[cisco-voip] CISCO UCCX ver. 7 With MS CRM ver 4

[Jason Gurtz]

I am not familiar with the specifics of MS CRM but we have integrated our
UCCX with Dynamics GP. Maybe you can use a similar type of scheme? It's
been a little while so details may not be quite accurate, but general idea
should be clear :)

UCCX writes ANI and agent extension number to a table we have in the app's
SQL database right before transferring the call; there is one table row
for each extension.

On the app side, in Dynamics GP, we have a vba customization tied to a
button on the account look-up form. When agent receives call, he/she
clicks the button when they are ready to initiate the screen-pop. The vba
logic does the database dip (grabbing the uccx data), then does a search
for the ANI number in the active customer record table. It then either
displays the customer record or indicates a customer was not found.

I'm not sure if there is a bug if the first agent doesn't answer, but we
haven't had any complaints. This has been one part of the whole solution
that has been quite stable.

~JasonG

> -----Original Message-----
> From: cisco-voip-bounces at puck.nether.net [mailto:cisco-voip-
> bounces at puck.nether.net] On Behalf Of wael ahmed el mezain
> Sent: Wednesday, December 28, 2011 03:15
> To: cisco-voip at puck.nether.net
> Subject: [cisco-voip] CISCO UCCX ver. 7 With MS CRM ver 4
> 
> Hi,
> 
> Can anyone Send me how can I integrate CISCO UCCX ver. 7 With MS CRM ver
> 4 by using HTTP at Cisco CAD.
> 
> the Information that will be collected from the customer is the caller
ID
> (ANI) then I need only a pop up screen from the CRM to view the details
> of the client if he has a record in the CRM
> 
> Thanks,
> Wael
> 
> 
>