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Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


Predictive dialer: How to reschedule of a phone call

This blog article describes how to reschedule a phone call when using the predictive dialer of TelephoneIntegration.


How to place InternetExplorer popup windows

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.


Policy options for internal phone calls

This blog article outlines various policy options for internal phone calls.


How to assign unresolved numbers to exisiting CRM records

TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.


If/else-conditions in *.docx templates

It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.


How to create a workflow with AutoMerge for MS Dynamics CRM 2011 Online

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.


How to use integrated search in TelephoneIntegration for MS Dynamics CRM 2011

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.


Telephone Integration Client Unattended Setup

Introduction:

The following article outlines, how TelephoneIntegration Client is installed unattended. This enables installing the CTI client via policy or automatic install scripts.


The TelephoneIntegration update service
The TelephoneIntegration (TI) update service retrieves the needed information (determined by the administrator within the CTI-configuration interface) from the CRM system, processes it and provides it for TI. This is essential if you want TelephoneIntegration to operate. The update service e.g. ensures that telephone numbers are provided to perform calls or that information about the caller/called person are provided within the TI User Interface (balloon) for a more efficient call handling, etc.

Execute AutoMerge for MS CRM 2011 and 2013 via JavaScript

This article explains how to execute the Create Document-step of AutoMerge manually in JavaScript. This allows to include this functionality in custom - applications (e.g. create documents via a CRM-button-click and save document to SharePoint )

This article covers both:

1) Calling the plugin

2) Handling the result

Attached, you can find the full library for download.