5. January 2015 14:21

How to create custom activities and/or entities?

Filed Under(CRM 2013 | CRM 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

This blog article outlines how to customize the TelephoneIntegration Context Menu to create new activities and/or entities.

Requirements: TelephoneIntegration Client v.6.20 or higher

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9. October 2014 10:27

Enable/Disable the PowerDialing functionality

Filed Under(CRM 2013 | TelephoneIntegration 2013) By pkorosec

This article outlines how to enable/disable the TelephoneIntegration PowerDialing functionality for TelephoneIntegration (TI) for Microsoft Dynamics CRM 2013.

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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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11. April 2014 10:00

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

Filed Under(CRM 2013 | TelephoneIntegration 2013) By Jin

Generally, TelephoneIntegration allows users to dial from related CRM-records. But users also have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon. 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.).

Requirements: TelephoneIntegration

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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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27. January 2014 11:10

Using TelephoneIntegration for MS CRM 2013 with MS Outlook only

Filed Under(CRM 2013 | TelephoneIntegration 2013) By Jin

This article describes, how to use TelephoneIntegration for MS CRM 2013 with MS Outlook only. Users have the possibility to use TelephoneIntegration without a browser, but with Outlook only, meaning that TelephoneIntegration will open all windows (e.g. the CRM-call-activity, etc.) in Outlook and not in an internet browser window.

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14. January 2014 09:30

How to create a SettingsKey manually in MS Dynamics

Filed Under(AutoMerge 2013 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By mwilhelmer

Sometimes you may be asked to create a new settingskey for one of our products
(e.g. if we developed a customization for you or if a special configuration is needed, etc.).
To do so, please follow the six easy steps below.

Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration

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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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4. April 2011 14:09

How to enable debugging for TelephoneIntegration

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

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Please note:
This article applies to TelephoneIntegration 
for MS CRM 2011, 2013 and 2015, as well as to CRM 2015/2016.

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Basically there are two ways to activate debugging:

Solution 1: Activating debugging via the TI-Setup

Solution 2: Activating debugging on your Client via the Registry

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