Hi,
We are trying to use Dynamics 365 CRM online for agent screen pop solution. We have our own CTI connector (Cisco finesse) developed on .js & .html
Scenario that i'm trying;
1.Agents (CSRs) logged in Dynamics 365 online and logged in the ACD (telephone) for accepting voice calls.
2. Customer calls into the Business number and call answered and some prompts played, etc...
3.Customer call transferred to Agent
4.At the time of Agent phone ringing - the CTI-connector will pass the customer number to query the Dynamics CRM online for screen pop.
5.Agent answered the call & customer and Agent both are talking, Agent able to view/modify in Dynamics 365 online.
To achieve this scenario,
1.Created a New custom dashboard-1 and configured 3x3 layout (for e.g.) and in one IFrame layout configured the webresource to point the URL of "CTI-connector" which is running in our premise (accessible via public ip). the URL configured is valid and working URL from public ip.
When you run the custom dashboard-1, it unable to load the .html web page in IFrame layout.
Call Path:
[Telephone systems]-------[Virtual machine-with-public IP]--------[Dynamics 365 online]
Questions:
1. How i can load my CTI-connector login page inside IFrame in CRM dashboard?
2.How to call Dynamics 365 URL with customer number to search online and display the contents.?
3.I would like the IFrame (CTI-Connector) be static across all pages.How do to!
If there is any other way to acheive this please share.
Thanks & Regards