CRM Connect. Hosted VoIP Services. Administrator Guide. Document Version 1.3. GCI Ltd. Global House. 2 Crofton Close. Lincoln. Lincolnshire LN3 4NT

Transcription

1 Hosted VoIP Services CRM Connect Administrator Guide Document Version 1.3 GCI Ltd Global House 2 Crofton Close Lincoln Lincolnshire LN3 4NT

2 Copyright Notice Copyright 2014 GCI. All rights reserved. Any technical documentation that is made available by GCI is proprietary and confidential and is considered the copyrighted work of GCI. This publication is for distribution under GCI non-disclosure agreement only. No part of this publication may be duplicated without the express written permission of GCI. GCI reserves the right to make changes without prior notice. Trademarks BroadWorks, BroadTouch, BroadTouch Business Communicator, and BroadCloud are trademarks of BroadSoft, Inc. Other product names mentioned in this document may be trademarks or registered trademarks of their respective companies and are hereby acknowledged. Document Revision History Release Version Reason for Change Date Author 1.0 Document Created September 21, 2011 Support 1.1 MS Outlook 64-bit version supported Addition of Linkedin Integration July 16, 2012 Support 1.2 Added Act! 2013 ConnectWise MS Dynamics Online and 2011 support August 07, 2013 Support SDAH (R307-F13) 1.3 Update all screen shots in line with New Business May 01, 2014 Development, CloudPBX 2014 GCI Page 2 of 15

3 1 Table of Contents Copyright Notice... 2 Trademarks... 2 Document Revision History Introduction Overview Audience Requirements Hardware and Software Requirements Licensing Requirements Network and Firewall Requirements Provisioning Example of Assigning the Add-On to a New User Using the Business Portal: Example of Assigning the Add-On to an Existing User Using the Business Portal: Download and Installation Download Installation Initial Configuration Initial Configuration Username and Password Management What Next? Troubleshooting Installation Running CRM Connect Login Process Integration with CRM Software and Other Features GCI Page 3 of 15

4 1 Introduction 1.1 Overview CRM Connect is an GCI Application for Windows Desktop that integrates leading CRM Applications into GCI Communications Services. CRM Connect works in conjunction with a User s phone and CRM software to provide a productivity enhancing integrated service. This document details how to provision using the Service Delivery Platform and deploy CRM Connect to end customers. 1.2 Audience This document is intended for those who are responsible for the provisioning of end customers using the Service Delivery Platform portals and those who are responsible for deploying end user applications. It is highly recommended that you are very familiar with GCI Voice and Provisioning services. 2 Requirements In order to successfully install and use CRM Connect, the following installation and licensing requirements should be met: 2.1 Hardware and Software Requirements Minimum Requirements & Installation Information: 1 GHz Pentium-class processor 1 GB Memory 500MB free hard drive space Operating System: - Windows XP Professional SP3 (Not Recommended and Unsupported) - Windows Server 2003 and 2008 (Not Recommended and Unsupported) - Windows Vista (Not Recommended and Unsupported) - Windows 7 (Recommended and Supported) - 32 bit and 64 bit versions 2014 GCI Page 4 of 15

5 SVGA display Keyboard and mouse Network adapter connected to a TCP/IP network IBM-PC or 100% compatible CRM Applications & Version Information: Application Name Version Act! By Sage ConnectWise FrontRange GoldMine Lotus Notes Maximizer 9-11 MS Access MS Dynamics CRM 3 4, 2011 MS Dynamics CRM Online (Office 365) N/A (web based) MS Dynamics NAV 4-5 MS Outlook * NetSuite N/A (web based) Sage 50 Accounts (Line 50) Sage CRM Salesforce CRM N/A (web based) Enterprise Sugar CRM SuperOffice vtiger Zoho LinkedIn N/A (web based) N/A (web based) N/A (web based) * MS Outlook 32-bit and 64-bit are both supported 2014 GCI Page 5 of 15

6 The following third-party software is also installed during the CRM Connect installation: Microsoft.Net 2.0 Local admin rights are required to carry out the installation so you must use a Windows user account with administrator-level access. Some anti-virus software can cause problems when installing other software so consider temporarily disabling your anti-virus application for the duration of this installation; remember to enable it again as soon as the installation is complete. 2.2 Licensing Requirements End users must have the CRM Connect Add-On assigned to their GCI service in order to use the application. The CRM Connect User Feature Package Add-On must be in your Service Offering to be available to provision. Please note that existing customers subscribed to your Service before the availability of CRM Connect will need to be re-subscribed in the SPA and the Site(s) resubmitted in the SPA before the Add-On is available to the Customer. If CRM Connect is not in your Service Offering and you wish for it to be added please contact Account Management. See below for details on how to assign the CRM Connect Add-On to Users. 2.3 Network and Firewall Requirements Protocol Destination Destination Port HTTPS ccusage.yourservices.co.uk TCP 443 Proprietary applications.yourservices.co.uk TCP 2208 In addition to the above you may need to allow communication between the CRM Connect client and the CRM server(s), but the communication details vary from installation to installation; ask your system administrator for these details if you need them GCI Page 6 of 15

7 3 Provisioning In order to use CRM Connect a User must have the chargeable User Feature Package Add- On CRM Connect assigned. Simply assign the Add-On using the either Service Provisioning Application or Business Portal to new or existing users. Examples showing how to assign the Add-On using the Business Portal are below: 3.1 Example of Assigning the Add-On to a New User Using the Business Portal: To Create a new Employee Company >> Dashboard >> Add Employee Fill out the form above and click 2014 GCI Page 7 of 15

8 Select the Users Site from the dropdown Scroll down to Optional Add-On Feature Packages and using the slider button switch on the option for CRM Connect Scroll down and click at the bottom of the Page Continue and complete the rest of the provisioning process as normal GCI Page 8 of 15

9 3.2 Example of Assigning the Add-On to an Existing User Using the Business Portal: When provisioning the user(s) that require the CRM Connect, select the appropriate Add-On Feature from the Optional Add-On Feature Packages as shown below. Navigate to Employees (Select Employee) >> Service Settings Scroll down to Optional Add-On Feature Packages and using the slider button switch on the option for CRM Connect Scroll down and Click at the bottom of the Page 2014 GCI Page 9 of 15

10 4 Download and Installation 4.1 Download It is also available from using the Username downloads Password myapps. It is advisable that you keep up to date with new version downloads and host the installation packages yourselves on your own website for your customers. Download and save the installation package CRMConnect.exe 4.2 Installation Log in to an administrator-level user account on the Windows workstation that CRM Connect needs to be installed onto. To begin installing CRM Connect, double-click the CRMConnect.exe file and click the Install button GCI Page 10 of 15

11 The installation will proceed and any third-party software that is required will also be installed at this time; follow any onscreen instructions displayed by the third-party software. Once CRM Connect and any third-party software have finished installing, click the Finish button to close the installer GCI Page 11 of 15

12 5 Initial Configuration 5.1 Initial Configuration Once the installation has finished, CRM Connect presents you with the Telephony configuration screen where you need to provide your CRM Connect user account information. The Username and Password is the User s GCI Application Username and Password. Enter the username and password into the appropriate text boxes. Select your local area code from the Area code dropdown box. Select the most appropriate option based on your method of use. Click the Save button to store your settings and close the window. If you disabled anti-virus/security software before starting the installation, enable it again now. 6 Username and Password Management Users must login to the CRM Connect with their GCI Application Username and Password. This may be included in the User s Welcome . Please follow standards for Password Protection Policies. The Application Username always takes the format: <username>@<domain> For example, user.one@acme.co.uk 2014 GCI Page 12 of 15

13 The Application Password can be set/changed via the Business Portal as follows: To do this navigate to a User s Services in the Business Portal Employees >> Service Settings >> Service Passwords. Check that the Password to Change is set to Application. Enter and confirm the new password and click Change Password. 7 What Next? Now that CRM Connect has been installed and the initial configuration is complete, it s time to integrate with your chosen CRM. See the CRM Connect Integration Guide for your CRM application and the CRM Connect User Guide for details and more information on using CRM Connect s features GCI Page 13 of 15

14 8 Troubleshooting 8.1 Installation The Installation Wizard should report back information on anything that is stopping successful installation, such as Administrator privileges, Anti-Virus, other open applications etc. Please ensure that the minimum requirements are met, that the installation package is saved and run with local Administrator privileges for successful installation. GCI cannot assist with the installation process. If there is a critical bug preventing installation please raise a Support Ticket. 8.2 Running CRM Connect CRM Connect should be run with local Administrator privileges. Please see the log within the Configuration panel for information on troubleshooting any issues. GCI cannot assist with any local issues affecting the running of the application. If there is a critical bug preventing the application from running please raise a Support Ticket, attaching a copy of the Log and any screen shots to assist. 8.3 Login Process CRM Connect requires a User to enter the correct Username and Password and have a current CRM Connect Add-On Feature Package applied. If the Username and/or Password are incorrect or the User does not have the required Add-On then CRM Connect: Missing will be displayed when hovering over the application icon in the system tray as shown below: The icon should be green (or red when on an active call) if the User is successfully logged in. If this is not the case please check the Username, Password and Add-On Feature Package in the Service Delivery Platform portals and that the Username and Password in the CRM Connect Configuration panel under General > Telephony is correct GCI Page 14 of 15

15 8.4 Integration with CRM Software and Other Features Please see the appropriate CRM Connect Integration Guides for information on how to integrate with the chosen CRM software. See the User Guide for information on how other features such as Call History, Web Page Dialing etc. work. If you are having problems integrating CRM software with the application or using CRM Connect s features please check the log for information. Please note that GCI cannot assist with CRM software configuration and integration with CRM Connect. If there is a critical bug preventing the application integrating with third party CRM software or the use of other CRM Connect features please raise a Support Ticket, attaching a copy of the Log and any screen shots to assist. For further user guides on additional VoIP applications, please contact your GCI Account Manager GCI Page 15 of 15