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.
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.
In the settings, double-click on TelephoneIntegration.
In the main navigation section at the top, click on the TelephoneIntegration drop-down and select the MSCRM-ADDONS.COM Settingskeys.
In the next window, click on the [+ADD NEW MSCRM-ADDONS.com Settingskey]-button.
Next, type in following:
- Name*: customentities.xml (This is the key value Name)
- IsCached*: Yes
- KeyValue: see figure 7, 8 and 9
Figure 8: Key value - enlarged
Custom Entities KeyValue:
In order to create custom entities, please use the following KeyValue. This example shows the KeyValues for Goal and Currency.
<?xml version="1.0" encoding="utf-8"?>
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.