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.
It is quite common, that user information shows up within the document itself. (e.g. a “Best regards, firstname lastname” at the end of a quote). This Step-By-Step tutorial describes how to add this relation to a template. In this example the Quote_base.docx template, that comes with the installation of DCP for CRM 2011, is used.
Please note: DocumentsCorePack (DCP) Client version 5.27 or higher is mandatory!
Please note: It is not possible to set up custom n:n-relations by using the tree view of the RecordCounter Server Config!
Instead, you have to use the Configuration Tool. To do so, click on the [Configure RecordCounter]-button to open it.
To successfully enable RecordCounter (RC) for unmanaged entities, please follow these instructions:
First, enable RC for the custom entity. Simply check the checkbox in the tree view of the RecordCounter Server Config.
Then open CRM, navigate to Settings and click on Customizations.
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!
We have created a function offering the possibility to use a dialog to pre-filter the result rows. This will be helpful when the user needs to select a specific related entity (e.g. contact, ...) before starting to generate the document.
This feature is available with version 5.26 upwards and only for DOCX-templates.
Protection for generated documents is a common query from our customers. With DocX and Macros it is very simple to achieve this.