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Release Notes

Target release

1.0

Target release date

Status

COMPLETED

Epic/Task

MCEC-213

Document status

COMPLETED

Document owner

Yulmas Gulzar

Developers

Saqib Sana

QA

Yulmas Gulzar

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.

Open Issues

https://expertflow-docs.atlassian.net/issues/?jql=project%20in%20(MCEC)%20and%20type%20in%20(Bug%2C%20%22Story%20Bug%22)%20and%20status%20in%20(Backlog%2C%20Delivery%2C%20Dev-Ready%2C%20Discovery%2C%20Draft%2C%20Impact%2C%20%22In%20Progress%22%2C%20%22In%20Review%22%2C%20In-Progress%2C%20In-QA%2C%20In-Review%2C%20On-hold%2C%20Open%2C%20%22Parking%20lot%22%2C%20Pending-Customer%2C%20QA-Ready%2C%20Re-opened%2C%20Refinement%2C%20%22Ready%20for%20delivery%22%2C%20%22Selected%20for%20Development%22%2C%20%22To%20Do%22)%20ORDER%20BY%20created%20DESC

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

Compatibility Matrix for this release is available here.

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