I was recently working on a Dynamics CRM Unified Service Desk project where I needed to populate a custom search form with call details instead of doing a direct search for a matching record in CRM. I didn't want to write my own CTI adapter, so I investigated using the USD generic listener adapter. Although the USD generic listener is designed to only search CRM records, I developed a workaround to route the inbound call values to a custom HTML web resource that could process them using JavaScript.
-
Create an action to open a custom HTML web resource that reads values from a query string and processes them appropriately with JavaScript. Note that the query string here includes the output of a scriptlet, which is addressed in the following step.
-
It's possible that the phone system might send special characters that could "break" a query string, so you should use a scriptlet like this to create a urlencoded string instead of passing them directly to your custom page. This scriptlet generates a query string containing the caller's Social Security number and phone number.
-
Create a CTI navigation rule to execute a search just like usual.
-
Make sure your search will never return a match. The search in this screenshot searches accounts for a phonenumber that starts with "nevermatch."
-
In the "no matches" condition for your CTI navigation rule, set the decision to "Create Session then Do Action" or just "Do Action" and execute the action you created in step #1.
Finally, is here sample code from my HTML web resource to parse the query string and extract inbound call values. In this case I am just displaying the values to the user with jQuery, but this can be modified to address your specific use case.
<html>
<head>
<script src="ClientGlobalContext.js.aspx" type="text/javascript"></script>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/2.2.4/jquery.min.js"></script>
<script>
function getParameterByName(name, url) {
if (!url) url = window.location.href;
name = name.replace(/[\[\]]/g, "\\$&");
var regex = new RegExp("[?&]" + name + "(=([^&#]*)|&|#|$)"),
results = regex.exec(url);
if (!results) return null;
if (!results[2]) return '';
return decodeURIComponent(results[2].replace(/\+/g, " "));
}
function doPageLoad() {
var ani = "";
var ssn = "";
var datavalue = getParameterByName('data');
if(datavalue != null){
var params = decodeURIComponent(datavalue).split("&");
for (var i in params) {
params[i] = params[i].replace(/\+/g, " ").split("=");
if (params[i][0] == "ani") {
ani = params[i][1];
}
if (params[i][0] == "ssn") {
ssn = params[i][1];
}
}
}
$('#ani').text(ani);
$('#ssn').text(ssn);
}
$().ready(function() {
doPageLoad();
});
</script>
</head>
<body>
ANI: <span id='ani'></span><br />
SSN: <span id='ssn'></span><br />
</body>
</html>