This blog article outlines how to customize the TelephoneIntegration Context Menu to create new activities and/or entities.

Requirements: TelephoneIntegration Client v.6.20 or higher

Examples: There are several CRM-functionalities available in the context menu of a phone call.

• Per default, the following Activity Types are available as CRM standard:

 
Figure 1: Standard Activity type in the context menu of TI Client.

• But you can expand the default by creating custom activities, like for example Create Lynch Chat and Create Campaign Response.

Figure 2: Custom entity types in the context menu of TI Client.

 

How to create custom activites and/or entities 

To create a new custom activity and/or entity, you have to add a new Settingskey. To do so, please open your CRM and navigate to Settings. 

Figure 3: Open settings

In the settings, double-click on TelephoneIntegration.

Figure 4: Select TelephoneIntegration

In the main navigation section at the top, click on the TelephoneIntegration drop-down and select the MSCRM-ADDONS.COM Settingskeys.

Figure 5: MSCRM-ADDONS.COM Settingskeys

In the next window, click on the [+ADD NEW MSCRM-ADDONS.com Settingskey]-button. 

Figure 6: [+ADD NEW MSCRM-ADDONS.com Settingskey]

Next, type in following:
- Name*: customentities.xml (This is the key value Name)
- IsCached*: Yes
- KeyValue: see figure 7, 8 and 9

Figure 7: SettingsKey - General window

Figure 8: Key value - enlarged

Figure 9: Key value - explained 

 

Custom Entities KeyValue:

In order to create custom entities, please use the following KeyValue. This example shows the KeyValues for Goal and Currency. 

customentities.xml

<?xml version="1.0" encoding="utf-8"?>
<customentities>
    <transactioncurrency>
        <displayname>Currency</displayname>
        <phonefield>currencyname</phonefield>
    </transactioncurrency>
    <goal>
        <displayname>Goal</displayname>
        <phonefield>title</phonefield>
    </goal>
</customentities>

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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