This blog article outlines various policy options for internal phone calls.
TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.
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.
The following article outlines, how TelephoneIntegration Client is installed unattended. This enables installing the CTI client via policy or automatic install scripts.
Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.
This is a known issue with versions previous to 5.28.
Please upgrade to at least this version : http://18.104.22.168/ti2011/tic530.zip to fix the problem.
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This article describes the two different ways how the TAPI Test Tool can be started.
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.
Please select the product and CRM version form the table below and follow the link to get redirected to a description of how to debug.