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2024/02/05
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Introduction
The XRMFusion is a SaaS that enables the XRMFusion client programs to retrieve caller information based on the caller number from your CRM system. The XRMFusion SaaS can be configured through its administration portal and it manages the necessary settings like
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The account you use for the onboarding has to have the user rights to grant the necessary permissions for the app registration in your tenant. Please login with an appropriate account. The XRMFusion app requires the following application permissions:
If you’re not sure if your account has the required permissions, you can try to login. If you don’t have the required permissions, your login will be denied and you can login again with a different account. After successfully logging in with an admin account of your organisation the onboarding process is completed and the service is ready to use. Just follow the instructions on the welcome page that is shown. Please Login to the XRMFusion admin portal with the following URL: https://portal.xrmfusion.cloud
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Depending on the CRM type selected, you need to set up different configurations:
CRM Connector configuration for Microsoft Dynamics 365 Customer Engagement
Step 2 - Configure which CRM Parameter shall be displayed in the Clients
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Please add your own action buttons with click on Add custom action.
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Changes to XX the CRM Schema only take effect after restarting the client program. |
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The XRMFusion service is only carried out for individual users. You must explicitly specify these users in the user list. Select add user and enter the users email address in the search field or select a user from the list. Confirm the selection with add selected user. The selected user then appears in the user list. You then must activate the service for individual users by assigning a license. Therefore select the action “Enable license for selected users” and click the button Apply action for selected users.
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To enable the XRMFusion for dedicated users you have to define the users for which you want to enable the service. You can define the user list manually like described in the chapter before or you enable an AAD user import. In order get AAD access, the app must log in to your Microsoft tenant via the Microsoft GraphAPI with a service user account. Please go to Configuration menu and click on "Add Service User". A Microsoft authentication pop-up will appear, where you log in with the service users account. Please note that the service user must have the necessary permissions. If this is not the case, authentication will be denied and an error message will appear. These are the required permissions:
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