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WhosOn Dynamics CRM Activity

Printed From: Parker Software Ltd
Category: WhosOn Live Chat
Forum Name: WhosOn General
Forum Description: WhosOn is an advanced live stats & visitor chat server for web sites.
URL: http://www.parkersoftware.com/forum/forum_posts.asp?TID=8711
Printed Date: 22 Oct 2021 at 3:47am
Software Version: Web Wiz Forums 11.05 - http://www.webwizforums.com


Topic: WhosOn Dynamics CRM Activity
Posted By: Daniel
Subject: WhosOn Dynamics CRM Activity
Date Posted: 13 Feb 2013 at 2:51pm
If you want to use the activity creation functionality of WhosOn in your dynamics crm environment, you must get a dynamics admin to import the WhosOn solution, which contains the customised "webchat" activity.
The latest version of the solution package is available from:
http://downloads.whoson.com/WhosOnIntegration_managed.zip - http://downloads.whoson.com/WhosOnIntegration_managed.zip
If you are an admin, and want to import this solution:
1. Open Settings.
2. Open Solutions.
3. Click Import.
4. Click Choose File and select the WhosOnIntegration_managed.zip file you have downloaded.
5. Click Next, and review the solution information.
6. Click Next, and wait for the operation to complete.
7. Click Close.
Now, you can open WhosOn, and goto the CRM Detailed Configuration, and enable the Activity saving.
The default activity name should be left as psl_webchat.
If you have any issues with this process, please contact support.


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Daniel Tallentire
Support
Parker Software



Replies:
Posted By: Ralph56
Date Posted: 14 Dec 2015 at 1:55pm
Hi There,

If you have CRM2015 then please see the updated zip file below.

uploads/3338/WhosOnIntegration2015.zip - uploads/3338/WhosOnIntegration2015.zip

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Ralph MacGregor
Support
Parker Software


Posted By: dcarelli
Date Posted: 13 Jun 2016 at 10:53am
HI,
Have you this solution for CRM 2016 update 0.1?

Regards



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