Cisco IOS voice features |
See the entire Cisco IOS Voice Configuration Library—including library preface and glossary, feature documents, and troubleshooting information—at http://www.cisco.com/en/US/products/ps6441/prod_configuration_guide09186a0080565f8a.html |
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Cisco and Microsoft Website |
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Cisco Unified Contact Center Express |
http://www.cisco.com/en/US/products/sw/custcosw/ps1846/index.html |