E2 Implementation Manual - Main Menu
E2 Implementation includes setting up CRM, NICE inContact, and the Customer Dynamics Portal.
The target of this manual is to assist CRM and NICE inContact Admins (or Implementation Teams) who will be setting up E2 for their companies.
This manual lists the prerequisites in the order they need to be configured. The other items can be done out of order but are presented here in a logical flow.
At several points in the Implementation process, a section will point you to the 'E2 Configuration User Manual.' Configuration is needed to create a fully implemented solution.
Prerequisite 1 - Install CIF SolutionPrerequisite 2 - Install E2 SolutionPrerequisite 3 - Set Up API ConnectionPrerequisite 4 - Portal Connection ConfigurationPrerequisite 5 - Dynamic CIF Channel ConfigurationPortal - Skill ProfilesDynamics - App User, Role, and PermissionsDynamics - Click to ActDynamics - Phone ScrubDynamics - Configure Search FieldsDynamics - Update Click2Dial/Recording Icon