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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First of all, make sure that you have a valid addon-license for MS CRM 2013. NOTE: your actual TelephoneIntegration for MS CRM 2011 license is not valid for 2013. If you have a valid support contract, then you can order a new CRM 2013 license for free. For more information please contact our support-team

1) What to do before you upgrade your MS CRM system to 2013
IMPORTANT: in order to upgrade TelephoneIntegration for MS CRM 2011 to 2013, the current TelephoneIntegration Server version has to be 5.35 or higher!

The TelephoneIntegration Client version has to be 5.62 or higher!

You can download and install the latest versions from our download area at www.mscrm-addons.com.

TelephoneIntegration Server version number

To verify the current TelephoneIntegration Server version number, start “Configuration – TelephoneIntegration for MS CRM 2011” from the start menu: 

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Figure 1: Verify TelephoneIntegration version

Following window appears:

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Figure 2: Current TelephoneIntegration Server version number

TelephoneIntegration Client version number
To verify the current TelephoneIntegration Client version number, right- click on the TelephoneIntegration icon in the taskbar:

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Figure 3: TI Icon in the taskbar

This action will open the TelephoneIntegration Ballon. The TelephoneIntegration Client version number can be found on the head of the Ballon. 

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Figure 4: TI balloon

Please click here for more information about, how to verify the version number for each mscrm-addons product.

2) Now you are ready to upgrade your MS CRM system to 2013      
Once you have finished upgrading MS CRM 2011 to MS CRM 2013 you have to download the latest TelephoneIntegration for MS CRM 2013 versions. With the installation of TelephoneIntegration for MS CRM 2013 the addon is updated automatically and ready to use for MS CRM 2013. All your settings are of course the same as before! For more information please read our TelephoneIntegration Guides.

3) Install the new license
The TelephoneIntegration for MS CRM 2013 needs a new license. Please contact support@mscrm-addons.com to get your new license and isntall it with the LicenseManager.  

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

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