Solution Prerequisites

Time Synchronization

An important consideration is time synchronization between related components. Communication between EFCX Connector and client applications. If the system dates and time are not synchronized the system can produce unpredictable results. Therefore, please make every effort to adhere to the following time synchronization guidelines:

EFCX Connector and client applications should have their Time Zone and time configured properly according to the geographic region and synchronized. To configure the time zone, please see the instructions from the hardware or software manufacturer of NTP server. Client applications and EFCX Connector should be synchronized to the second. This synchronization should be maintained continuously and validated regularly. For security reasons, Network Time Protocol (NTP) V 4.1+ is recommended.

Browser Requirement 

• Recommended Browser: Google Chrome Latest version

Access Prerequisites

For remote installation and configurations, the implementation team would require remote access privileges.

• VPN connection/WebEx/TeamViewer is required to connect to the customer’s environment.

• Remote access via RDP or similar is required to do installation and configuration of EF Server.

• Administrative access to server machines is required to install EF Connector.

• Admin access to Dynamics CRM is required to deploy CRM side configurations.

Product Prerequisites

You must have installed the EFCX on your server before integrating with Microsoft Dynamics.

Hardware Requirements

For hardware requirements please follow this guide for EFCX deployment requirements.

Software Requirements

Operating System Details

Version: Linux version 6.8.0, Ubuntu-22.04.2

Compatibility Matrix for this release is available here.