11. December 2012 10:10

How to assign unresolved numbers to exisiting CRM records

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.

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2. November 2012 13:41

How to use integrated search in TelephoneIntegration for MS Dynamics CRM 2011

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

Within the TelephoneIntegration user interface, called balloon, it is possible to search for CRM-records (accounts, contacts, users, etc.) or for telephone numbers. The found records and telephone numbers are displayed within this balloon and users are able to perform outgoing calls immediately simply by clicking on the displayed record. There is no need to explicitly open CRM to start outgoing calls. The menu opened via a right-click on the displayed record offers the possibility to copy the telephone number or to open the record in CRM.

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23. October 2012 11:31

Telephone Integration Client Unattended Setup

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ckokely

Introduction:

The following article outlines, how TelephoneIntegration Client is installed unattended. This enables installing the CTI client via policy or automatic install scripts.

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19. October 2012 13:25

The TelephoneIntegration update service

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber
The TelephoneIntegration (TI) update service retrieves the needed information (determined by the administrator within the CTI-configuration interface) from the CRM system, processes it and provides it for TI. This is essential if you want TelephoneIntegration to operate. The update service e.g. ensures that telephone numbers are provided to perform calls or that information about the caller/called person are provided within the TI User Interface (balloon) for a more efficient call handling, etc.

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3. September 2012 09:19

Windows 8 WIF Framework installation (WindowsIdentityFoundation)

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

Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.

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17. July 2012 07:47

CTI Client Version expiring when only support expires

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ckokely

This is a known issue with versions previous to 5.28.

Please upgrade to at least this version : http://62.99.232.162/ti2011/tic530.zip to fix the problem.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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12. March 2012 13:06

How to start the TAPI Test Tool

Filed Under(CRM 2011 | TelephoneIntegration 2011) By pkorosec

This article describes the two different ways how the TAPI Test Tool can be started. 

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2. March 2012 13:46

CTI does not resolve phone number

Filed Under(CRM 2011 | TelephoneIntegration 2011) By pkorosec

If the calling/called phone number is stored in Microsoft Dynamics CRM, then the number should be resolved to the corresponded CRM record. If the number does not resolve, make sure that the number is stored in the "MSCRM-ADDONS.com CTI CallInfos" entity. 

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18. January 2012 11:56

Disable ribbon buttons for non-licensed users

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

Starting with version 5.23 / TI and version 5.19 / DCP in combination with LicenseManager 5.2, the ribbon buttons will be disabled on perUser licensing, if the user is having the acccess flag for the product set to no.

Licensemanager 5.2 creates a new setting, IsPerUserLicense with value true|false when importing a licensekey.

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28. November 2011 12:35

What to do if the TAPI wrapper is not working properly

Filed Under(CRM 2011 | TelephoneIntegration 2011) By pkorosec

CTI 2011 TAPI wrapper needs a TAPI driver that is suitable to your Phone PBX server.

Each PBX phone-system vendor has its own TAPI driver.

Our TAPI wrapper has not an active role on the TAPI lines, it is just a passive listener to random TAPI driver events and eventually, it triggers them in case of outgoing calls, accepting the incoming offers.

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