This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.
When calling over TAPI line, you sometimes need to predial a specific number to make an external call. In some cases, the TAPI driver is also passing this number to the TelephoneIntegration (TI) Client. If the TI Client Balloon then shows the PREDIAL NUMBER + REGULAR PHONE NUMBER instead of only the PHONE NUMBER.
When phone numbers are not being resolved correctly, the cause is sometimes an incomplete phone number index table (to be found in the MSCRM-ADDONS.com CTI CallInfos) in CRM.
It is recommended to rebuild this table from scratch. This includes removing all existing data in that table. To do so, we use the Telephone Integration update service. This article outlines how to do so.
This blog article outlines how to send dtmf signals directly from the TelephoneIntegration (TI) balloon, so you no longer need to do that with your telephone handset. This feature is available in version 5.56 or higher.
Examples of using dtmf functionality:
That means, when you call e.g. a support telephone number, or you would like to start a conference call, you may have to enter an access password or some digital numbers. With the dtmf function, you don't need to use your telephone handset to enter your access password, but to select it direclty via the dtmf function in TelephoneIntegration.
This blog article outlines how to enable/disable Dialing from relationships (DFR) by dialing from CRM site. Usually, TelephoneIntegration (TI) allows users to dial from related CRM-records. Say, they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc).
If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey. Please follow the below steps to do so.
In general, TelephoneIntegration allows users to dial from related CRM-records. This means, that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).
You have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out from an opportunity, you want accounts to be displayed, but not the related contacts and leads). In order to do so, you have to create a new settingskey and follow the below steps.
TelephoneIntegration allows users to dial from related CRM-records. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.). The example in the screenshot below shows that the user has the possibility to dial from all records which are related to the account ‘MSCRM-ADDONS.com’. Users have a good overview of the related records, as they are structured in main phone, connections, relations and others.
This blog article outlines how to set the font sizes in the TelephoneIntegration balloon.
Users have the possibility to define the font sizes for the values to be displayed in the TelephoneIntegration balloon.