If you outgoing calls are successful when made from CTI client, but not from the CRM entity, simply check the Internet Explorer Security Options. Please make sure that your CRM Server is included in the Trusted Sites Zone.
Before an entity or PhoneCall activity can be opened by an incoming/outgoing phone call, the phonenumber must be resolved.
The CTI supports only one call at the moment.
However, when transferring existing calls to a third party, it can happen that some sessions are not correctly closed. You can compare that with a broken Lync conversation.
The fields.xml Settings are server-side CRM Settings.
This blog is on how to install DocumentsCorePack (DCP) and TelephoneIntegration (TI) for CRM 2011 Online. When using CRM 2011 Online, it is important that the server part of the addon is installed somewhere on your network. It can be installed locally on a computer or anywhere else on one of the supported operating systems listed below. The following steps explain how to install the serverpart of DocumentsCorePack and TelephoneIntegration on your system. Please note, that both, client and server must be installed!
In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack Print in Word and TelephoneIntegration Call Number buttons are not working properly. To resolve the issue open a command prompt and enter regsvr32.exe wshom.ocx
!! Please note: This only applies to CTI Versions 5.30 and below !! !! Since Microsoft has changed the EULA of their WIF SDK we are now allowed to include all required files into our setups !!
All of our client products (Telephone Integration and DocumentsCorePack Client) need the WindowsIdentityFoundation Framework to be able to connect to CRM 2011.
Unfortunately the WIF Framework is not officially supported on WindowsXP by Microsoft, but there are 2 ways to make this work on a WindowsXP OS.
When using per User licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager, the below screen appears:
Figure 1: License Manager - Preview License
This is due to the fact, that the user (usually an admin), who is running the license-manager is not a licensed user at this point.
To enable this, specific users you will have to follow the below steps.
This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.
When ordering licenses, you will be asked for the organisation unit name of your CRM system. This information is mandatory in order to create a license. Below, you can find a short description about how to get the necessary information for CRM 4.0 / CRM 2011.