19. August 2015 16:41

Error message: ...is missing prvReadptm_ticallinfodata privilege

Filed Under(CRM 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By pkorosec

Error message:

Principal user (Id=56f329cd-2a1f-e511-8118-c4346bad624c, type=8) is missing prvReadptm_ticallinfodata privilege (Id=f83d0785-3924-421b-ad25-9ee898c13b7d) 

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17. July 2015 09:42

How to change the CRM connection credentials for active users

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | CRM 4.0 | TelephoneIntegration 4 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps. 

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27. May 2014 12:56

How to use a default web browser instead of Internet Explorer in TelephoneIntegration Client

Filed Under(CRM 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By pkorosec

This short blog article explains how to use the TelephoneIntegration (TI) Client for Microsoft Dynamics CRM with a default web browser instead of Internet Explorer (IE).

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27. January 2014 12:09

How TelephoneIntegration Client works with Outlook Client

Filed Under(CRM 2011 | TelephoneIntegration 2011 | CRM 2013 | TelephoneIntegration 2013) By Jin

This article outlines how TelephoneIntegration Client works with Outlook client. Available for TelephoneIntegration Client v5.54 and higher.

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10. October 2013 15:42

Chrome External Protocol Message does not pop up

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011) By aweiss

What to do if Chrome External Protocol Message does not pop up

If the [DocumentsCorePack]- and/or the [TelephoneIntegration (Call)]- button do not work with Chrome, you may have skipped an important message.

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26. September 2013 12:21

How to upgrade TelephoneIntegration for MS CRM 2011 to 2013

Filed Under(CRM 2011 | TelephoneIntegration 2011 | CRM 2013 | TelephoneIntegration 2013) By Jin

This article will show you how to prepare TelephoneIntegration for MS CRM 2011 for an update of your CRM system to 2013!

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19. September 2013 08:14

How to synchronize TelephoneIntegration history with actual phonecalls

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ckokely

Synopsis:

This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.

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22. July 2013 13:33

How to remove leading digits that are not part of the phone number

Filed Under(CRM 2011 | TelephoneIntegration 2011) By pkorosec

When calling over TAPI line, you sometimes need to predial a specific number to make an external call. In some cases, the TAPI driver is also passing this number to the TelephoneIntegration (TI) Client. If the TI Client Balloon then shows the PREDIAL NUMBER + REGULAR PHONE NUMBER instead of only the PHONE NUMBER. 

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3. July 2013 10:09

How to rebuild a phone number index table

Filed Under(CRM 2011 | TelephoneIntegration 2011) By pkorosec

When phone numbers are not being resolved correctly, the cause is sometimes an incomplete phone number index table (to be found in the MSCRM-ADDONS.com CTI CallInfos) in CRM. 


It is recommended to rebuild this table from scratch. This includes removing all existing data in that table. To do so, we use the Telephone Integration update service. This article outlines how to do so. 

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28. May 2013 12:59

DTMF (DualToneMultifrequency) improved input procedure directly from your TelephoneIntegration Client balloon

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ejoebstl

This blog article outlines how to send dtmf signals directly from the TelephoneIntegration (TI) balloon, so you no longer need to do that with your telephone handset. This feature is available in version 5.56 or higher.

Examples of using dtmf functionality:

  • authentication by conference calls
  • interacting with IVR systems

That means, when you call e.g. a support telephone number, or you would like to start a conference call, you may have to enter an access password or some digital numbers. With the dtmf function, you don't need to use your telephone handset to enter your access password, but to select it direclty via the dtmf function in TelephoneIntegration.

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