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What to do if the TAPI wrapper is not working properly

CTI 2011 TAPI wrapper needs a TAPI driver that is suitable to your Phone PBX server.

Each PBX phone-system vendor has its own TAPI driver.

Our TAPI wrapper has not an active role on the TAPI lines, it is just a passive listener to random TAPI driver events and eventually, it triggers them in case of outgoing calls, accepting the incoming offers.


Calling out from a CRM Entity by pressing the [Call Number]-button triggers no reaction

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.


The Entity or PhoneCall activity does not open when a call is made

Before an entity or PhoneCall activity can be opened by an incoming/outgoing phone call, the phonenumber must be resolved.


What to do when the Lync / OCS wrapper does not support outgoing calls?

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.


How to open the fields.xml settings?

The fields.xml Settings are server-side CRM Settings.


How to enable debugging for TelephoneIntegration

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Please note:
This article applies to TelephoneIntegration 
for MS CRM 2011, 2013 and 2015, as well as to CRM 2015/2016.

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Basically there are two ways to activate debugging:

Solution 1: Activating debugging via the TI-Setup

Solution 2: Activating debugging on your Client via the Registry


CTI in a hosted environment

CTI does need the server component in a hosted environment as well, but you can launch the CTI Server setup from any Client, as long as you have a user with full access to CRM.

You need to select the hosted options on the Connection dialog. 


CTI & TrendMicro 2010 blockiert Popup-Fenster

Trendmicro Officescan (Version 10, Servicepack 1).

Lösung: Mit dem Trendmicro Performance tuning Tool (siehe Link) eine Ausnahme auf die CallInfoCRM4.exe erstellen.

Die Ausnahme wird, obwohl im TM Artikel nicht erwähnt, in die globale Konfiguration aufgenommen. 


Downgrade KDTele.ocx

To downgrade the KDTele-tools in order to use the previous event-model, simply donwload the downgrade package from:

http://62.99.232.162/TI/downgrade.zip

and extract the package into a “downgrade” folder within the installation directory of the TelephonIntegration (TI) - Client component.