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How to create a PowerDialer list based on the custom PowerDialer list entity

Power Dialing lists in TelephoneIntegration for Microsoft Dynamics 365 (CRM) usually bases on Microsoft Dynamics 365 (CRM) Campaign Activities or on custom power dialer list entities.

But you can also create a Power Dialer list based on custom power dialer list entities.

Please follow the below tutorial in order to create such a list.

 

Step 1: Select the contacts/accounts/leads in your Microsoft Dynamics 365 (CRM) view you would like to use for your list and click on the [Create Dialing List]-button in the ribbon. For this example, we decided to use the entity Contact.

Figure 1: Create dialing list

 

Step 2: Fill out the form and press the [Create New]-button or the [Add to existing]-button (in case you have already created a list and simply want to add some more contacts) and give it a pretty name.

Figure 2: Create New Power List entry



Step 3:
Congrats! You have created a PowerDialingList record. 

Figure 3: Newly created PowerDialer List


Step 4: Please change the fields according to your needs and then save the changes. The Power Dialer List record is now ready to use.


Step 5:
Now, the PowerDialing functionality must be enabled in the TelephoneIntegration Server Configuration. Please watch this video for further information. (Please note: The video was created for Microsoft Dynamics CRM 2015/2016, but its content is also valid for Microsoft Dynamics 365 (CRM) ).


Step 6:
TelephoneIntegration Client retrieves the server-side setting UsePowerDialing when it is stars. If Power Dialing is enabled, the Client checks for updates every minute. If any updates apply to the logged-on user, a notification window is displayed.

If you want to learn how easy it is to work with PowerDialer, please have a look at this article or learn how to enable the PowerDialer functionality here.

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




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