Configure the Microsoft Dynamics CRM Plugin for Integration with Bomgar Remote Support
You must purchase this integration separately from both your Bomgar software and your Microsoft Dynamics CRM solution. For more information, contact Bomgar sales.
Now that you have configured Microsoft Dynamics CRM and the Bomgar Appliance, deploy and configure the Microsoft Dynamics CRM plugin. For additional information about working with the Bomgar Middleware Engine, please see the Bomgar Middleware Engine Configuration document.
- Copy the provided plugin zip file to the server hosting the Bomgar Middleware Engine.
- Extract the plugin zip file to the Plugins folder in the directory where the Bomgar Middleware Engine is installed.
- Restart the Bomgar Middleware Engine Windows service.
- From the server, launch the middleware administration tool. The default URL is http://127.0.0.1:53231.
- The Microsoft Dynamics CRM Plugin shows in the list of plugins. Click the clipboard icon to add a new configuration.
The first portion of the plugin configuration provides the necessary settings for communication between the plugin and the Bomgar Appliance. The configuration sections include:
- Plugin Configuration Name: Any desired value. Because multiple configurations can be created for a single plugin, allowing different environments to be targeted, provide a descriptive name to indicate how this plugin is to be used.
- Appliance Id: This can be left as Default or can be given a custom name. This value must match the value configured on the outbound event URL in the Bomgar Appliance. If outbound events are not being used, this value is still required, but any value may be used.
- Bomgar Appliance Host Name: The hostname of the Bomgar Appliance. Do not include
https://or other URL elements.
- Bomgar Integration API OAuth Client ID: When using API accounts in Bomgar Remote Support 16.2.1 or newer, this field should contain the Client ID of the OAuth account.
- Bomgar Integration API OAuth Client Secret: When using API Accounts available in Bomgar Remote Support 16.2.1 or newer, this field should contain the client Secret of the OAuth account.
- Bomgar Integration API User Name: If using a Bomgar Remote Support version prior 16.2.1, this field should contain the username of the API service account created on the Bomgar Appliance.
- Bomgar Integration API Password: If using a Bomgar Remote Support version prior 16.2.1, this field should contain the password of the above user.
- Locale Used for Bomgar API Calls: This value directs the Bomgar Appliance to return session data in the specified language.
- Disabled: Enable or disable this plugin configuration.
- Allow Invalid Certificates: Leave unchecked unless there is a specific need to allow. If enabled, invalid SSL certificates are allowed in calls performed by the plugin. This would allow, for example, self-signed certificates. This is not recommended in production environments.
- Use Non-TLS Connections: Leave unchecked unless it is the specific goal to use non-secure connections to the Bomgar Appliance. If checked, TLS communication is disabled altogether. If non-TLS connections are allowed, HTTP access must be enabled on the Bomgar /login > Management > API Configuration page. Using non-secure connections is discouraged.
Note: When using OAuth authentication, TLS cannot be disabled.
- Outbound Events Types: Specify which events the plugin processes when received by the middleware engine. Keep in mind that any event types selected here must also be configured to be sent in Bomgar. The middleware engine receives any events configured to be sent in Bomgar but passes them off to the plugin only if the corresponding event type is selected in this section.
- Support Session End
- Customer Exit Survey is Completed
- Representative Survey is Completed
- Polling Event Types: If network constraints limit connectivity between the Bomgar Appliance and the middleware engine such that outbound events cannot be used, an alternative is to use polling. The middleware engine regularly polls the Bomgar Appliance for any sessions that have ended since the last session was processed. At this time, only the Support Session End event type is supported.
Note: One caveat to polling behavior versus the use of outbound events is that if a session has ended but the customer exit survey has not yet been submitted within the same polling interval, the customer exit survey is not processed. This does not apply to representative surveys since the session is not considered to be complete if a representative survey is still pending.
- Polling Interval: Enter only if polling is used. This determines how often the middleware engine polls the Bomgar Appliance for sessions that have ended.
- Retry Attempt Limit: Enter the number of retries that can be attempted if the plugin fails to process an event.
- Retry Outbound Event Types: Specify which outbound events the plugin retries if it fails to process the event.
- Retry Polling Event Types: Specify which polling events the plugin retries if it fails to process the event.
Microsoft Dynamics CRM Instance
The remainder of the plugin configuration provides the necessary settings for communication between the plugin and the Microsoft Dynamics CRM instance. The configuration settings include:
- Microsoft Dynamics CRM URL: URL of the Microsoft Dynamics CRM instance.
- Microsoft Dynamics CRM Domain: Domain of the Microsoft Dynamics CRM instance.
- Microsoft Dynamics CRM User Name: Username used to connect to Microsoft Dynamics CRM.
- Microsoft Dynamics CRM Password: Password of the above user.
- Update Microsoft Dynamics CRM with all Bomgar sessions: If enabled, all Bomgar sessions are imported into Microsoft Dynamics CRM.
- List of Allowed Microsoft Dynamics CRM Prefixes: If desired, enter a comma-separated list of allowed Microsoft Dynamics CRM prefixes (e.g., ABC, CBA). Only Bomgar sessions related to these prefixes are imported.
Note: If Update CRM with all Bomgar sessions is checked, the value in this field is ignored.
- Import Timestamp as UTC: If enabled, any datetime values are imported as UTC times. If not enabled, datetime values are imported using the local time zone.
After saving the configuration, click the test icon next to the new plugin configuration. No restart is needed.