ACTIVE_USD Connector

Expert Flow
Microsoft USD CTI Connector

Integration between Cisco Contact Center and Microsoft Dynamics Unified Service Desk.

This embedded CTI Connector runs inside Microsoft Unified Service Desk (USD) and enables agent/call controls within Unified Service Desk allowing agent to use the same CRM agent interface for all call handling and transfer. It is one of three types of connectors that we built between Microsoft Dynamics CRM and Cisco Callcenters, and the one best suited for a contact center environment.

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Cisco Unified Contact Center Express (UCCX), Enterprise (UCCE or PCCE), Expertflow Cloud Contact Center, Genesys, CUCM

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CTI Call Controls

Controls/buttons on the toolbar change based on the current state of the agent/call and on the telephony event fired from the contact center. Using the communication toolbar, agent can perform the following actions,

  • Accept an incoming call
  • Hold/Resume/End call
  • Consultative or blind call transfer to extensions
  • Conference call
  • Call wrap-up

* blind transfer in case of CCX only supported in 11.6 or higher.

Agent State Controls

The embedded CTI toolbar within Microsoft Unified Service Desk allows agents to manage their states. The following state controls are supported,

  • Login - Agent may be configured to auto login to Cisco Finesse upon Login to Unified Service Desk. A manual login to Cisco may also be performed after agent’s login to Unified Service Desk.
  • Logout - The agent will automatically be logged out of Cisco Finesse upon logout from Unified Service Desk.
  • Logout with reason code
  • Ready / Not Ready - Agent may change the availability status to “Ready” to receive contact center calls or may change it to any of the “Not Ready” states for a break.

Caller Account Popup on Call Arrival

The caller information is displayed on the Unified Service Desk screen as the call arrives. If multiple contacts match the connector shows all those contacts for you to choose from. The matching criteria is configurable and can happen based on caller number and any caller entered digits on IVR.

Phone Call Activity / Call Wrap-up

A phone call activity is automatically created and linked to the matched caller account in Microsoft CRM. Any call notes that you write while handling the call are also saved along with the phone call activity and the selected wrap-up code is applied in Cisco Finesse. You can track the call handling status via native CRM reports as well as via Cisco call wrap-up report.

Click to Call

Click to call a contact from a contact’s phone number or via entering the number directly in the CTI panel’s dialpad.

Call attached data

Call attached data or call variables are passed on to unified service desk from Cisco via Expertflow Connector and are displayed to the contact center agent.

Outbound Campaigns

Progressive and Predictive modes of outbound campaigns are supported. Preview mode is not supported as of yet.

Email and Chat

Handle Cisco UCCX non-voice channels (chat, email, etc.) from within the CRM interface via CTI Toolbar by leverage on Expertflow Hybrid Chat
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Hardware Requirements

Upto 50 agents51-400 agents
Server Cores2 Cores4 Cores
RAM4 GB4 GB
Hard Disk10 GB20 GB

Software Requirements

Operating SystemWindows Server 2012 R2 64-bit or above
*Unified Service Desk is a prerequisite for the connector. Installation rights for USD are only included with Microsoft Dynamics CRM Online Professional and Enterprise USLs (User Subscription Licenses) and not with Basic and Essential USLs. Further details on the requirements for Client / Agent Machine (Unified Service Desk) are mentioned here.