When you open a new PhoneCall activity (without the always store option), the TelephoneIntegration (TI) Client automatically fills the from and to field with the actual sender and the recipient. The functionality is provided with the TelephoneIntegrationServerCore2013.16 solution.
If it does not work, you must check the checkSender function.
INTRODUCTION
This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.
Addon: TelephoneIntegration for MS CRM 2013, 2015
Prerequisite:
This will only work for phonecalls, that are created with the always store-option enabled in the CTI clients options.
Error message:
Principal user (Id=56f329cd-2a1f-e511-8118-c4346bad624c, type=8) is missing prvReadptm_ticallinfodata privilege (Id=f83d0785-3924-421b-ad25-9ee898c13b7d)
The TAPI driver is a component beyond our control, as it is provided by the phone vendor and, similar to a device driver, the TAPI driver connects a physical phone device with a windows operating system.
In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps.
This article explains how to enable the Click2Dial-functionality of TelephoneIntegration (TI) for CRM 2013/2015 without using the CallNumber button in the ribbon.
This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.
This article outlines how to add the TelephoneIntegration [Call Number]-button manually.
Requirements: TelephoneIntegration for MS CRM 2013/2015
It is not recommended to use Integrated Security for Telephone Integration.
This blog article explains what to do if the TIUpdateService is still processing data from previous configuration in TelephoneIntegration (TI) for Microsoft Dynamics CRM 2013.