Release Notes

Target release

1.0.0

Status

COmpleted

Release Summary

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

Release Limitations

  • Selected Wrap-up will not be reflected in the chat or call activity.

  • Activity is being created for No match case.

  • An activity will created in the CRM for a non-engaged conversation.

  • Multiple activities get created when page is refreshed during incoming chat.

  • The screen pop-up does not reflect the active chat correctly when an agent is handling multiple chats.

  • Activity is not created automatically when a call is initiated via the Click-to-Dial feature.

  • If the agent manually logs the activity during an active Click-to-Dial call, the end time and call duration recorded are inaccurate.

  • In the case of a manual outbound call initiated by an Agent, the activity log does not capture key attributes like End Date, End Time, and Call Duration.

  • Click to chat is not available for this release.

  • CX-Voice limitations are here.

Important Notes

  • An activity is created immediately when a chat/call lands on the agent.

  • An activity will be created for Agent B as well in the CRM for the consult chat.

  • Three separate activities will be created in Consult Transfer case of voice.(One for Agent A and Two for Agent B).

  • 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.

Release Tested Highlights

Tested with:

  • EFCX Agent Desk 4.8

  • CX Voice

  • WebChat

  • SAP CRM (Version 2)

Not Tested with:

  • Supervisor Controls.

  • High Availability (HA).

Testing Machine Hardware Specs:

CPU

RAM

Hard Disk

8

16GB

150GB

Operating System:

Version: Red Hat Enterprise Linux release 9.4 (Plow)

Compatibility Matrix for this release is available here.