Release Notes

Target release

1.0

Status

COmpleted

Release Summary

This embedded EFCX Connector runs inside the Microsoft Dynamics CRM, it enables agent state controls, call & chat controls within Microsoft Dynamics CRM allowing agents to use the same CRM agent interface for all call and chat handling and transfer.

Release Limitations

  • Selected Warp-up and Notes will not be reflected in the chat or call activity.

  • Click to chat is not available for this release.

  • Transfer and Queue transfer for calls initiated by Click to Call are not supported in this version.

  • Multi-match lists will not be displayed based on the active chat session when multiple chats are switched.

  • UI flickers upon Chat/Voice landing.

  • Activity gets created for unanswered Call\Chat.

  • CX-Voice limitations are here.

Important Notes

  • Do not login to the same agent on different browsers or different machines.

  • Administrative access to server machines is required to install Microsoft Dynamics EFCX Connector.

  • Admin access for MS Dynamics CRM is required to make CRM side configurations.

  • White theme is not recommended.

Release Tested Highlights

Tested with:

  • EFCX Agent Desk

  • CX Voice

  • WebChat

  • Microsoft Dynamics CRM 365:

    • On-Premise 8.2

    • On-Premise 9.1

    • Online CIF 1.0

    • Online CIF 2.0

Not Tested with:

  • Supervisor Controls.

  • High Availability (HA).

Testing Machine Hardware Specs:

CPU

RAM

Hard Disk

8

16GB

160GB

Operating System:

Version: Linux version 6.8.0 40-generic (buildd@lcy02-amd64-078) (x86_64-linux-gnu-gcc-12 (Ubuntu 12.3.0-1ubuntu1-22 04) 12:3.0, GNU Id (GNU Binutils for Ubuntu) 2.38) #40-22.04.3-Ubuntu SMP PREEMPT DYNAMIC

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Compatibility Matrix for this release is available here.