25. April 2013 13:05

How to enable/disable DFR (Dialing from relationships) by dialing from CRM site

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ejoebstl

This blog article outlines how to enable/disable Dialing from relationships (DFR) by dialing from CRM site.

Usually, TelephoneIntegration (TI) allows users to dial from related CRM-records. Say, they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc).

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3. April 2013 10:36

How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey. Please follow the below steps to do so.

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27. March 2013 13:33

How to set restrictions for dialing from a related CRM-record

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

In general, TelephoneIntegration allows users to dial from related CRM-records. This means, that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).

You have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out from an opportunity, you want accounts to be displayed, but not the related contacts and leads). In order to do so, you have to create a new settingskey and follow the below steps. 

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25. March 2013 11:15

How to dial from a related CRM record

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

TelephoneIntegration allows users to dial from related CRM-records. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.). The example in the screenshot below shows that the user has the possibility to dial from all records which are related to the account ‘MSCRM-ADDONS.com’. Users have a good overview of the related records, as they are structured in main phone, connections, relations and others

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1. March 2013 11:56

Addon-Update Behaviour (valid for builds from 1st March 2013 and beyond)

Filed Under(CRM 2011 | ActivityTools 2011 | AttachmentExtractor 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | GroupCalendar 2011 | PowerSearch 2011 | RecordCounter 2011 | TelephoneIntegration 2011) By ckokely

 

When you launch an upgrade installation of our products, the setup will update existing files and solutions in CRM. The default behaviour of upgrading a product installation has changed with all releases after 1st of March, 2013.

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25. February 2013 15:30

TI client interprets outgoing calls as incoming calls

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber
When dialling out with TI Client, an outgoing call may be interpreted as an incoming call. This happens, if the the installed TAPI driver does not deliver the DialTone event.
If the TAPI driver delivers the DialTone event, the driver interprets the call as an outgoing call. Otherwise, the driver interprets the call as an incoming call. In order to avoid the latter case, you have to set a new CRM settingskey for TelephoneIntegration.

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11. December 2012 13:39

How to set the font sizes in the TelephoneIntegration balloon

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

This blog article outlines how to set the font sizes in the TelephoneIntegration balloon.

Users have the possibility to define the font sizes for the values to be displayed in the TelephoneIntegration balloon.

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11. December 2012 12:24

Predictive dialer: How to reschedule of a phone call

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

This blog article describes how to reschedule a phone call when using the predictive dialer of TelephoneIntegration.

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11. December 2012 11:54

How to place InternetExplorer popup windows

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

This blog article describes how to place InternetExplorer popup windows when using TelephoneIntegration.

TelephoneIntegration provides the possibility to automatically open CRM records and a new phone-call activity in separate InternetExplorer windows. Users can define the order and position of the CRM record-window and the phone-call-activity-window.

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11. December 2012 11:31

Policy options for internal phone calls

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

This blog article outlines various policy options for internal phone calls.

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