This blog article describes how to place InternetExplorer popup windows when using TelephoneIntegration.
TelephoneIntegration provides the possibility to automatically open CRM records and a new phone-call activity in separate InternetExplorer windows. Users can define the order and position of the CRM record-window and the phone-call-activity-window.
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.
This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2011 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2011 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel here.
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.
This blog article explains how to configure GroupCalendar in order to show additional activity-attributes within multiple rows in the GroupCalendar’s Gantt view. Each additional attribute of an activity will be shown in a new line.
Thanks to this feature of ActivityTools, you can easily embed the ActivityTools previews to your CRM dashboard.
Depending on your configuration, it is possible to show one or mutliple previews in one dashboard.
Sometimes, you may be asked to create a new settingskey for one of our products. This article outlines how to do so.