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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There are two options to enable or disable this feature on CRM: Server-side or Client-side.

  • Server-side means, that all the TelephoneIntegrationServer-users could be enabled or disabled.
    If server-side is disabled, no single server-user could enable his TI client.
  • Client-side means, that only a certain TelephoneIntegration user could enable or disable his own TI client.


How to enable/disable DFR (Server-side): 

Create a Settingskey for UseDFR. For more information on how to create a SettingsKey manually in MS Dynamics CRM 2011, click here.

  • If you set this setting to false, all the TelephoneIntegration server-users would be disabled.
  • If you set this setting on true, all the TelephoneIntegration server users are enabled.

Please note: Server-side settings are overruling the client-side settings. Client and Server settings use the same key name: UseDFR


setting

Figure 1: DFR Server Settings

How to enable/disable DFR (Client-side)

Open your TI Client. Now create a new string. Name the string UseDFR, then double-click on it. Afterwards, you have the chance to enable or disable the DFR by setting the string on true or false.

  • If you set this setting on false, you will not be able to use DFR.
  • If you set this setting on true, you will be able to use DFR.

Unbenannt

Figure 2: DFR Client Settings

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

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