Installation

  1. Click on the Install the CRM Dashboard for Lync link on the right side of the configuration page.
  2. An installer will start and the URL of your CRM server will be pre-filled. Example below:
crmdashboardinstall.png
  1. You can choose to automatically open the dashboard for every conversation by ticking the check-box.
  2. To install the dashboard for the first time press the Install the CRM Dashboard in the Lync client button.
  3. If later you want the dashboard not to appear automatically for every conversation you can go back to CRM to the configuration page of the Resources solution and click on the Install the CRM Dashboard for Lync link on the right side of the configuration page.
  4. This will bring the installer back but the window will be a bit different:
crmdashboardreinstall.png
You can un-check the checkbox and click Re-install
  1. If you want to remove the dashboard click on Remove

Last edited Oct 2, 2013 at 7:53 AM by OrbitOne, version 4