•Ensure that you have Microsoft CRM running. You need to be logged in and connected before any of the integration macros can work.
•Ensure that you have Cisco Unified CallConnector for Microsoft Dynamics CRM running. It should appear in the Tray on the right side of the Windows Task bar.
•Confirm that events are exactly as described. Misspellings and missing and extra spaces cause problems.
•If you see the "cadlink.exe is not recognized..." error message:
–Confirm that CADLink is installed in the proper location. Use "Start | Search | for files or folders" on the client machine and enter cadlink.exe in the "Search for files or folders named:" field. It should appear at C:\Program Files\Cisco Systems\Cisco Unified CRM Connector Client\CADLink.exe.
–If cadlink.exe is found somewhere else, copy it to the C:\Program Files\Cisco Systems\Cisco Unified CRM Connector Client\ folder.
For assistance with troubleshooting, use these resources:
For assistance for configuring and using Cisco Agent Desktop
Ask-cad@external.cisco.com
For product plans and marketing information
Ask-icd-ivr-pm@external.cisco.com
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Ensure that you have Microsoft CRM running. You need to be logged in and connected before any of the integration macros can work.