This article outlines where to find the Settingskeys for our products in MS CRM 2013/2015.
Generally, TelephoneIntegration allows users to dial from related CRM-records. But users also have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon. 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 Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process.
This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates.
The Convergence 2014 (4 – 7 March) in Atlanta, GA exceeded all our expectations. To begin with, we would like to thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth!
We are back from our journey from the eXtremeCRM 2014 from Barcelona Spain where we exhibited as bronze sponsor. Thank you for visiting our booth, it was great meeting you there!
This article outlines how TelephoneIntegration Client works with Outlook client. Available for TelephoneIntegration Client v5.54 and higher.
This article describes, how to use TelephoneIntegration for MS CRM 2013 with MS Outlook only. Users have the possibility to use TelephoneIntegration without a browser, but with Outlook only, meaning that TelephoneIntegration will open all windows (e.g. the CRM-call-activity, etc.) in Outlook and not in an internet browser window.
Sometimes you may be asked to create a new settingskey for one of our products (e.g. if we developed a customization for you or if a special configuration is needed, etc.). To do so, please follow the six easy steps below.
Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration
Please note: This article applies to CRM 2013 as well as to CRM 2015/2016
When ordering licenses, you will be asked for the organisation unit name of your CRM system. This information is mandatory in order to create a license. Below, you will find a short description on how to get the necessary information for CRM 2013 and CRM 2015/2016.
When using our products, the CRM discovery service is contacted to retrieve the service URLs for accessing the CRM WebServices.
In some cases the URL returned by the discovery service is not useable to contact the CRM WebService.