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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5. December 2014 14:19

Our addons compatibility with Dynamics CRM 2015, SharePoint and MS Office

Filed Under(CRM 2015 | General) By Jin

This article contains a compatibility chart for all our addons for Microsoft Dynamics CRM 2015. It shows which of our addons are compatible with

  • MS Dynamics CRM 2015 On-Premise/Hosted (IFD)/Online
  • MS SharePoint 2010/2013/Online
  • MS Office (x86, x64) 2007/2010/2013
  • and which of them support cross-browsing.
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3. December 2014 11:37

Get ready for MS CRM 2015

Filed Under(General | News) By Jin

We are very excited about the new CRM 2015 release and would like to provide you with some important information.

Our team spent some extra working hours to get our addons ready for MS CRM 2015!    
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27. November 2014 08:39

How to upgrade to MS CRM 2015

Filed Under(CRM 2015 | General) By Michael Dohr

This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!

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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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26. June 2014 16:22

Certificate Changes in an IFD environment

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

This blog article explains what to do if one of the certificates has changed in the IFD environment. If so, our products require additional steps in order to work again.

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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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25. April 2014 10:41

Where to find the Settingskeys for mscrm-addons.com products?

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

This article outlines where to find the Settingskeys for our products in MS CRM 2013/2015.

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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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10. April 2014 14:42

How to use the lead qualifier plugin

Filed Under(CRM 2013 | General) By Jin

The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process. 

This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates. 

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