News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogPhoneCall from/to fields are not populatedhttps://www.mscrm-addons.com/Blog/PostId/9860/phonecall-fromto-fields-are-not-populatedTelephoneIntegration (TI),TI 2013Thu, 08 Oct 2015 13:56:00 GMT<p>When you open a new PhoneCall activity (without the <em>always store</em> option), the TelephoneIntegration (TI) Client automatically fills the <em>from</em> and <em>to</em> field with the actual sender and the recipient. The functionality is provided with the TelephoneIntegrationServerCore2013.16 solution.</p> <p>If it does not work, you must check the <em>checkSender function</em>.</p> <p>To do so, open the <em>PhoneCall Information Form</em>. Make sure, that in case of an <em>OnLoad event</em> the <em>checkSender function </em>is called from the <em>ptm_PhoneCallDirection</em>.</p> <p><a href="http://mscrm-addons.com/BlogEngine.NET/images/blog/files/2015%2f10%2fcheckSenderScript.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2015%2f10%2fcheckSenderScript.PNG" width="314" height="187" /></a></p> <p><em>Figure 1: PhoneCall Information Form</em></p> <p>&nbsp;</p> <p>The content of the<em> checkSender function</em> must look like this:</p> <p style="padding-left: 30px;">function checkSender()<br /> {<br /> &nbsp;&nbsp;&nbsp; try<br /> &nbsp;&nbsp;&nbsp; {<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; if (!(window.location.search.match('&amp;id=')))<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; {&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; if (window.location.search.match('actualdurationminutes=-')) <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; {<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; if (Xrm.Page.data.entity.attributes.get("directioncode").getValue())<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; {<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var from = Xrm.Page.data.entity.attributes.get("ownerid").getValue();<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Xrm.Page.data.entity.attributes.get("from").setValue(from);<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; }<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; else<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; {<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var from = Xrm.Page.data.entity.attributes.get("ownerid").getValue();<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var to = Xrm.Page.data.entity.attributes.get("to").getValue();</p> <p style="padding-left: 30px;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Xrm.Page.data.entity.attributes.get("from").setValue(to);<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Xrm.Page.data.entity.attributes.get("to").setValue(from);<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;}<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;name = "actualdurationminutes";<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;var regex = new RegExp("[\\?&amp;]" + name + "=([^&amp;#]*)");<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var results = regex.exec(window.location.search);&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var dur = parseInt(results[1].replace(/\+/g, ""));<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Xrm.Page.data.entity.attributes.get("actualdurationminutes").setValue(dur * -1);&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; }<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; }<br /> &nbsp;&nbsp;&nbsp; }<br /> &nbsp;&nbsp;&nbsp; catch (e) {}<br /> }<br /> <br /> </p> <p>Please do also check the <em>PhoneCall Standard form</em>.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9860How to synchronize TelephoneIntegration history with actual phonecallshttps://www.mscrm-addons.com/Blog/PostId/9859/how-to-synchronize-telephoneintegration-history-with-actual-phonecalls!TelephoneIntegration (TI),TI 2013,TI 2015 / 2016Fri, 25 Sep 2015 11:00:00 GMT<p><strong>INTRODUCTION </strong></p> <p>This article explains the steps required<em> to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM. </em></p> <p><strong>Addon: </strong><a href="http://www.mscrm-addons.com/Products/MSCRM2013/TelephoneIntegration/tabid/173/language/en-US/Default.aspx">TelephoneIntegration for MS CRM 2013, 2015</a></p> <p><strong>Prerequisite:</strong></p> <p>This will only work for phonecalls, that are created with the <em>always store-</em>option enabled in the CTI clients options.</p> <p>&nbsp;</p> <p><strong>1)</strong> Start with creating a new workflow <em>(CRM &gt; Settings &gt; Processes)</em> and attach it to the entity <em>MSCRM-Addons.com CTI Call History</em>.<br /> &nbsp; &nbsp; In case you have not created a workflow in Microsoft Dynamics CRM yet, get some advice how to do this</p> <ul> <li>in&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9749/Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online" target="_blank">CRM Online here</a></li> <li>in&nbsp;<a href="http://www.mscrm-addons.com/Support/Documentations/tabid/116/Default.aspx" target="_blank">CRM on premise in our documentation</a></li> </ul> <p><a href="http://mscrm-addons.com/images/blog/files/a1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a1.png"></a><a title="Create workflow" href="http://mscrm-addons.com/images/blog/files/a1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a1" src="http://mscrm-addons.com/images/blog/files/a1_thumb.png" alt="a1" width="244" height="82" /></a></div> <br /> <em>Figure 1: Create workflow</em></p> <p><strong>2)</strong> On the next page make sure the <em>start when</em>-option is set to <em>Record is Created</em>.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/a2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a2.png"></a><a title="Set start when-option" href="http://mscrm-addons.com/images/blog/files/a2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a2" src="http://mscrm-addons.com/images/blog/files/a2_thumb.png" alt="a2" width="244" height="100" /></a></div> <br /> <em>Figure 2: Set start when-option</em></p> <p><strong>3) </strong>Add a <em>Check Condition</em>-step&nbsp;that will check if the history record has the phone call activity GUID info. Edit it like shown in Figure 3.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/pic2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic2.png"></a><a title="Edit Check Condition-step" href="http://mscrm-addons.com/images/blog/files/pic2.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic2" src="http://mscrm-addons.com/images/blog/files/pic2_thumb.png" alt="pic2" width="244" height="144" /></a></div> <br /> <em>Figure 3: Edit Check Condition-step</em></p> <p><strong>4)</strong> Add a <em>Wait Condition</em> that will start 5 mintes after the record is created. The record is created at the end of the call. Users can adujst the time (5 minutes) to their needs. It should be edited as shown in Figure 4.<br /> <a href="http://mscrm-addons.com/images/blog/files/a3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a3.png"></a><a title="Edit Wait Condition-step" href="http://mscrm-addons.com/images/blog/files/a3.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a3" src="http://mscrm-addons.com/images/blog/files/a3_thumb.png" alt="a3" width="244" height="79" /></a></div> <br /> <em>Figure 4: Edit Wait Condition-step</em></p> <p><strong>5)</strong> Add an&nbsp;<em>Update Record</em>-step as substep to your <em>Wait Condition</em>. It will update the lastsync field. Edit it as shown in Figure 5.<br /> <a href="http://mscrm-addons.com/images/blog/files/pic4.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic4.png"></a><a title="Edit Update Record-step" href="http://mscrm-addons.com/images/blog/files/pic4.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic4" src="http://mscrm-addons.com/images/blog/files/pic4_thumb.png" alt="pic4" width="244" height="112" /></a></div> <br /> <em>Figure 5: Edit Update Record-step</em></p> <p>The generated workflow steps should now look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/a5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a5.png"></a><a title="Generated workflow steps" href="http://mscrm-addons.com/images/blog/files/a5.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a5" src="http://mscrm-addons.com/images/blog/files/a5_thumb.png" alt="a5" width="244" height="78" /></a></div> <br /> <em>Figure 6: Generated workflow steps</em></p> <p>Save the workflow and activate it.</p> <p><strong>6)</strong> Start your <em>CRM Plugin Registration Tool</em>, connect to your CRM organization(s) and under Registered Plugins check for&nbsp;<em>PTM.Plugins.</em> Expand it. <br /> Right click on&nbsp;<em>PTM.Plugins.SyncNumberPlugin. </em>Then select&nbsp;<em>Register New Step</em> as outlined in Figure 7. &nbsp; &nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/pic5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic5.png"></a><a title="Register new step" href="http://mscrm-addons.com/images/blog/files/pic5.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic5" src="http://mscrm-addons.com/images/blog/files/pic5_thumb.png" alt="pic5" width="244" height="108" /></a></div> <br /> <em>Figure 7: Register new step</em></p> <p><strong>7)</strong> When the <em>CTI </em>marks the call as <em>finished</em>, the information is stored in the <em>history table</em>. <br /> The first step checks if the <em>linkedactivityid </em>contains a phone call guid. If yes, it waits for 5 minutes. Within the 5 minutes, the user has to finish the modification of the open phone call by saving it (but not completing it). 5 minutes after the call has been finished, the <em>lastsyncdate </em>will be updated.<br /> This behaviour triggers the <em>SyncNumberPlugin</em>. If the phone call was not read only, then the <em>duration </em>field will be updated.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9859Error message: ...is missing prvReadptm_ticallinfodata privilege https://www.mscrm-addons.com/Blog/PostId/9855/is-missing-prvreadptm_ticallinfodata-privilegeTelephoneIntegration (TI),TI 2011,TI 2013,TI 2015 / 2016Wed, 19 Aug 2015 16:41:00 GMT<p><strong>Error message:</strong></p> <p><em>Principal user (Id=56f329cd-2a1f-e511-8118-c4346bad624c, type=8) is missing prvReadptm_ticallinfodata privilege (Id=f83d0785-3924-421b-ad25-9ee898c13b7d)&nbsp;</em></p> <p><strong>Solution:</strong></p> <p>Please make sure, that the user who uses te TelephoneIntegration license, has the following 2 security roles:</p> <ul> <li><em>TelephoneIntegration security role</em></li> <li><em>MSCRM-ADDONS general security role</em></li> </ul> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9855How to get the right TAPI driverhttps://www.mscrm-addons.com/Blog/PostId/9851/telephoneintegration-how-to-get-the-right-tapi-driverTelephoneIntegration (TI),TI 2013,TI 2015 / 2016Mon, 27 Jul 2015 14:23:00 GMT<p>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.<br /> &nbsp;&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_928.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_928.png"></a><a title="The TAPI connection" href="http://mscrm-addons.com/images/blog/files/image_928.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_901.png" alt="image" width="311" height="376" /></a></div> &nbsp; <br /> <em>Figure 1: The TAPI connection</em></p> <p>The TAPI driver is required to be setup and working, as we do not have knowledge about the devices and the drivers to support those. <br /> <br /> <span style="color: #ff0000;">Please note: Please consult your TAPI driver supplier for setting up and configuring the TAPI driver correctly. We cannot support phone systems TAPI drivers, only phone system vendor can do that, as they programmed them.<br /> &nbsp;</span></p> <p>Experience has shown, that several TAPI drivers require local administrator rights to be functional.</p> <p>Always, as a first level of proof, make sure, the windows dialer (dialer.exe on the command line) is able to properly see and access the existing phone system line.</p> <p>As long as the driver is not visible to the windows dialer, the TelephoneIntegration Client will not be able to interact with it as well.<br /> <br /> <br /> If your TAPI line will work with our Telephone Integration Client, you can also test with the <em>ATAPI Tester tool</em>. Initialize the TAPI line, dial out and in and send us the data to verify the compatibility.</p> <p><a href="http://mscrm-addons.com/images/blog/files/2016/5/ATAPI%20Tester.zip">ATAPI Tester.zip (1.10 mb)</a>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.&nbsp;</p>9851How to change the CRM connection credentials for active usershttps://www.mscrm-addons.com/Blog/PostId/9850/how-to-change-crm-connection-credentials-for-the-active-userDocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 2015 / 2016,TI 2011,TI 2013,TI 2015 / 2016,TI 4.0Fri, 17 Jul 2015 09:42:00 GMT<p>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.&nbsp;<br /> &nbsp;</p> <p><strong>For DocumentsCorePack Client <br /> </strong><br /> Open the&nbsp;<em>DocumentsCorePack Client Data Provider</em>&nbsp;from the <em>StartPane </em>with a right-click on it<em>.&nbsp;</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_920.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_920.png"></a><a title="Open the DocumentsCorePack data provider" href="http://mscrm-addons.com/images/blog/files/image_920.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_893.png" alt="image" width="240" height="220" /></a></div> &nbsp; <br /> <em>Figure 1: Open the DocumentsCorePack data provider</em><br /> <br /> Now open the DocumentsCorePack data provider configuration with a click on <em>Config</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_921.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_921.png"></a><a title="Open the Configuration of theDocumentsCorePack data provider" href="http://mscrm-addons.com/images/blog/files/image_921.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_894.png" alt="image" width="244" height="165" /></a></div> &nbsp; <br /> <em>Figure 2: Open the Configuration of theDocumentsCorePack data provider</em><br /> <br /> In the next window, click on the <em><strong>[Change Logon:]</strong></em>-button</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_922.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_922.png"></a><a title="Click on the [Change Logon" href="http://mscrm-addons.com/images/blog/files/image_922.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_895.png" alt="image" width="245" height="344" /></a></div> &nbsp; <br /> <em>Figure 3: Click on the [Change Logon:]-button</em><br /> <br /> In the following window, the <em>CRM Connection Credentials</em> can be changed.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_923.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_923.png"></a><a title="Change CRM Connection Credentials" href="http://mscrm-addons.com/images/blog/files/image_923.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_896.png" alt="image" width="244" height="226" /></a></div> <br /> <em>Figure 4: Change CRM Connection Credentials</em></p> <p><strong>For TelephoneIntegration Client</strong> <br /> To change the CRM Connection Credentials for <em>TelephoneIntegration Client</em>, please start the <em>TelephoneIntegration Client</em> in the <em>StartPane </em>with a right-click on it.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_924.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_924.png"></a><a title="Start the TelephoneIntegration Client in the StartPane" href="http://mscrm-addons.com/images/blog/files/image_924.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_897.png" alt="image" width="240" height="210" /></a></div> &nbsp;<br /> <em>Figure 5: Start the TelephoneIntegration Client in the StartPane</em></p> <p>Next, click on <em>Setup</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_925.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_925.png"></a><a title="Click on Setup" href="http://mscrm-addons.com/images/blog/files/image_925.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_898.png" alt="image" width="237" height="280" /></a></div> <br /> <em>Figure 6: Click on Setup</em></p> <p>In the next window, switch to the <em>CRM</em>-tab and click on the <em><strong>[SetupConnection]</strong></em>-button. The CRM Connection setup opens. There, change your credentials as required.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_927.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_927.png"></a><a title="Change your credentials" href="http://mscrm-addons.com/images/blog/files/image_927.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_900.png" alt="image" width="244" height="224" /></a></div> <br /> <em>Figure 7: Change your credentials</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9850How to extend the Click2Dial-functionality for TelephoneIntegration?https://www.mscrm-addons.com/Blog/PostId/9841/telephoneintegration-20132015-how-to-enable-the-click2dial-functionalityTelephoneIntegration (TI),TI 2013,TI 2015 / 2016,TI 365Fri, 22 May 2015 12:23:00 GMT<p>This article explains how to&nbsp;enable the <em>Click2Dial</em>-functionality of TelephoneIntegration (TI) for CRM 2013/2015/2016 and Dynamics 365 without using the <em>CallNumber </em>button in the ribbon.&nbsp;</p> <p>This feature allows you to start an outgoing call through hitting directly on a telephone&nbsp;number in the CRM form via the TI Client. CRM already has a builtin <a href="https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-skype-or-skype-for-business">Click2Dial feature</a>, but its use is limited only to Skype or Skype for Business (Lync) client.&nbsp;</p> <p>Instead of calling via the default Skype or Lync client, we can alter it so that the call is triggered over our TI Client/default communication plugin.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Save and Publish" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fTI_BLOG.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fTI_BLOG.png" width="500" /></a></div> <br /> <em>Figure 1: Extended Click2Dial functionality (example)</em></p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>How to extend the Click2Dial functionality for TI?</strong></span><br /> <strong><br /> 1)</strong> To enable the functionality, open <em>CRM &gt; Settings &gt; Customizations &gt; Customize the System</em>.</p> <p>In the next window select <em>Web Resources </em>in the tree-view&nbsp;and click on the <em><strong>[New]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image003_3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image003_3.jpg"></a><a title="Extended Click2Dial functionality (example)" href="http://mscrm-addons.com/images/blog/files/clip_image003_3.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image003" src="http://mscrm-addons.com/images/blog/files/clip_image003_thumb_3.jpg" alt="clip_image003" width="500" /></a></div> &nbsp;<br /> <em>Figure 2: Web Resources Window in CRM</em></p> <p><strong>2)</strong> Use the next window to create a new<em> web resource</em>. The name does not really matter. Here, we use&nbsp;<em><g class="gr_ gr_99 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="99" data-gr-id="99">new</g>_ PTMTIReplaceCallHandler</em>. The important settings are the <em>Type</em>&nbsp;and the&nbsp;<em>Script</em>.</p> <p><strong>3)</strong> Next, download<strong>&nbsp;</strong>the below file, unzip it and upload the script.&nbsp;</p> <p><span style="white-space: pre;"><span style="white-space: pre;"> For Dynamics 365 take this</span>:&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/PTMTIReplaceCallHandlerDyn365.zip?ver=2018-05-15-104600-007" style="background-color: #ffffff;">PTMTIReplaceCallHandlerDyn365.zip</a>&nbsp;</span></p> <p><span style="white-space: pre;"> For older CRM versions take this:</span>:&nbsp;<a href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fPTMTIReplaceCallHandler.zip" style="background-color: #ffffff;">PTMTIReplaceCallHandler.zip</a>​</p> <p><strong>4)</strong> Once done so, click on the <em><strong>[Save]</strong></em>-button and afterward on the <em><strong>[Publish]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image005_2.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image005_2.jpg"></a><a title="Web Resources Window in CRM" href="http://mscrm-addons.com/images/blog/files/clip_image005_2.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image005" src="http://mscrm-addons.com/images/blog/files/clip_image005_thumb_2.jpg" alt="clip_image005" width="500" /></a></div> <br /> <em>Figure 3: Create <g class="gr_ gr_214 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="214" data-gr-id="214">new</g> web resource</em></p> <p><strong>5)</strong> Next, open a CRM record for which you want to enable this feature. (here: C<em>ontact</em>) Here, open the <em>Form</em>-Editor.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image007_4.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image007_4.jpg"></a><a title="Create new webresource" href="http://mscrm-addons.com/images/blog/files/clip_image007_4.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image007" src="http://mscrm-addons.com/images/blog/files/clip_image007_thumb_4.jpg" alt="clip_image007" width="500" /></a></div> <br /> <em>Figure 4: Open form-editor in the entity Contact&nbsp;</em></p> <p><strong>6)</strong>&nbsp;Now click on the <em><strong>[Form Properties]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image009_4.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image009_4.jpg"></a><a title="Open form-editor in the entity Contact" href="http://mscrm-addons.com/images/blog/files/clip_image009_4.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image009" src="http://mscrm-addons.com/images/blog/files/clip_image009_thumb_4.jpg" alt="clip_image009" width="500" /></a></div> <br /> <em>Figure 5: Open the Form Properties - dialog&nbsp;</em></p> <p><strong>7)</strong>&nbsp;In <g class="gr_ gr_88 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="88" data-gr-id="88">the </g><em><g class="gr_ gr_88 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-del replaceWithoutSep" id="88" data-gr-id="88">Form</g> Properties</em>-dialog, the before created <em>web resource </em>must be selected. Click on the upper&nbsp;<em><strong>[+Add]</strong></em>-button (in the <em>Form Libraries&nbsp;</em>- section) and a Look-up record-window will pop up.<br /> After the <em>web resource</em> has been selected, click on the <em><strong>[Add]</strong></em>-button in the <em>Look-up record</em>-window.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image011_4.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image011_4.jpg"></a><a title="Open the Form Properties - dialog" href="http://mscrm-addons.com/images/blog/files/clip_image011_4.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image011" src="http://mscrm-addons.com/images/blog/files/clip_image011_thumb_4.jpg" alt="clip_image011" width="500" /></a></div> <br /> <em>Figure 6: Form Properties-dialog (background) and Look-up record-window</em></p> <p><strong>8)</strong> Back in <g class="gr_ gr_95 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="95" data-gr-id="95">the </g><em><g class="gr_ gr_95 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-del replaceWithoutSep" id="95" data-gr-id="95">Form</g> Properties</em>-dialog, we must define the <em>Start</em>-function of the script. To do so, click on the lower <em><strong>[+Add]</strong></em>-button (in the <em>Event Handlers</em>-section). Now select the <em>web resource </em>and type in the function name (here&nbsp;<em>PTM_TIStartReplaceCallHandler). </em>Click on the <em><strong>[OK]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image013_3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image013_3.jpg"></a><a title="Form Properties-dialog (background) and Look-up record-window" href="http://mscrm-addons.com/images/blog/files/clip_image013_3.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image013" src="http://mscrm-addons.com/images/blog/files/clip_image013_thumb_3.jpg" alt="clip_image013" width="500" /></a></div> <br /> <em>Figure 7: Handler Properties&nbsp;</em></p> <p><strong>9)</strong>&nbsp;Finally, <g class="gr_ gr_96 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="96" data-gr-id="96">the </g><em><g class="gr_ gr_96 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-del replaceWithoutSep" id="96" data-gr-id="96">Form</g> Properties</em>-dialog will look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image015_3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image015_3.jpg"></a><a title="Handler Properties" href="http://mscrm-addons.com/images/blog/files/clip_image015_3.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image015" src="http://mscrm-addons.com/images/blog/files/clip_image015_thumb_3.jpg" alt="clip_image015" width="500" /></a></div> <br /> <em>Figure 8: Customized Form Properties-dialog&nbsp;</em></p> <p><strong>10)</strong> To complete the configuration, click on the <em><strong>[OK]</strong></em>-button. Then click on the <em><strong>[Save]</strong></em>-button and afterward on the <strong><em>[Publish]</em></strong>-button in the form editor.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image016_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image016_2.png"></a><a title="Customized Form Properties-dialog" href="http://mscrm-addons.com/images/blog/files/clip_image016_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image016" src="http://mscrm-addons.com/images/blog/files/clip_image016_thumb_2.png" alt="clip_image016" width="150" /></a></div> <br /> <em>Figure 9: Save and Publish</em></p> <p>After reloading <em>Contact</em> in CRM (press F5), the <em>Click2ToDial</em>-functionality will be enabled.</p> <p><span style="color: #ff0000;">Please note: If you want to enable this feature on additional forms, you simply have to select the corresponding web resource and define the corresponding start-function.</span></p> <p><span style="color: #ff0000;"> </span></p> <p><strong>Trouble Shooting&nbsp;<br /> </strong>This section is only relevant for you if dialing out does not work as expected when clicking a number directly in the form.<br /> <br /> First please make sure that dialing out by hitting the default TI button works as expected:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" TI call number " href="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI1.png"> <img alt=" TI call number" width="225" height="32,5" class="img-responsive" src="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: TI call number</em></div> </div> <p>&nbsp;</p> <p>Only if this is the case it has to be a problem with the Click2Dial script.</p> <p>Then follow these steps to get more information.</p> <p>Add the "debug<g class="gr_ gr_103 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep" id="103" data-gr-id="103">:true</g>" text to the function call, as you can see in the figure below:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Add the debug:true text to the function call " href="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI2.png"> <img alt=" Add the debug:true text to the function call" class="img-responsive" src="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: Add the "debug<g class="gr_ gr_104 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep" id="104" data-gr-id="104">:true</g>" text to the function call<br /> <br /> <br /> </em> <p>Next, save and publish.&nbsp;</p> <p>After reloading the entity record you will see alerts on page load and on click of a number, like:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Alerts on page load and on click of a number " href="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI3.png"> <img alt=" Alerts on page load and on click of a number" class="img-responsive" src="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 12:&nbsp;<span>Alerts on page load and on click of a number</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span>&nbsp;</span></em></p> <p>&nbsp;<strong>Please note</strong> that every CRM user using this form will get these alerts.</p> </div> <p>&nbsp;</p> </div> </div> <p><span style="color: #ff0000;"> </span></p> <p><span style="color: #ff0000;"> </span></p> <p><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9841Skype plugin is not showing call infohttps://www.mscrm-addons.com/Blog/PostId/9834/telephoneintegration-skype-plugin-is-not-showing-call-infoTelephoneIntegration (TI),TI 2013,TI 2015 / 2016Tue, 14 Apr 2015 09:44:00 GMT<p>This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.</p> <p>Please check your current Skype desktop Client version and make sure that is not higher than version 6.21.</p> <p>The Skype desktop API commands for calls are broken in both 6.22 and 7.0. Skype developers are working to fix the problem. In the meantime, please use Skype <a href="http://web.archive.org/web/20141213144457/http:/download.skype.com/msi/SkypeSetup_6.21.0.104.msi">version 6.21</a>.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9834How to add the [Call Number]-flyout button?https://www.mscrm-addons.com/Blog/PostId/9827/ti-add-call-number-flyout-button-for-ms-crm-2013-2015TelephoneIntegration (TI),TI 2013,TI 2015 / 2016,TI 365Mon, 16 Feb 2015 14:35:00 GMT<p>This article outlines how to add the <em>TelephoneIntegration <strong>[Call Number]</strong></em>-button manually.</p> <p><strong>Requirements:</strong> TelephoneIntegration for MS CRM 2013/2015</p> <p><span style="color: #ff0000;">Please note: The button created in this example will be visible on the <em>Contact</em>-form for web-clients only.</span></p> <p>&nbsp;</p> <p><strong>How to add the <em>[Call Number]</em>-button manually?</strong></p> <p>First, create a new CRM solution (<em>CRM &gt; Settings &gt; Solutions &gt; New</em>). Then, add the entity to which the <em><strong>[Call Number]</strong></em>-button should be added. This can be done by opening the <em>Add Existing-</em>drop-down menu&nbsp;&gt; <em>Entity</em>. (here: <em>Contact</em>)</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image001%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image001%5B1%5D_1.png"></a><a title="Create new solution and add drop down menu" href="http://mscrm-addons.com/images/blog/files/clip_image001%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image001[1]" src="http://mscrm-addons.com/images/blog/files/clip_image001%5B1%5D_thumb_1.png" alt="clip_image001[1]" width="501" height="294" /></a></div> <br /> <em>Figure 1: Create new solution and add drop down menu</em></p> <p>In the now appearing dialog, select <em>No, do not include required components</em>.</p> <p>This is what the result looks like:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image003%5B1%5D_1.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image003%5B1%5D_1.jpg"></a><a title="Result" href="http://mscrm-addons.com/images/blog/files/clip_image003%5B1%5D_1.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image003[1]" src="http://mscrm-addons.com/images/blog/files/clip_image003%5B1%5D_thumb_1.jpg" alt="clip_image003[1]" width="502" height="92" /></a></div> <br /> <em>Figure 2: Result</em></p> <p>At this point, we recommend to do an unmanaged export of this solution (simply to have a backup).&nbsp;</p> <p>Once finished, add the following components to the solution (<em>Add Existing &gt; web Resource</em>):</p> <p><strong>&middot; Web Resource:</strong> <em>ptm_CallStart_32x32</em>&nbsp;<br /> <strong>&middot; Web Resource:</strong> <em>ptm_TelephoneIntegration_JSLibrary</em>&nbsp;<br /> <strong>&middot; Web Resource:</strong> <em>ptm_ti_js_CallButton</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image004%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image004%5B1%5D_1.png"></a><a title="Components added to Web Resource" href="http://mscrm-addons.com/images/blog/files/clip_image004%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image004[1]" src="http://mscrm-addons.com/images/blog/files/clip_image004%5B1%5D_thumb_1.png" alt="clip_image004[1]" width="515" height="118" /></a></div> <br /> <em>Figure 3: Components added to Web Resource</em></p> <p>Next, open the <em>RibbonWorkBench</em> and select this solution.</p> <p>Once loaded, drag and drop a <em>Split Button</em>&nbsp;from the <em>Toolbox</em>&nbsp;to your <em>Form</em>-ribbon.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image006%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image006%5B1%5D_1.png"></a><a title="Drag and drop a Split Button" href="http://mscrm-addons.com/images/blog/files/clip_image006%5B1%5D_1.png"><img alt="" class="img-responsive" style="color: #000000;" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fSplit_Blog.png" /></a></div> <a href="http://mscrm-addons.com/images/blog/files/clip_image005%5B1%5D_1.png"><br /> </a><em>Figure 4: Drag and drop a Split Button</em></p> <p>With a right-click on the <em>Split Button</em>&nbsp;a flyout opens. Make another right-click on the flyout-element <em>Delete</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image006%5B1%5D_1.png"><img style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image006[1]" src="http://mscrm-addons.com/images/blog/files/clip_image006%5B1%5D_thumb_1.png" alt="clip_image006[1]" width="486" height="342" /><br /> </a><em>Figure 5: Split Button flyout menu</em></p> <p>Next, define its properties on the right side. Please find a sample below.</p> <p><strong>&middot; Id:</strong> any unique ID (<em>new.contact.Button.form.ptm_tiCallNumberFlyOutCustom</em>) <br /> &middot; <strong>Image16by16:</strong> select the included <em>:ptm_CallStart_32x32</em>-webresource <br /> <strong>&middot; Sequence:</strong> position of your button (here: <em>110</em>) <br /> <strong>&middot; Label Text:</strong> Any text (here: <em>Call Number</em>) <br /> <strong>&middot; ToolTipDescriptionText:</strong> any text (here: <em>Use this button to start calling out</em>) <br /> <strong>&middot; ToolTipTitleText:</strong> any text (here: <em>Call Number</em>) <br /> &middot; All other properties can be left as they are</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image007%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image007%5B1%5D_1.png"></a><a title="Split Button flyout menu" href="http://mscrm-addons.com/images/blog/files/clip_image007%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image007[1]" src="http://mscrm-addons.com/images/blog/files/clip_image007%5B1%5D_thumb_1.png" alt="clip_image007[1]" width="465" height="390" /></a></div> <br /> <em>Figure 6: Split Button Properties</em></p> <p>Next right-click on <em>Commands&nbsp;</em>&gt; <em>Add New</em>.</p> <p>Then select the new command.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image008%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image008%5B1%5D_1.png"></a><a title="Split Button Properties" href="http://mscrm-addons.com/images/blog/files/clip_image008%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image008[1]" src="http://mscrm-addons.com/images/blog/files/clip_image008%5B1%5D_thumb_1.png" alt="clip_image008[1]" width="463" height="471" /></a></div> <br /> <em>Figure 7: Enter new command</em></p> <p>Define its properties on the right side.</p> <p>Id: any unique id (here: <em>new.contact.command.form.ptm_tiCallNumberFlyOutBaseCustom</em>)</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image009%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image009%5B1%5D_1.png"></a><a title="Enter new command" href="http://mscrm-addons.com/images/blog/files/clip_image009%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image009[1]" src="http://mscrm-addons.com/images/blog/files/clip_image009%5B1%5D_thumb_1.png" alt="clip_image009[1]" width="497" height="166" /></a></div> <br /> <em>Figure 8: CommandDefinition properties</em></p> <p>After that, hit the lookup-icon of <em>Actions</em>&nbsp;and in the popping up dialog click on the <em><strong>[Add]</strong></em>-button.</p> <p>In the next dialog, select <em>Javascript Function Action</em>&nbsp;and click on the <em><strong>[OK]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image010%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image010%5B1%5D_1.png"></a><a title="CommandDefinition properties" href="http://mscrm-addons.com/images/blog/files/clip_image010%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image010[1]" src="http://mscrm-addons.com/images/blog/files/clip_image010%5B1%5D_thumb_1.png" alt="clip_image010[1]" width="494" height="331" /></a></div> <br /> <em>Figure 9: Add Javascript Function Action</em></p> <p>Define the properties of the next dialog like this:</p> <p><strong>&middot; FunctionName:</strong> <em>WriteRegistryBasedCallOutEntity</em>&nbsp;<br /> <strong>&middot; Library:</strong> select <em>TelephoneIntegrationJSLibrary</em>&nbsp;(<em>ptm_TelephoneIntegration_JSLibrary</em>) <br /> <strong>&middot; Parameters:</strong> can be left empty</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image011%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image011%5B1%5D_1.png"></a><a title="Add Javascript Function Action" href="http://mscrm-addons.com/images/blog/files/clip_image011%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image011[1]" src="http://mscrm-addons.com/images/blog/files/clip_image011%5B1%5D_thumb_1.png" alt="clip_image011[1]" width="493" height="286" /></a></div> <br /> <em>Figure 10: Define properties</em>&nbsp;</p> <p>Click on the <em><strong>[OK]</strong></em>-button to in order to complete the process.</p> <p>Next, click on the <em>lookup</em>-icon of <em>DisplayRules</em> and the following window will open. Click on the <em><strong>[+Add New]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image012%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image012%5B1%5D_1.png"></a><a title="Define properties" href="http://mscrm-addons.com/images/blog/files/clip_image012%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image012[1]" src="http://mscrm-addons.com/images/blog/files/clip_image012%5B1%5D_thumb_1.png" alt="clip_image012[1]" width="498" height="311" /></a></div> <br /> <em>Figure 11: Display Rules-window</em></p> <p>Define a unique ID (here: <em>new.contact.displayrule.form.ptm_tiCallNumberFlyOutCustom</em>) and click on the <em><strong>[Add Step]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image013%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image013%5B1%5D_1.png"></a><a title="Display Rules-window" href="http://mscrm-addons.com/images/blog/files/clip_image013%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image013[1]" src="http://mscrm-addons.com/images/blog/files/clip_image013%5B1%5D_thumb_1.png" alt="clip_image013[1]" width="503" height="300" /></a></div> <br /> <em>Figure 12: Add new display rule</em></p> <p>Select <em>Client Type Rule</em>&nbsp;and continue with a click on the <em><strong>[OK]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image014%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image014%5B1%5D_1.png"></a><a title="Add new display rule" href="http://mscrm-addons.com/images/blog/files/clip_image014%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image014[1]" src="http://mscrm-addons.com/images/blog/files/clip_image014%5B1%5D_thumb_1.png" alt="clip_image014[1]" width="508" height="508" /></a></div> <br /> <em>Figure 13: Select rule type</em></p> <p>In the next dialog specify the following fields:</p> <p><strong>&middot; Default:</strong> <em>False</em>&nbsp;<br /> <strong>&middot; InvertResult:</strong> <em>False</em>&nbsp;<br /> <strong>&middot; Type:</strong> <em>Web</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image015%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image015%5B1%5D_1.png"></a><a title="Select rule type" href="http://mscrm-addons.com/images/blog/files/clip_image015%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image015[1]" src="http://mscrm-addons.com/images/blog/files/clip_image015%5B1%5D_thumb_1.png" alt="clip_image015[1]" width="513" height="308" /></a></div> <br /> <em>Figure 14: Specify fields</em></p> <p>Finish it with a click on the <em><strong>[OK]</strong></em>-button and then again, click on the <em><strong>[OK]</strong></em>-button.</p> <p>Now the functionality for the main button is ready.</p> <p>The next step is to include a command for the population of the flyout-menu. To do so, right-click on <em>Commands</em>&nbsp;<em>&gt; Add New</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image016%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image016%5B1%5D_1.png"></a><a title="Specify fields" href="http://mscrm-addons.com/images/blog/files/clip_image016%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image016[1]" src="http://mscrm-addons.com/images/blog/files/clip_image016%5B1%5D_thumb_1.png" alt="clip_image016[1]" width="516" height="398" /></a></div> <br /> <em>Figure 15: Include a command</em></p> <p>Enter an Id (here: <em>new.contact.command.form.ptm_tiCallNumberFlyOutPopulateCustom</em>)</p> <p>And hit the <em>lookup-</em>icon(next to&nbsp;<em>Actions</em>)</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image018%5B1%5D_1.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image018%5B1%5D_1.jpg"></a><a title="Include a command" href="http://mscrm-addons.com/images/blog/files/clip_image018%5B1%5D_1.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image018[1]" src="http://mscrm-addons.com/images/blog/files/clip_image018%5B1%5D_thumb_1.jpg" alt="clip_image018[1]" width="518" height="130" /></a></div> <br /> <em>Figure 16: Define the command properties</em>&nbsp;</p> <p>Now add the following <em>Javascript Function Action</em>:</p> <p><strong>&middot; FunctionName:</strong>&nbsp;<em>ptmTICallButton.PopulateItem</em>&nbsp;<br /> <strong>&middot; Library:</strong> select <em>ptm_ti_js_CallButton</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image019%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image019%5B1%5D_1.png"></a><a title="Define the command properties" href="http://mscrm-addons.com/images/blog/files/clip_image019%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image019[1]" src="http://mscrm-addons.com/images/blog/files/clip_image019%5B1%5D_thumb_1.png" alt="clip_image019[1]" width="521" height="302" /></a></div> <br /> <em>Figure 17: Add Javascript Function Action</em></p> <p>Next, click on <em>Parameters,&nbsp;</em>click on the <em><strong>[Add]</strong></em>-button and add the following types:</p> <p><strong>&middot; Type:</strong> <em>CrmParameter</em>&nbsp;Name: <empty> Value: <em>CommandProperties</em>&nbsp;<br /> <strong>&middot; Type:</strong> <em>CrmParameter</em>&nbsp;Name: <empty> Value: <em>SelectedControlSelectedItemIds</em>&nbsp;<br /> <strong>&middot; Type:</strong> <em>CrmParameter</em>&nbsp;Name: <empty> Value: <em>SelectedEntityTypeName</em>&nbsp;<br /> <strong>&middot; Type:</strong> <em>StringParameter</em>&nbsp;Name: <empty> Value: <em>new.contact.command.form.ptm_tiCallNumberFlyOutItemCustom</em></empty></empty></empty></empty></p> <p>Finish the process with a click on the <em><strong>[OK]</strong></em>-button and click again on the <em><strong>[OK]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image020%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image020%5B1%5D_1.png"></a><a title="Add Javascript Function Action" href="http://mscrm-addons.com/images/blog/files/clip_image020%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image020[1]" src="http://mscrm-addons.com/images/blog/files/clip_image020%5B1%5D_thumb_1.png" alt="clip_image020[1]" width="526" height="307" /></a></div> <br /> <em>Figure 18: Add types</em></p> <p>The next step is creating the final command. It will be executed when a user hits on a flyout-item.</p> <p>Right-click on <em>Command</em>&nbsp;&gt; <em>Add New</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image021_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image021_2.png"></a><a title="Add types" href="http://mscrm-addons.com/images/blog/files/clip_image021_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image021" src="http://mscrm-addons.com/images/blog/files/clip_image021_thumb_2.png" alt="clip_image021" width="525" height="334" /></a></div> <br /> <em>Figure 19: Add final command</em></p> <p>Insert the ID <em>new.contact.command.form.ptm_tiCallNumberFlyOutItemCustom</em>&nbsp;and hit on the <em>Actions lookup-</em>icon<em>.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image023_2.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image023_2.jpg"></a><a title="Add final command" href="http://mscrm-addons.com/images/blog/files/clip_image023_2.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image023" src="http://mscrm-addons.com/images/blog/files/clip_image023_thumb_2.jpg" alt="clip_image023" width="531" height="124" /></a></div> <br /> <em>Figure 20: CommandDefininition Properties</em></p> <p>In the now popping-up dialog, click on the <em><strong>[Add]</strong></em>-button. Select <em>Javascript Function Action</em>&nbsp;and click on the <em><strong>[OK]</strong></em>-button.</p> <p>Define the Javascript function properties as follows:</p> <p><strong>&middot; FunctionName:</strong> <em>ptmTICallButton.onClickMenuItem</em>&nbsp;<br /> <strong>&middot; Library:</strong> select <em>ptm_ti_js_CallButton</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image024%5B1%5D_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image024%5B1%5D_1.png"></a><a title="CommandDefininition Properties" href="http://mscrm-addons.com/images/blog/files/clip_image024%5B1%5D_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image024[1]" src="http://mscrm-addons.com/images/blog/files/clip_image024%5B1%5D_thumb_1.png" alt="clip_image024[1]" width="525" height="304" /></a></div> <br /> <em>Figure 21: Javascript Command Properties</em></p> <p>Next, click on <em>Parameters</em>&nbsp;and click on the <em><strong>[Add]</strong></em>-button. Insert the following types:</p> <p><strong>&middot; Type:</strong> <em>CrmParameter</em>&nbsp;Name: <empty> Value: <em>CommandProperties</em></empty></p> <p><strong>&middot; Type:</strong> <em>CrmParameter</em>&nbsp;Name: <empty> Value: <em>SelectedEntityTypeName</em></empty></p> <p><strong>&middot; Type:</strong> <em>CrmParameter</em>&nbsp;Name: <empty> Value: <em>SelectedControlSelectedItemIds</em></empty></p> <p><strong>&middot; Type:</strong> <em>CrmParameter</em>&nbsp;Name: <empty> Value: <em>PrimaryEntityTypeName</em></empty></p> <p><strong>&middot; Type:</strong> <em>CrmParameter</em>&nbsp;Name: <empty> Value: <em>SelectedEntityTypeCode</em></empty></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image025_3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image025_3.png"></a><a title="Javascript Command Properties" href="http://mscrm-addons.com/images/blog/files/clip_image025_3.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image025" src="http://mscrm-addons.com/images/blog/files/clip_image025_thumb_3.png" alt="clip_image025" width="522" height="307" /></a></div> <br /> <em>Figure 22: Define Parameters</em></p> <p>Complete with a click on the <em><strong>[OK]</strong></em>-button and then again, click on the <em><strong>[OK]</strong></em>-button.</p> <p>Back in the main-window of <em>RibbonWorkBench</em>, select the button in the ribbon and choose the recently created commands in the dropdown-boxes <em>Command</em>&nbsp;and <em>PopulateQueryCommand</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image027_2.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image027_2.jpg"></a><a title="Define Parameters" href="http://mscrm-addons.com/images/blog/files/clip_image027_2.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image027" src="http://mscrm-addons.com/images/blog/files/clip_image027_thumb_2.jpg" alt="clip_image027" width="516" height="174" /></a></div> <br /> <em>Figure 23: Select the [Call Number]-button</em></p> <p>To complete the button, click on the <em><strong>[Publish]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image028_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image028_2.png"></a><a title="Select the [Call Number]-button" href="http://mscrm-addons.com/images/blog/files/clip_image028_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image028" src="http://mscrm-addons.com/images/blog/files/clip_image028_thumb_2.png" alt="clip_image028" width="518" height="45" /></a></div> <br /> <em>Figure 24: Publish the button</em></p> <p>When you now open a contact record, you will find the <em><strong>[Call Number]</strong></em>-button.</p> <p>The main button and the flyout should work.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image029_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image029_2.png"></a><a title="Publish the button" href="http://mscrm-addons.com/images/blog/files/clip_image029_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px; float: left;" title="clip_image029" src="http://mscrm-addons.com/images/blog/files/clip_image029_thumb_2.png" alt="clip_image029" width="524" height="212" align="left" /></a></div> </p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em>Figure 25: Published [Call number]-button</em></p> <p>The result Xml of the RibbonWorkBench should look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_753.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_753.png"></a><a title="Published [Call number]-button" href="http://mscrm-addons.com/images/blog/files/image_753.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_726.png" alt="image" width="520" height="571" /></a></div> </p> <p><a href="http://mscrm-addons.com/images/blog/files/image_754.png"><img style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_727.png" alt="image" width="522" height="591" /></a></p> <p>You could try to use this Xml for other entities as well.</p> <p>For example, you could replace .<em>contact</em>. with .<em>lead</em>. and change the location of the <em>CustomAction</em></p> <p>BUT we cannot guarantee that this is working!&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9827TelephoneIntegration Server - do not use Integrated Securityhttps://www.mscrm-addons.com/Blog/PostId/9826/telephone-integration-server-dont-use-integrated-securityTelephoneIntegration (TI),TI 2013,TI 2015 / 2016Wed, 04 Feb 2015 14:34:00 GMT<p>It is not recommended to use<em>&nbsp;Integrated Security </em>for Telephone Integration.</p> <p><strong>How to change:</strong></p> <ol> <li>Uncheck&nbsp;'Use default Credentials' in&nbsp;the groupbox 'Authenticated as:' (see Figure 1)</li> <li>Enter&nbsp;User, Domain and Passwort (user should have access to CRM)</li> </ol> <p><span>&nbsp;</span></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Connection setup dialog" href="http://mscrm-addons.com/images/blog/files/2015%2f2%2fCRM_k_rot.jpg"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2015%2f2%2fCRM_k_rot.jpg" /></a></div> </p> <p><em>Figure 1: Connection setup dialog</em></p> <p><span style="font-size: 16px;"><br /> </span></p> <p style="text-align: left;"><span style="font-size: 13px;"><span style="line-height: 20px; color: #4d4d4d;"><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts on our blog and products<br /> </span><span style="line-height: 20px; color: #4d4d4d;">by sending an email </span><span style="line-height: 20px; color: #000000;">to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>!</span></span></p> <p><span style="font-size: 11px; line-height: 20px; color: #000000;">&nbsp;</span></p>9826TIUpdateService is still processing datahttps://www.mscrm-addons.com/Blog/PostId/9821/tiupdateservice-is-still-processing-data!TelephoneIntegration (TI),TI 2013Thu, 22 Jan 2015 10:06:00 GMT<p>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.</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="TIUpdateService is processing data" href="http://mscrm-addons.com/images/blog/files/2015%2f1%2fstillrunning.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2015%2f1%2fstillrunning.PNG" /></a></div> <p>&nbsp;</p> <p><em>Figure 1: TIUpdateService is processing data</em></p> <p>The main problem is, that in this case, users&nbsp;can not modify and save any new configuration.</p> <p>&nbsp;</p> <p>So what can you do to avoid this problem?&nbsp;</p> <p><em>To avoid this problem, the systemadmin needs to follow the following instructions:</em><br /> <br /> <strong>1. </strong>STOP the TIUpdateService from <em>services.msc</em>. <br /> <br /> <strong>2.</strong>&nbsp;RUN&nbsp;<em>regedit</em>&nbsp;and go to HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationserver<br /> <br /> <strong>3. </strong>DELETE&nbsp;all sub registry keys in HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationserver\Configurations<br /> <br /> <strong>4.</strong> DELETE all sub registry keys in HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationserver\History<br /> <br /> <strong>5.</strong>&nbsp;<span style="background-color: #fcfcfc;">EMPTY values from Strings "ActiveService" and "ServiceQueue" in HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationserver and set the &ldquo;ServiceStatus&rdquo; string to &ldquo;Idle&rdquo; value.</span></p> <p> <strong>6.</strong>&nbsp;START the TI Server Configuration Tool and make sure that for the connection with the CRM organisation, you explicitly set the user credentials, not the IntegratedSecurity.<br /> <br /> <strong>7. </strong>After you have applied these changes to the configuration, click on the <em><strong>[OK]</strong></em>-button. The service <em>TIUpdateService</em> will be automatically started.</p> <p><strong><br /> That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9821How to create custom activities and/or entities?https://www.mscrm-addons.com/Blog/PostId/9820/ti-client-how-to-create-customized-activities-andor-entitiesTelephoneIntegration (TI),TI 2013,TI 2015 / 2016,TI 365Mon, 05 Jan 2015 14:21:00 GMT<p>This blog article outlines how to<strong> customize the TelephoneIntegration Context Menu to create new activities and/or entities. </strong></p> <p><strong>Requirements:</strong> TelephoneIntegration Client v.6.20 or higher</p> <p><strong>Examples:</strong>&nbsp;There are several CRM-functionalities available in the context menu of a phone call.</p> <ul> <li> <div>Per default, the following <strong>Activity Types</strong> are available as CRM standard:</div> </li> </ul> <p> <a href="http://mscrm-addons.com/images/blog/files/image27_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image27_1.png"></a><a title="Standard Activity type in the context menu of TI Client." href="http://mscrm-addons.com/images/blog/files/image27_1.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image27_thumb_1.png" alt="image" width="405" height="296" /></a></div> &nbsp; <br /> <em>Figure 1: Standard Activity type in the context menu of TI Client.</em> </p> <ul> <li> <div>But you can expand the default by creating&nbsp;<strong>custom activities,</strong>&nbsp;like for example <em>Create Lynch Chat</em> and <em>Create Campaign Response</em>.</div> </li> </ul> <p> <a href="http://mscrm-addons.com/images/blog/files/image_724.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_724.png"></a><a title="Custom entity types in the context menu of TI Client." href="http://mscrm-addons.com/images/blog/files/image_724.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_697.png" alt="image" width="401" height="252" /></a></div> </p> <p><em>Figure 2: Custom entity types in the context menu of TI Client.</em></p> <p>&nbsp;</p> <p><strong>How to create custom activites and/or entities&nbsp;</strong></p> <p>To create a new custom activity and/or entity, you have to add a new <em>Settingskey</em>. To do so, please open your CRM and navigate to&nbsp;<em>Settings.&nbsp;</em></p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_725.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_725.png"></a><a title="Open settings" href="http://mscrm-addons.com/images/blog/files/image_725.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_698.png" alt="image" width="349" height="57" /></a></div> <br /> <em>Figure 3: Open settings</em> </p> <p>In the <em>settings</em>, double-click on <em>TelephoneIntegration.</em></p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_726.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_726.png"></a><a title="Select TelephoneIntegration" href="http://mscrm-addons.com/images/blog/files/image_726.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_699.png" alt="image" width="346" height="170" /></a></div> <br /> <em>Figure 4: Select TelephoneIntegration</em> </p> <p>In the main navigation section at the top, click on the <em>TelephoneIntegration </em>drop-down and select the <em>MSCRM-ADDONS.COM Settingskeys.</em></p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_727.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_727.png"></a><a title="MSCRM-ADDONS.COM Settingskeys" href="http://mscrm-addons.com/images/blog/files/image_727.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_700.png" alt="image" width="347" height="68" /></a></div> <br /> <em>Figure 5: MSCRM-ADDONS.COM Settingskeys</em> </p> <p>In the next window, click on the <em><strong>[+ADD NEW MSCRM-ADDONS.com Settingskey]</strong></em>-button.&nbsp;</p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_728.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_728.png"></a><a title="[%20ADD NEW MSCRM-ADDONS.com Settingskey]" href="http://mscrm-addons.com/images/blog/files/image_728.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_701.png" alt="image" width="345" height="158" /></a></div> <br /> <em>Figure 6: [+ADD NEW MSCRM-ADDONS.com Settingskey]</em> </p> <p> Next, type in following: <br /> - <strong>Name*</strong>: <em>customentities.xml</em> (This is the key value Name) <br /> -<strong> IsCached*</strong>: <em>Yes </em> <br /> - <strong>KeyValue: </strong><em>see figure 7, 8 and 9</em> </p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_730.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_730.png"></a><a title="SettingsKey - General window" href="http://mscrm-addons.com/images/blog/files/image_730.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_703.png" alt="image" width="348" height="271" /></a></div> <br /> <em>Figure 7: SettingsKey - General window</em> </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Key value - explained" href="http://mscrm-addons.com/images/blog/files/image_702.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_702.png" alt="image" width="344" height="291" /></a></div> </p> <p><em>Figure 8: Key value - enlarged</em></p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_731.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_731.png"></a><a title="Key value - enlarged" href="http://mscrm-addons.com/images/blog/files/image_731.png"> <img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_704.png" alt="image" width="481" height="172" /></a></div> <br /> <em>Figure 9: Key value - explained&nbsp;</em> </p> <p>&nbsp;</p> <p><strong>Custom Entities KeyValue:</strong></p> <p>In order to create <em>custom entities</em>, please use the following <em>KeyValue</em>. This example shows the KeyValues for&nbsp;<em>Goal</em>&nbsp;and <em>Currency</em>.&nbsp;</p> <p>customentities.xml</p> <p> &lt;?xml version="1.0" encoding="utf-8"?&gt;<br /> &lt;customentities&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;transactioncurrency&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;displayname&gt;Currency&lt;/displayname&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;phonefield&gt;currencyname&lt;/phonefield&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;/transactioncurrency&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;goal&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;displayname&gt;Goal&lt;/displayname&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;phonefield&gt;title&lt;/phonefield&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;/goal&gt;<br /> &lt;/customentities&gt; </p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9820Enable/Disable the PowerDialing functionality https://www.mscrm-addons.com/Blog/PostId/9811/power-dialing-setting-key-telephoneintegrationTelephoneIntegration (TI),TI 2013Thu, 09 Oct 2014 10:27:00 GMT<p>This article outlines how to enable/disable the TelephoneIntegration PowerDialing functionality for TelephoneIntegration (TI) for Microsoft Dynamics CRM 2013.</p> <p>&nbsp;</p> <p>The TelephoneIntegration PowerDialing functionality can be enabled or disabled in Microsoft Dynamics CRM 2013 by setting a server side <a title="setting key" href="http://www.mscrm-addons.com/Blog/PostId/9754/How to create a SettingsKey manually in MS Dynamics">setting key</a>.</p> <p>&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Mscrm-addons.com Settingskeys" href="http://mscrm-addons.com/images/blog/files/2014%2f10%2fpowerdialingsettingkey.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2014%2f10%2fpowerdialingsettingkey.PNG" /></a></div> </p> <p><em>Figure 1: Mscrm-addons.com Settingskeys: Information</em></p> <p>&nbsp;</p> <p>If the KeyValue is set to&nbsp;<em>true</em>, the TI Client is able to use the PowerDialer functionality, else not.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9811How to use a default web browser instead of Internet Explorer in TelephoneIntegration Clienthttps://www.mscrm-addons.com/Blog/PostId/9800/telephoneintegration-client-using-the-default-web-browser-instead-internet-explorerTelephoneIntegration (TI),TI 2011,TI 2013,TI 2015 / 2016Tue, 27 May 2014 12:56:00 GMT<p>This short blog article explains how to use the TelephoneIntegration (TI) Client for Microsoft Dynamics CRM with a default web browser instead of Internet Explorer (IE).</p> <p><span style="font-size: small;"><strong>How to open TelephoneIntegration with your default web browser instead of IE</strong></span></p> <p>Generally, the TelephoneIntegration Client opens CRM records only in Internet Explorer web browser. <br /> <br /> But when you set the&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9754/How-to-create-a-SettingsKey-manually-in-MS-Dynamics-CRM-2013-CRM-2015">server-side settingKey</a>&nbsp;<em>UseDefaultBrowserOnly</em>&nbsp;with a cached value to&nbsp;<em>true</em>, the TI Client will pop up CRM records in the default browser. <br /> <br /> However, in this mode we cannot control the size and position of the opened browser window, neither the automatic authorization of CRM users.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9800How to set restrictions for dialing from a related CRM-record?https://www.mscrm-addons.com/Blog/PostId/9791/crm-2013-how-to-set-restrictions-for-dialing-from-a-related-crm-recordTelephoneIntegration (TI),TI 2013Fri, 11 Apr 2014 10:00:00 GMT<p>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.).</p> <p><strong>Requirements:</strong> TelephoneIntegration</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_562.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_562.png"></a><a title="Outgoing call from an opportunity without restrictions, displaying all available related phone numbers." href="http://mscrm-addons.com/images/blog/files/image_562.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_535.png" alt="image" width="191" height="416" /></a></div> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br /> <br /> <em>Figure 1: Outgoing call from an opportunity without restrictions, displaying all available related phone numbers.</em><br /> <br /> &nbsp;<a href="http://mscrm-addons.com/images/blog/files/image41.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image41.png"></a><a title="Outgoing call from an opportunity with restrictions, not displaying related contacts and leads." href="http://mscrm-addons.com/images/blog/files/image41.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image41_thumb.png" alt="image" width="210" height="417" /></a></div> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> <em>Figure 2: Outgoing call from an opportunity with restrictions, not displaying related contacts and leads. </em><em> <br /> </em><br /> <br /> </p> <p>In order to set restrictions, you have to create a new <em>settingskey </em>for <em>TelephoneIntegration</em>.&nbsp;</p> <p><strong>1.</strong>&nbsp;To create a new <em>settingskey</em>, follow the steps in <a href="http://www.mscrm-addons.com/Blog/PostId/9754/How to create a SettingsKey manually in MS Dynamics">this article</a>.</p> <p><strong>2.</strong> Insert the following structure for your new <em>settingskey</em>:</p> <p><strong>Name*:</strong> <em>DFR_Disable_{entity name} </em> <br /> <strong>KEyValue:</strong> <em>entity name1;entity name2; entity name3 </em> <br /> Furthermore, set <em>IsCached</em>&nbsp;as <em>yes</em>&nbsp;<br /> <br /> In our example (dialing out starting from an opportunity, accounts should be displayed, but not the related contacts and leads), we have to type in the following structure:</p> <p><em>&lt; DFR_Disable_opportunity, contact;lead &gt;</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_559.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_559.png"></a><a title="Newly created settingskey" href="http://mscrm-addons.com/images/blog/files/image_559.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_532.png" alt="image" width="408" height="265" /></a></div> <br /> <em>Figure 3: Newly created settingskey</em></p> <p>If you want to disable all subrelated data records (meaning that you do not want any related record to be displayed), you have to insert a&nbsp;<em>*</em>&nbsp;into the <em>KeyValue</em>-field and <em>DFR_Disable_opportunity</em>&nbsp;into the <em>Name</em>-field.</p> <p><strong>3.</strong> Result</p> <p>If you now call out from <em>Opportunity</em>,&nbsp;the TI balloon will only display accounts, but not the related contacts and leads.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_560.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_560.png"></a><a title="Opportunity" href="http://mscrm-addons.com/images/blog/files/image_560.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_533.png" alt="image" width="414" height="210" /></a></div> <br /> <em>Figure 4: Opportunity</em><a href="http://mscrm-addons.com/images/blog/files/image_560.png"><br /> <br /> </a></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_561.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_561.png"></a><a title="Outgoing call from an opportunity with restrictions, not displaying related contacts and leads." href="http://mscrm-addons.com/images/blog/files/image_561.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_534.png" alt="image" width="247" height="490" /></a></div> <br /> <em>Figure 5: Outgoing call from an opportunity with restrictions, not displaying related contacts and leads.</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9791How TelephoneIntegration Client works with Outlook Clienthttps://www.mscrm-addons.com/Blog/PostId/9771/how-telephoneintegration-client-works-with-outlook-clientTelephoneIntegration (TI),TI 2011,TI 2013Mon, 27 Jan 2014 12:09:00 GMT<p>This article outlines&nbsp;<strong>how TelephoneIntegration Client works with Outlook client. </strong>Available for <strong>TelephoneIntegration Client v5.54</strong> and higher.</p> <p>TelephoneIntegration can popup CRM forms also in Outlook client instead in Internet Explorer browser.</p> <p>This feature is activated with a CRM server-side settingkey. <br /> (For detailed information, please read more about "Using TelephoneIntegration for MS CRM 2013 for Outlook only: <a href="http://www.mscrm-addons.com/Blog/PostId/9770/Using-TelephoneIntegration-for-MS-CRM-2013-with-MS-Outlook-only">http://mscrm-addons.com/post/2014/01/27/Using-TelephoneIntegration<br /> -for-MS-CRM-2013-with-MS-Outlook-only.aspx</a></p> <p>Using TelephoneIntegration for MS CRM 2011 for Outlook only: <a href="http://www.mscrm-addons.com/Blog/PostId/9638/How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only">http://blogs.mscrmaddons.com/post/2013/04/03/Using-TelephoneIntegration<br /> -with-MS-Outlook-only.aspx</a>&nbsp; )</p> <p>Please note,&nbsp;that TelephoneIntegration client is not accessing the Outlook client over any API, since Outlook does not provide suitable API interfaces.</p> <p>It is simply opening the Outlook client process with a parameter that resembles a CRM entity URI.</p> <p>For example, the following URI address represents a PhoneCall URL in an online CRM organisation</p> <p><a href="https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321">https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321</a></p> <p>In the past the TI client opened the form in Internet Explorer by calling the iexplore.exe process with the URL address as parameter.</p> <p>C:\Program Files\iexplore.exe URL</p> <p>C:\Program Files\iexplore.exe</p> <p><a href="https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321">https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321</a></p> <p>Instead of passing the URL to iexplore.exe process, we pass it now to outlook.exe process</p> <p>C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Microsoft Office 2013\outlook.exe URL</p> <p>C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Microsoft Office 2013\outlook.exe</p> <p><a href="https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321">https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321</a></p> <p>You can verify this by simply starting Command Prompt window and starting the Outlook client with CRM URL record.</p> <p><strong>Attention! </strong></p> <p>Customized CRM Ribbons might interfere with the way outlook opens CRM Related URLs via external calls (As we open the CTI windows). If you face troubles of that kind, please contact your Microsoft support, as the ribbon integration is beyond our control.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9771Using TelephoneIntegration for MS CRM 2013 with MS Outlook onlyhttps://www.mscrm-addons.com/Blog/PostId/9770/using-telephoneintegration-for-ms-crm-2013-with-ms-outlook-onlyTelephoneIntegration (TI),TI 2013Mon, 27 Jan 2014 11:10:00 GMT<p>This article describes, how to <strong>use TelephoneIntegration for MS CRM 2013 with MS Outlook only</strong>. 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.</p> <p>For being able to use TelephoneIntegration with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click <a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2011/tabid/180/Default.aspx">here</a> to download the latest version) and to create a new settingskey . Please follow the steps below to do so.</p> <p><strong>1.</strong> Open your CRM in the Internet Explorer</p> <p><strong>2.</strong> Navigate to the CRM Settings</p> <p><strong>3.</strong> Choose &lsquo;MSCRM-ADDONS.com Products&rsquo; from the &lsquo;Extensions&rsquo; in the Settings menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_418.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_418.png"></a><a title="MSCRM-ADDONS.com Products in the CRM Settings" href="http://mscrm-addons.com/images/blog/files/image_418.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_391.png" alt="image" width="440" height="99" /></a></div> <em>Figure 1: MSCRM-ADDONS.com Products in the CRM Settings</em></p> <p><strong>4.</strong> (1) Click the checkbox in front of &lsquo;TelephoneIntegration&rsquo; and then click on &lsquo;Edit&rsquo;. Now create a new settingskey for TelephoneIntegration. Learn how to create a new settingskey <a href="http://www.mscrm-addons.com/Blog/PostId/9754/How to create a SettingsKey manually in MS Dynamics" target="_blank">here</a>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_419.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_419.png"></a><a title="Edit TelephoneIntegration in the CRM Settings" href="http://mscrm-addons.com/images/blog/files/image_419.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_392.png" alt="image" width="428" height="266" /></a></div> <em>Figure 2: Edit TelephoneIntegration in the CRM Settings</em></p> <p><strong>5.</strong>&nbsp;Name the settingskey &lsquo;UseOutlookOnly&rsquo; and the KeyValue &lsquo;true&rsquo;. Furthermore, set &lsquo;IsCached&rsquo; as &lsquo;yes&rsquo;.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_422.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_422.png"></a><a title="Create new settingskey" href="http://mscrm-addons.com/images/blog/files/image_422.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_395.png" alt="image" width="428" height="353" /></a></div> <br /> <em>Figure 3: Create new settingskey</em></p> <p>After that, you have to restart the TelephoneIntegration client. To do this open it with right click on the TelephoneIntegration Client Sign in the Taskbar and close it with right click! Afterwarts search for &ldquo;TelephoneIntegration Client&rdquo; in your Start menu and restart the Client again.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_423.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_423.png"></a><a title="Restart TelephoneIntegration Client Icon (to be found in the Taskbar)" href="http://mscrm-addons.com/images/blog/files/image_423.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_396.png" alt="image" width="232" height="240" /></a></div> <br /> <em>Figure 4: Restart TelephoneIntegration Client Icon (to be found in the Taskbar)</em></p> <p>From now on, TelephoneIntegration will open all windows in Outlook and without using a browser.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9770How to create a SettingsKey manually in MS Dynamicshttps://www.mscrm-addons.com/Blog/PostId/9754/how-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015AutoMerge (AM),DCP 2013,DCP 2015 / 2016,TI 2013,TI 2015 / 2016Tue, 14 Jan 2014 09:30:00 GMT<p style="text-align: justify;">Sometimes you may be asked to create a new <g class="gr_ gr_49 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="49" data-gr-id="49">settingskey</g> for one of our products (e.g. if we developed a customization for you or if a special configuration is needed, etc.). <br /> To do so, please follow the six easy steps below.</p> <p style="text-align: justify;"><strong>Add-ons:</strong> AutoMerge, DocumentsCorePack, TelephoneIntegration</p> <p style="text-align: justify;"><span style="font-size: small;"><strong>How to create a SettingsKey manually in MS CRM 2013 or CRM 2015, step-by-step description </strong></span></p> <p style="text-align: justify;"><strong>1.</strong> Open CRM in the InternetExplorer.</p> <p style="text-align: justify;"><strong>2.</strong> Navigate to <em>Settings&nbsp;</em>within the CRM navigation.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettings.PNG" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettings.PNG" width="496" height="63" /></a><br /> <em>Figure 1: CRM Settings in the navigation<br /> <br /> </em></p> <p style="text-align: justify;"><strong>3.</strong> Within the settings, navigate to <em>MSCRM-ADDONS.com Products</em> in the <em>Extensions</em>-area of the sitemap.<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fmscrm-addons.png" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fmscrm-addons.png" width="493" height="55" /></a><br /> <em>Figure 2: MSCRM-ADDONS.com Products in the CRM settings<br /> <br /> </em></p> <p style="text-align: justify;"><strong>4.</strong>&nbsp;Open the product record for which you need to create a new <g class="gr_ gr_46 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="46" data-gr-id="46">settingskey</g> for with a double-click on it.<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fproducts.png" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fproducts.png" width="493" height="143" /></a><br /> <em>Figure 3: View of MSCRM-ADDONS.com Products<br /> <br /> </em></p> <p style="text-align: justify;"><strong>5.</strong> A new window opens. Within this new window, navigate to the <em>MSCRM-ADDONS.com <g class="gr_ gr_47 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace gr-progress" id="47" data-gr-id="47">settingskeys</g></em> in the menu on top (see Figure 4) and click on the <em><strong>[Add New MSCRM-ADDONS.com Settingskeys]</strong></em>-button (see Figure 5).<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettingskeys2.png" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettingskeys2.png" width="494" height="116" /></a><br /> <em>Figure 4: View of </em><em>MSCRM-ADDONS.com <g class="gr_ gr_43 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="43" data-gr-id="43">settingskeys</g>-menu<br /> <br /> <br /> </em></p> <p style="text-align: justify;"><a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fnew.png"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fnew.png" width="488" height="161" /></a></p> <p style="text-align: justify;"><em>Figure 5: View/add <g class="gr_ gr_45 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="45" data-gr-id="45">settingskeys</g> of/to &nbsp;MSCRM-ADDONS.com products<br /> <br /> </em></p> <p style="text-align: justify;"><strong>6.</strong> A new window opens. In this window, you have to define the name of the <g class="gr_ gr_58 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="58" data-gr-id="58">settingskey</g> in the <em>Name</em>-field and the value<em>&nbsp;</em>(true) in the <em>KeyValue</em>-field. Once done, save and close your settings.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fkey.png" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fkey.png" width="497" height="504" /></a><br /> <em>Figure 6: Create a new <g class="gr_ gr_44 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="44" data-gr-id="44">settingskey</g> for MSCRM-ADDONS.com products<br /> <br /> </em></p> <p style="text-align: justify;"><span style="color: #ff0000;"><strong>Please note:</strong> If the new key is intended for a client application like DocumentsCorePack or TelephoneIntegration, </span><span style="color: #ff0000;">you need to restart the Client application.&nbsp;</span><span style="color: #ff0000;">Otherwise, the setting will not be applied to the Client.</span></p> <p style="text-align: justify;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">.</span></p>9754How to upgrade TelephoneIntegration for MS CRM 2011 to 2013https://www.mscrm-addons.com/Blog/PostId/9678/how-to-upgrade-telephoneintegration-for-ms-crm-2011-for-2013TelephoneIntegration (TI),TI 2011,TI 2013Thu, 26 Sep 2013 12:21:00 GMT<p>This article will show you how to prepare TelephoneIntegration for MS CRM 2011 for an update of your CRM system to 2013!</p> <p>First of all, make sure that you have a valid addon-license for MS CRM 2013. <strong>NOTE</strong>: your actual TelephoneIntegration for MS CRM 2011 license is not valid for 2013. If you have a valid support contract, then you can order a new CRM 2013 license for free. For more information please contact our <a href="http://www.mscrm-addons.com/Support/tabid/106/language/de-DE/Default.aspx">support-team</a></p> <p><strong>1) What to do before you upgrade your MS CRM system to 2013<br /> </strong><strong>IMPORTANT:</strong> in order to upgrade TelephoneIntegration for MS CRM 2011 to 2013, the current <strong>TelephoneIntegration Server version</strong> has to be <strong>5.35 or higher!</strong></p> <p>The <strong>TelephoneIntegration Client version</strong> has to be <strong>5.62 or higher!</strong></p> <p>You can&nbsp;<strong>download and install the latest versions</strong> from our download area at <a href="http://www.mscrm-addons.com/">www.mscrm-addons.com</a><strong>. <br /> </strong><strong><br /> TelephoneIntegration Server version number </strong><br /> To verify the current TelephoneIntegration Server version number, start &ldquo;Configuration &ndash; TelephoneIntegration for MS CRM 2011&rdquo; from the start menu:&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_194.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_194.png"></a><a title="Verify TelephoneIntegration version" href="http://mscrm-addons.com/images/blog/files/image_194.png"><img class="img-responsive" style="display: inline;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_191.png" alt="image" width="233" height="312" /></a></div> <br /> <em>Figure 1: Verify TelephoneIntegration version</em></p> <p>Following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_195.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_195.png"></a><a title="Current TelephoneIntegration Server version number" href="http://mscrm-addons.com/images/blog/files/image_195.png"><img class="img-responsive" style="display: inline;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_192.png" alt="image" width="430" height="172" /></a></div> <br /> <em>Figure 2: Current TelephoneIntegration Server version number</em></p> <p><strong>TelephoneIntegration Client version number</strong><br /> To verify the current TelephoneIntegration Client version number, right- click on the TelephoneIntegration icon in the taskbar:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_196.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_196.png"></a><a title="TI Icon in the taskbar" href="http://mscrm-addons.com/images/blog/files/image_196.png"><img class="img-responsive" style="display: inline;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_193.png" alt="image" width="221" height="48" /></a></div> <br /> <em>Figure 3: TI Icon in the taskbar</em></p> <p>This action will open the TelephoneIntegration Ballon. The TelephoneIntegration Client version number can be found on the head of the Ballon.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_198.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_198.png"></a><a title="TI balloon" href="http://mscrm-addons.com/images/blog/files/image_198.png"><img class="img-responsive" style="display: inline;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_195.png" alt="image" width="225" height="304" /></a></div> <em>Figure 4: TI balloon</em></p> <p>Please click <a href="http://www.mscrm-addons.com/Blog/PostId/9676/MSCRM Addons 2011 – Version Number Guide">here</a> for more information about, how to verify the version number for each mscrm-addons product.</p> <p><strong>2) Now you are ready to upgrade your MS CRM system to 2013&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br /> </strong>Once you have finished upgrading&nbsp;MS CRM 2011 to MS CRM 2013 you have to <a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2013/tabid/345/language/en-US/Default.aspx">download</a> the latest TelephoneIntegration for MS CRM 2013 versions. With the installation of TelephoneIntegration for MS CRM 2013 the addon is updated automatically and ready to use for MS CRM 2013. All your settings are of course the same as before! For more information please read our <span><a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2013/tabid/345/language/en-US/Default.aspx">TelephoneIntegration Guides.</a></span></p> <p><strong>3) Install the new license<br /> </strong>The TelephoneIntegration for MS CRM 2013 needs a new license. Please contact support@mscrm-addons.com to get your new license and isntall it with the LicenseManager. &nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9678How to enable debugging for TelephoneIntegration https://www.mscrm-addons.com/Blog/PostId/9518/how-to-enable-debugging-for-telephoneintegrationTelephoneIntegration (TI),TI 2011,TI 2013,TI 2015 / 2016,TI 365Mon, 04 Apr 2011 14:09:00 GMT<strong> </strong> <p><span style="font-weight: normal; font-size: 10px; color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++++++++++</span></p> <p><span style="font-weight: normal; font-size: 10px; color: #ff0000;">Please note:<br /> This article applies to TelephoneIntegration&nbsp;<br /> </span><span style="font-weight: normal; font-size: 10px; color: #ff0000;">for MS CRM 2011, 2013 and 2015, as well as to CRM 2015/2016<br /> </span><span style="font-weight: normal; font-size: x-small; color: #ff0000;">and MS Dynamics 365.​</span></p> <p><span style="font-weight: normal; font-size: 10px; color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++++++++++</span></p> <p>&nbsp;</p> <p>Basically there are two ways to activate debugging:</p> <p><strong>Solution 1</strong>: Activating debugging via the TI-Setup</p> <p><strong>Solution 2</strong>: Activating debugging on your Client via the Registry</p> <p><strong><span style="font-size: small;">HOW TO: Activate debugging for TelephoneIntegration, step-by-step description&nbsp;</span></strong></p> <p><strong><span style="text-decoration: underline;">Solution 1:</span></strong></p> <p>Open the TelephoneIntegration (TI) Setup with right-click on the TI Client symbol:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_90.png"> </a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_90.png"></a><a title="Open the TelephoneIntegration Setup" href="http://mscrm-addons.com/images/blog/files/image_90.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_90.png" alt="image" width="182" height="244" /></a></div> </p> <p><em>Figure 1: Open the TelephoneIntegration Setup</em></p> <p>Now check the checkbox next to&nbsp;<em>Activate debugging</em>&nbsp;and click on the <em><strong>[Save]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/screenshot_neu.jpg"> </a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/screenshot_neu.jpg"></a><a title="TI Setup for MS CRM 2011/2013 &gt; Where to activate debugging?" href="http://mscrm-addons.com/images/blog/files/screenshot_neu.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="screenshot_neu" src="http://mscrm-addons.com/images/blog/files/screenshot_neu_thumb.jpg" alt="screenshot_neu" width="387" height="485" /></a></div> <br /> <em>Figure 2: TI Setup for MS CRM 2011/2013 &gt; Where to activate debugging?</em></p> <p><em><br /> </em></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="String value set to true" href="http://mscrm-addons.com/images/blog/files/2015%2f6%2fScreenshot_64.png"><img alt="" class="img-responsive" style="width: 450px; height: 390px;" src="http://mscrm-addons.com/images/blog/files/2015%2f6%2fScreenshot_64.png" width="450" height="390" /></a></div> <br /> <em>Figure 3: TI Setup for MS CRM 2015 and MS Dynamics 365 &gt; Where to activate debugging? </em></p> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong><span style="text-decoration: underline;">Solution 2:</span></strong></p> <p>Open the registry and go to <em>HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationclient2011\...</em></p> <p>Press the right mouse button and create a new <em>String Value</em>&nbsp;called <em>debug</em>&nbsp;and set the value to <em>true</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_92.png"> </a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_92.png"></a><a title="TI Setup for MS CRM 2015 &gt; Where to activate debugging?" href="http://mscrm-addons.com/images/blog/files/image_92.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_92.png" alt="image" width="374" height="160" /></a></div> <br /> <em>Figure 4: String value set to true</em></p> <p><span style="color: #ff0000;">Please note: Only enable debugging when you have to send us the debug files. Disable it by setting the value to <em>false</em>. &nbsp;&nbsp;</span> </p> <p>&nbsp;</p> <p><span style="text-decoration: underline;"><strong>How to create Debug Log files with the crucial log data:</strong></span></p> <p>1. Activate debugging.</p> <p>2. Restart TI Client.</p> <p>3. After TI Client is up and running, go into your log folder ( <em>C:\Program Files (x86)\PTM EDV-Systeme GmbH\Telephone Integration Client for MS CRM 2011\log </em>) and delete <em>ALL</em> existing log files.</p> <p>4. Execute the TI Client action for which you would like to create the log file.</p> <p>5.<span style="color: #ff0000;"> Please send the so created <strong>debug</strong> log file to <a href="mailto:support@mscr-addons.com">support@mscrm-addons.com</a>. Please <em>DO NOT</em> send the <strong>static</strong> log file.</span></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9518