Microsoft Dynamics CRM Integration
ZChat and Microsoft Dynamics CRM Online integration results in reaching out to website visitors proactively to drive more sales. This integration carry a whole new level of website visibility and interaction by blending CRM data and the chat records. Thus ZChat integrates effortlessly out-of-the-box with Microsoft Dynamics CRM to revenue generation by engaging visitor in real time and save time with sales and customer service oriented processes.
Download Integration package
0. Before You Begin
Please install Zchat web site and API demo web site first.
1. Copy Integration package to your application directory
Unzip ApiCrmWeb.zip to a new folder where you want the site to be hosted from (eg C:\websites\ApiCrmWeb).
2. Configure the Web Site in IIS
Open up IIS Manager, select the Default Web Site (under Sites) and click the Stop button. Now, right click on Sites and select Add Website...
Provide a site name and the folder you want the site to be hosted from.
3. Modify ZChat Web site web.config to register ChatApiNotificationUrl and ChatApiKey
ChatApiKey is used to create a secure connection between ZChat Web Site(zchatdemo.com) and ApiCrmWeb(zchatCRMdemo.com).
Please open web.config of ZChat Web Site(zchatdemo.com) and register event Notification URL(http://zchatCRMdemo.com/handle_chatapi_notification.ashx). ZChat Web Site(zchatdemo.com) sends the message to the listener specified in the notification URL.
4. Modify CRM Web web.config to register ChatApiServiceUrl and ChatApiKey
ChatApiKey in CRM Web web.config must be same as ChatApiKey in ZChat Web site web.config.
Please open web.config of ZChat CRM Web(zchatCRMdemo.com) and register event service URL(http://zchatdemo.com/ChatApi.asmx).
5. You are all set!
If you installed CRM Web correctly, you will see the following screen that lets you know you're good to go.
6. Start a chat converstation and test interaction between CRM data and chat records
Click "Welcome, click more information about this visitor: Tester". A new window will be opened.
view_contact.aspx is an example showing how to access Contact Object. Click and you will enter CRM page.