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/BlogCheck Phone System compatibility over TAPI or SIPhttps://www.mscrm-addons.com/Blog/PostId/10152/phone-system-compatibility-over-tapi-or-sipTelephoneIntegration (TI),TI 2015 / 2016,TI 365Thu, 18 Oct 2018 12:56:28 GMT<p style="text-align: justify;"><strong><span style="color: #c00000;">Update:&nbsp; </span></strong>To test the compatibility of your phone system, please download the <a href="https://mscrmaddons.blob.core.windows.net/downloads/tools/PhoneTestTool.zip">Phone Test Tool</a>. A sptep-by-step user guide is in the ZIP-file included. The tool&nbsp;<span style="text-align: justify;">offers two commmunication channels (TAPI and SIP). You need only one of them to be able to use our CTI addon.&nbsp;</span></p> <p style="text-align: justify;">The goal of that blog article is to describe how to easily test whether TelephoneIntegration addon would work with customer PhoneSystem (PBX) either over TAPI or over SIP.&nbsp;This is the easiest 5 minute testing without any deep technical knowledge about TAPI or SIP.</p> <p style="text-align: justify;"><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Prerequisites &amp; Checklist</span></strong></span></p> <p style="text-align: justify;">1) Details of phone system:<br /> <span style="white-space: pre;"> </span>a. Vendor name:<br /> <span style="white-space: pre;"> </span>b. Model name:</p> <p style="text-align: justify;">2) Is a TAPI driver available for your phone system ? (yes/no)<br /> <span style="white-space: pre;"> </span>If you are unsure, please check with your phone system vendor for availability.&nbsp;</p> <p style="text-align: justify;">3) If #2 is no: Is your phone SIP-based? (yes/no)<br /> <span style="white-space: pre;"> </span>If you are unsure, please check with your phone system vendor for details.&nbsp;</p> <p style="text-align: justify;">4) Depending on Have you been able to verify compatibility&nbsp;using the information below?&nbsp;<br /> <br /> </p> <p style="text-align: justify;"><strong><span style="font-size: 16px; color: #0077b3;">Compatibility tests:</span></strong></p> <p style="text-align: justify;">In order to make the most out of the call please ensure that a person with rights to download/install software as well as a person familiar with&nbsp;the phone&nbsp;system is available during our call OR has been able to perform the below tests prior to our joint call.&nbsp;<br /> <br /> </p> <p style="text-align: justify;"><span style="font-size: 16px; color: #0077b3;"><strong>&nbsp;TAPI-driver available for your phone system:</strong></span></p> <p style="text-align: justify;">1. After installing and configuring&nbsp;the TAPI &ndash; driver for your phone system<br /> 2.&nbsp;Start Window Phone Dialer by pressing &ldquo;Win+R&rdquo; to call out the Run box, then type &ldquo;dialer.exe&rdquo; and hit Enter.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Window Phone Dialer - Run box " href="/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure1.png" style="background-color: #ffffff;"><img alt="Window Phone Dialer - Run box" width="285" height="149" class="img-responsive" src="/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure1.png" /></a><em>Figure 1: Window Phone Dialer - Run box<br /> <br /> <br /> </em></div> </div> <p style="text-align: justify;">3. Type in the number you want to dial and then go to Tools and select Connect Using as you can see in the figure below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <p><a title="Phone Dialer " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure2.png" style="background-color: #ffffff;"><img alt="Phone Dialer " width="275" height="305" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure2.png" /></a><span>Figure 2: Phone Dialer<br /> <br /> <br /> 4. Choose your TAPI line and press the <strong>[OK]</strong>-button. In this case, it is 3 CX TAPI line, but in yours, it might be something different.&nbsp;</span></p> <p><span> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Choose the TAPI line " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure3.png" style="background-color: #ffffff;"><img alt="Choose the TAPI line" width="297" height="154,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure3.png" /></a>Figure 3: Choose the TAPI line</div> </div> </div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">5. Press Dial. You should see a new Dialing popup as you can see below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <p><a title="The Dialing window " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure4.png" style="background-color: #ffffff;"><img alt="The Dialing window" width="225,5" height="116" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure4.png" /></a><span>Figure 4: The Dialing window&nbsp;<br /> <br /> </span></p> <p>6. If you see the popup in point 4, your TAPI driver SHOULD be compatible.<br /> If not, it&acute;s not over - you should contact your&nbsp;TAPI driver vendor for consultation on installation and configuration of the TAPI driver showing the error message you received.&nbsp;</p> <p>7. Please let us know the result of your tests!<br /> <br /> <br /> <strong><span style="font-size: 16px; color: #0077b3;">SIP-based phone system:</span></strong></p> <p>1. Download a free SIP client for instance X-Lite <a href="https://www.counterpath.com/XLiteForWindows">here</a></p> </div> <p>2. Install it and start the X-Lite.exe application</p> <p>3. Under menu Softphone choose Account Settings&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <p><a title="Account Settings " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure5.png" style="background-color: #ffffff;"><img alt="Account Settings" width="456,5" height="389,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure5.png" /></a>Figure 5: Account Settings<br /> <br /> <br /> 4. Under <g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="129" data-gr-id="129">User</g> Details add your <g class="gr_ gr_127 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="127" data-gr-id="127">SIP</g> user credentials like username, password <g class="gr_ gr_131 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="131" data-gr-id="131">and</g> the SIP domain. Make sure you check the "Register with domain and receive calls" checkbox to be able receiving incoming notifications. Press the <strong>[OK]</strong>-button. This will automatically try to register SIP Client into your SIP domain.&nbsp;</p> <p>5. If registration fails, you will see something like the figure below.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <p><a title="Failed registration " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure6.png" style="background-color: #ffffff;"><img alt="Failed registration" width="239,5" height="182" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure6.png" /></a><span>Figure 6: Failed registration</span> <br /> <br /> </p> <p>6. If registration succeeds, you should be able to see the window below.&nbsp;</p> <p><a title="Successful registration " href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure7.png" style="background-color: #ffffff;"><img alt="Successful registration" width="243,5" height="118" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure7.png" /></a>Figure 7: Successful registration&nbsp;<br /> <br /> </p> <p>7. Try dialing out and receiving calls. If all works well, we are on good track and it&acute;s very likely that your system works with our solution.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <p><a title="Dialing and receiving calls" href="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure8.png" style="background-color: #ffffff;"><img alt="Dialing and receiving calls" width="743,5" height="334,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Phone_System_compatibility_over_TAPI_or_SIP/Figure8.png" /></a><span>Figure 8: Dialing and receiving calls&nbsp;<br /> <br /> </span></p> <p>If a common general SIP softphone like X-Lite cannot connect to your SIP phone system, then you need to consult with your SIP phone system provider if your SIP settings data is correct.&nbsp;</p> <p>8. Please let us know the results of your tests!&nbsp;</p> <p>​</p> <p><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;">office@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></p> <p>​</p> <p>&nbsp;</p> </div> </div> </div> </div> </div> </div> <br /> <div>&nbsp;</div> </div> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 3359px; width: 1px; height: 1px; text-align: justify;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 700; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">That&rsquo;s it!&nbsp;</span><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-family: 'Open Sans', Arial, sans-serif;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:office@mscrm-addons.com" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #ffffff;">office@mscrm-addons.com</a><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-family: 'Open Sans', Arial, sans-serif;">.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 3359px; width: 1px; height: 1px; text-align: justify;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 700; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">That&rsquo;s it!&nbsp;</span><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-family: 'Open Sans', Arial, sans-serif;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:office@mscrm-addons.com" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #ffffff;">office@mscrm-addons.com</a><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-family: 'Open Sans', Arial, sans-serif;">.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 3359px; width: 1px; height: 1px; text-align: justify;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 700; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">That&rsquo;s it!&nbsp;</span><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-family: 'Open Sans', Arial, sans-serif;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:office@mscrm-addons.com" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #ffffff;">office@mscrm-addons.com</a><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-family: 'Open Sans', Arial, sans-serif;">.</span></div>10152How to open the fields.xml settings in Dynamics 365?https://www.mscrm-addons.com/Blog/PostId/10150/how-to-open-the-fieldsxml-settings-in-dynamics-365*General*,TelephoneIntegration (TI),TI 2015 / 2016,TI 365Tue, 02 Oct 2018 12:58:37 GMT<p>This article outlines how to open the fields.xml Settings.</p> <p>The fields.xml Settings are server-side Dynamics 365-Settings.<br /> There are 2 ways to open the Settings.</p> <p>&nbsp;</p> <p>1)</p> <p>This tab focuses on the advanced functionalities of the TelephoneIntegration Configuration.<br /> Use it to view, copy and send the fields XML for support purposes.​</p> <p><span>Navigate to Settings &gt; MSCRM-ADDONS &gt;&nbsp; TelephoneIntegration in Dynamics 365.&nbsp;</span>​</p> <p><a title=" MSCRM-ADDONS overview " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure1.png" style="background-color: #ffffff;"><img alt=" MSCRM-ADDONS overview " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure1.png" /></a></p> <p><a title=" MSCRM-ADDONS overview " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure1.png" style="background-color: #ffffff;"></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" MSCRM-ADDONS overview " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure1.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: MSCRM-ADDONS overview</em> </div> </div> <p>&nbsp;</p> <p>When GetStarted-page of TelephoneIntegration opens, please switch to the Advanced-Tab.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" TI GetStarted " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure2.png"> <img alt=" TI GetStarted " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: TI GetStarted </em> </div> </div> <p>&nbsp;</p> <p>To view the Field.xml-settings,&nbsp;select the [Show]-button</p> <p><a title=" TI Advanced Settings " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png" style="background-color: #ffffff;"><img alt=" TI Advanced Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png" /></a></p> <p><a title=" TI Advanced Settings " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png" style="background-color: #ffffff;"></a></p> <p><a title=" TI Advanced Settings " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png" style="background-color: #ffffff;"></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" TI Advanced Settings " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: TI Advanced Settings </em> </div> </div> <p>&nbsp;</p> <p>The Fields.xml-window opens and displays the Settings-Code, highlighted in yellow in the figure below.<br /> Now you can copy this text for example to send it to our Support-Team.</p> <p><a title=" Fields XML " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png" style="background-color: #ffffff;"><img alt=" Fields XML " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png" /></a></p> <p><a title=" Fields XML " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png" style="background-color: #ffffff;"></a></p> <p><a title=" Fields XML " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png" style="background-color: #ffffff;"></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Fields XML " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Fields XML<br /> <br /> </em></div> </div> <p><span style="color: #ff0000;">Please note: Do not change the value manually.</span><br /> Instead, use the TelephoneIntegration Server Configuration Tool in order to change the value.</p> <p>To close the window, please click the [Cancel]-button.</p> <p>&nbsp;</p> <p><strong><span style="color: #0077b3;">If you have not received the desired result, please try the other way:​</span></strong></p> <p>​</p> <p>2)</p> <p>Navigate to Settings &gt; MSCRM-ADDONS &gt; Products &gt; TelephoneIntegration in Dynamics 365.&nbsp;<br /> <br /> Then open the SettingKeys.&nbsp;&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" MSCRM-ADDONS.com Products TelephoneIntegration Settingskeys " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure5.png"> <img alt=" MSCRM-ADDONS.com Products TelephoneIntegration Settingskeys " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure5.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 5: MSCRM-ADDONS.com Products TelephoneIntegration <g class="gr_ gr_20 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="20" data-gr-id="20">Settingskeys</g> </em> </div> </div> <p>&nbsp;</p> <p>There, you will find the fields.xml value.<br /> <br /> <span style="color: #ff0000;">Please note: Do not change the value manually.</span><br /> Instead, use the TelephoneIntegration Server Configuration Tool in order to change the value.</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify; color: #7f7f7f;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background-color: #fcfcfc; text-align: justify; color: #000000;">&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify; color: #000000;">.</span></span><br /> <br /> <br /> </p>10150How to create a SettingsKey manually in MS Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365AutoMerge (AM),DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,TelephoneIntegration (TI),TI 2015 / 2016,TI 365Wed, 02 Aug 2017 12:45:27 GMT<p style="text-align: justify;"><span style="color: #777777;">So</span><span style="color: #777777;">metimes you may be asked to create a new <g class="gr_ gr_60 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="60" data-gr-id="60">settingskey</g>&nbsp;for one of our products - for example, if we develop a customization for you or if a special configuration is needed, etc.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;">To do so, please follow the six easy steps below.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong><g class="gr_ gr_58 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="58" data-gr-id="58">Addons</g>:</strong> AutoMerge, DocumentsCorePack, TelephoneIntegration&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>Step-by-step: How to create a SettingsKey manually in MS CRM 2016 or MS Dynamics 365</strong></span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>1. </strong>Open your Dynamics 365 in your Browser.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>2.</strong> Go to Settings within&nbsp;the Dynamics 365 navigation. &nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Settings in the Dynamics 365 navigation " href="/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure1_Settings.png"> <img alt="Settings in the Dynamics 365 navigation " class="img-responsive" src="/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure1_Settings.png" width="421" height="78" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #777777;">Figure 1: Settings in the Dynamics 365 navigation</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em>&nbsp;&nbsp;</em></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em></em></span><em><span style="color: #777777;"><strong>3.</strong>&nbsp;<span style="background-color: #fcfcfc;">Within the settings, navigate to&nbsp;</span><span style="background-color: #fcfcfc;">MSCRM-ADDONS.com Products</span><span style="background-color: #fcfcfc;">&nbsp;in the&nbsp;</span><span style="background-color: #fcfcfc;">Extensions</span><span style="background-color: #fcfcfc;">-area of the sitemap.</span></span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="MSCRM-ADDONS.com Products " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure2_Products.png"><img alt="MSCRM-ADDONS.com Products " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure2_Products.png" width="421" height="78" /></a></em></div> <em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;">Figure 2:&nbsp;<span style="background-color: #fcfcfc;">MSCRM-ADDONS.com Products</span></span></div> </em> <p><span style="color: #777777;"><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em> </em></span></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #777777;"><strong>4.</strong></span><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>Open the product record for which you need to create a new <g class="gr_ gr_51 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="51" data-gr-id="51">settingskey</g> for with a <g class="gr_ gr_52 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="52" data-gr-id="52">double click</g> on it.</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #777777;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><a title="Overview of MSCRM-ADDONS.com Products " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure3_Products_Overview.png"><img alt="Overview of MSCRM-ADDONS.com Products " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure3_Products_Overview.png" width="421" height="78" /></a></span></div> <p style="text-align: justify;"> <span style="background-color: #fcfcfc;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="background-color: #fcfcfc; color: #777777;">Figure 3:&nbsp;<span style="background-color: #fcfcfc;">&nbsp;Overview of MSCRM-ADDONS.com Products</span></span></div> <span style="background-color: #fcfcfc; color: #777777;"> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><span style="background-color: #fcfcfc; color: #777777;"><strong>5.</strong></span><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>A new window opens. Within this new window, go to the button on the right side, highlighted in yellow and click on it to see all records associated with this view.</span></span></p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Associated records button" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png"><img alt="Associated records button " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png" width="421" height="78" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">Figure 4: &nbsp;Associated records button&nbsp;</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">After clicking the button, you are provided&nbsp;with the window below. Here you can see a list of all the&nbsp;<g class="gr_ gr_55 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="55" data-gr-id="55">settingskeys</g>. By clicking the<strong> [ADD NEW MSCRM-ADDONS.com Settingkeys]</strong>-button you can create a new <g class="gr_ gr_56 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="56" data-gr-id="56">settingskey</g>.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="View/add settingskeys of/to a MSCRM-ADDONS.com product" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure5_Vilew_Settingskeys.png"><img alt="View/add settingskeys of/to a MSCRM-ADDONS.com product " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure5_Vilew_Settingskeys.png" width="421" height="78" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">Figure 5: View/add <g class="gr_ gr_50 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="50" data-gr-id="50">settingskeys</g>&nbsp;of/to <g class="gr_ gr_57 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="57" data-gr-id="57">a MSCRM-ADDONS.com</g> product</span></div> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #000000;"><strong><span style="background-color: #fcfcfc; color: #777777;">&nbsp;6.</span></strong><span style="color: #777777;"><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>A new window opens. In this window, you have to define the name of the <g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53">settingskey</g> in the&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">Name</span><span style="background-color: #fcfcfc; color: #777777;">-field&nbsp;</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc; color: #777777;">and the value</span><span style="background-color: #fcfcfc; color: #777777;">&nbsp;in the&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">KeyValue</span><span style="background-color: #fcfcfc; color: #777777;">-field. Once done, save and close your settings.&nbsp;</span></span></span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><a title="Create a new settingskey for a MSCRM-ADDONS.com product" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure6_Create_new_Settingskey.png"><img alt="Create a new settingskey for a MSCRM-ADDONS.com product " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure6_Create_new_Settingskey.png" width="421" height="78" /></a></span></div> <p style="text-align: justify;"> <span style="background-color: #fcfcfc;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="background-color: #fcfcfc; color: #777777;">Figure 6: View/add&nbsp;<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">settingskeys</g>&nbsp;of/to&nbsp;<g class="gr_ gr_59 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="59" data-gr-id="59">a MSCRM-ADDONS.com</g>&nbsp;product</span></div> <span style="background-color: #fcfcfc;"> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #ff0000;"><strong>Please note:</strong> <span style="color: #777777;">If the new key is intended for a client application like DocumentsCorePack or TelephoneIntegration,&nbsp;</span></span><span style="color: #777777;">you need to restart the Client application.</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;">Otherwise, the setting will not be applied to the Client.</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><span style="color: #777777;"><strong>That&rsquo;s it!</strong></span><span style="color: #777777;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp;</p> <div style="text-align: justify;"><span><br /> </span></div> <br /> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p>10031Dialing rules for TelephoneIntegration Client users https://www.mscrm-addons.com/Blog/PostId/9997/dialing-rules-for-telephoneintegration-client-usersTelephoneIntegration (TI),TI 2015 / 2016,TI 365Tue, 07 Mar 2017 12:40:55 GMT<p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Dialing rules are used to define telephone numbers and number masks for calls (regional, national and international). Each dialing rule determines the types of calls that can be made. Supported by two examples, this article outlines how to correctly configure the dial rule entry when using TelephoneIntegration (TI) Client.&nbsp;</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">The following 4 numbers are crucial when creating a new dialing rule in TI Client. So it is very important that you know your<br /> CountryCode​<br /> ExitCode<br /> AreaCode<br /> TrunkCode</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 18px;">Example 1</span><br /> <span style="font-size: 13px;">Before we create a dialing rule for Graz, Austria we need to know, that the following rules apply for that country/town:</span><br /> <span style="font-size: small; color: #666666;">CountryCode​ = 43</span><br style="color: #666666;" /> <span style="font-size: small; color: #666666;">ExitCode = 00</span><br style="color: #666666;" /> <span style="font-size: small; color: #666666;">TrunkCode = 0</span><br style="color: #666666;" /> <span style="font-size: small; color: #666666;">AreaCode = 316<br /> </span><span style="font-size: small;">OutsideAccess = 0<br /> <span style="color: #ff0000;">Please note:</span> The OutsideAccess number depends on the local companies' phone system, which means that it can vary.&nbsp;</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example A: <br /> We want to contact someone in Graz. (0316/123456789)<br /> So all we need to dial is the OutsideAccess + the telephone number<br /> The number we would have to dial is 0 123456789. </p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example B: &nbsp;<br /> <span style="color: #666666;">We want to contact someone in Salzburg, which is an Austrian city (famous for Mozart). (0662/123456789)</span><br style="color: #666666;" /> <span style="color: #666666;">So all we need to dial is the OutsideAccess + the TrunkCode + Salzburg's Area Code + the telephone number</span><br style="color: #666666;" /> <span style="color: #666666;">The number we would have to dial is 0 0 662 123456789.</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="color: #666666;"></span>Example C:&nbsp;<br /> <span style="color: #666666;">We want to contact someone in Atlanta, Georgia. (0404/123456789)</span><br style="color: #666666;" /> <span style="color: #666666;">So all we need to dial is the OutsideAccess + Austria's ExitCode + the USA CountryCode + Atlanta's Area Code + the telephone number</span><br style="color: #666666;" /> <span style="color: #666666;">The number we would have to dial is 0 00 1 404 123456789.</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 18px;">Example 2:</span><br /> Before we create a dialing rule for Atlanta, Georgia (USA) we need to know, that the following rules apply for that country/town:<br /> CountryCode​ = 1<br /> ExitCode = 011<br /> TrunkCode = 1<br /> AreaCode = 404<br /> <span>OutsideAccess = 9<br /> <span style="color: #ff0000;">Please note:</span>&nbsp;The OutsideAccess number depends on the local companies' phone system, which means that it can vary.&nbsp;</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example A:&nbsp;<br /> We want to contact someone in Atlanta. (0404/123456789)<br /> So all we need to dial is the OutsideAccess + the telephone number<br /> The number we would have to dial is 9 123456789.</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example B: &nbsp;<br /> We want to contact someone in New York (famous for the Statue of Liberty). (0917/123456789)<br /> So all we need to dial is the OutsideAccess + the TrunkCode + New York's Area Code + the telephone number<br /> The number we would have to dial is 9 1 917 123456789.</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example C:&nbsp;<br /> We want to contact someone in Graz, Austira. (0316/123456789)<br /> So all we need to dial is the OutsideAccess + the US ExitCode + Austria's CountryCode + the Area Code of Graz + the telephone number<br /> The number we would have to dial is 9 011 43 316 123456789.</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: large;">How to activate dialing rules in TI Client?</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: small;"></span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: small; color: #666666;">This example outlines how to create a settingskey for a number that is from the United States.&nbsp;<span style="color: #666666;">If you haven't created a settingskey yet, please have a look at&nbsp;</span><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9754%2fhow-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015&amp;tabid=165&amp;portalid=0&amp;mid=2185" style="background-color: #ffffff;">this blog article</a><span style="color: #666666;">.&nbsp;</span></span><span style="font-size: small;">To enable this logic, you must create the below settingskey:</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: small;">HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient2011<br /> </span><span style="font-size: small;">String value: BasicPreprocessing<br /> </span><span style="font-size: small;">Data value: true<br /> </span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 13px;">The US has the country code 1, the exit code 011 and the trunk code 1. So, we must add 2 new registry string values:<br /> <br /> String Value: TrunkCode<br /> Data Value: 1<br /> </span><span style="font-size: small;"><br /> String Value: ExitCode<br /> </span><span style="font-size: small;">Data Value: 011</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 13px;">As soon as you have finished, do not forget to save your settings and restart the TelephoneIntegration Client.&nbsp;</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 13px;"><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an e-Mail to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9997Call recording feature for TelephoneIntegration https://www.mscrm-addons.com/Blog/PostId/9992/call-recording-feature-for-telephoneintegrationTelephoneIntegration (TI),TI 2015 / 2016,TI 365Mon, 20 Feb 2017 16:11:43 GMT<p style="margin-bottom: 10pt;"><span>TelephoneIntegration Client offers the possibility to record and store phone calls in Microsoft Dynamics 365 (CRM). This article outlines how to use this feature. &nbsp;</span></p> <p style="margin-bottom: 10pt;"><span><span style="color: #ff0000;">Please note:</span> The feature only works with SIP Client and was built as an 'always store'-option</span></p> <p style="margin-bottom: 10pt;"><span><span style="font-size: 18px;"><strong>How to activate the call recording feature</strong></span><br /> First, please make sure that you have a local registry key called 'PhoneActionMode' with the value 'true' under&nbsp;<br /> HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient 2011</span></p> <p style="margin-bottom: 10pt;"><span>If you do not have it, simply create a new settingskey.&nbsp;<br /> To do so, please navigate to Settings &gt; MSCRM-ADDONS.com Products and select TelephoneIntegration with a click on it. </span></p> <p style="margin-bottom: 10pt;"><span>Next, click on the <strong><em>[Add New MSCRM-ADDONS.com Settingskey]</em></strong>-button in the command bar. </span></p> <p style="margin-bottom: 10pt;"><span>In the so opened window, insert the following data:<br /> <br /> Name&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; PhoneActionMode<br /> IsCached &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Yes<br /> KeyValue&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; True</span></p> <p style="margin-bottom: 10pt;"><span>For some more detailed information on how to create a settingskey manually, please have a look at this <a href="http://www.mscrm-addons.com/Blog/PostId/9754/How-to-create-a-SettingsKey-manually-in-MS-Dynamics-CRM-2013-CRM-2015">blog article</a>.&nbsp;</span></p> <p style="margin-bottom: 10pt;"><span>This action creates a new context menu item called 'Phone Action &gt; Record'.</span></p> <p style="margin-bottom: 10pt;"><span style="font-size: 18px;"><strong>How to use the call recording feature&nbsp;<br /> </strong></span>This action creates a new context menu item called 'Phone Action &gt; Record'.<br /> In order to activate the record functionality, simply click on record whenever you would like to record a call.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Phone Action &gt; Record" href="/Portals/0/Blog/TI_PhoneActionMode/Phone_Action_record1.png?ver=2017-02-20-155214-707"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI_PhoneActionMode/Phone_Action_record1.png?ver=2017-02-20-155214-707" /> </a> </div> Figure 1: Phone Action &gt; Record</p> <p style="margin-bottom: 10pt;">At the end of the call, a new generated folder called 'Archive' will contain a new .wav file (including the call recording). Usually, CRM will store the recordings in the registry where you can find the log files as well. Additionally, the so created audio file is <span>automatically uploaded&nbsp;</span>to the correspondent phone call and saved as a note.<br /> <br /> The file's name is built up as follows:<br /> <br /> <span style="color: #ffc000;">636232020958872265</span><span style="color: #000000;">_</span><span style="color: #ff0000;">031668088034</span>.<span style="color: #00b050;">wav<br /> <span style="color: #ffc000;">TIMESTAMP</span><span style="color: #000000;">_</span><span style="color: #ff0000;">PHONENUMBER</span>.fileformat<br /> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Recorded conversation" href="/Portals/0/Blog/TI_PhoneActionMode/Screenshot_1.png?ver=2017-02-20-155302-493"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI_PhoneActionMode/Screenshot_1.png?ver=2017-02-20-155302-493" /> </a> </div> <p>Figure 2: Recorded conversation</p> <p><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</p>9992How to use TelephoneIntegrations' Smart Find feature https://www.mscrm-addons.com/Blog/PostId/9991/how-to-use-telephoneintegrations-smart-find-featureTelephoneIntegration (TI),TI 2015 / 2016,TI 365Mon, 20 Feb 2017 13:12:00 GMT<p>This article outlines how to use the Smart Find feature of <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=https%3a%2f%2fappsource.microsoft.com%2fen-us%2fproduct%2fdynamics-365%2fmscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02%3ftab%3dOverview&amp;tabid=165&amp;portalid=0&amp;mid=2185">TelephoneIntegration</a>. This feature facilitates the find of all extensions related to an account when receiving an incoming call. It can be used occasionally or activated for permanent use.&nbsp;</p> <p><span style="font-size: 18px;"><strong>Purpose of the Smart Find feature</strong></span><br /> Once the TelephoneIntegration Smart Find feature is activated, it permanently resolves numbers that are related to an incoming call.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Without Smart Find - &lt;span&gt;Incoming call (main number: 680880) with extension (21) NOT resolved" href="/Portals/0/Blog/TI%20Smart%20Find/Incoming%20call_not%20resolved.png?ver=2017-02-20-125216-023"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI%20Smart%20Find/Incoming%20call_not%20resolved.png?ver=2017-02-20-125216-023" style="width: 188px; height: 300px;" /> </a> </div> <p>Figure 1: Without Smart Find -<span>Incoming call (main number: 680880) with extension (21) NOT resolved<br /> </span>​</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="With Smart Find - Incoming call (main number: 680880) with extension (21) resolved" href="/Portals/0/Blog/TI%20Smart%20Find/Balloon_sp_result.png?ver=2017-02-20-115749-980"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI%20Smart%20Find/Balloon_sp_result.png?ver=2017-02-20-115749-980" style="width: 186px; height: 300px;" /> </a> </div> Figure 2: With Smart Find - Incoming call (main number: 680880) with extension (21) resolved<br /> <br /> <br /> <span style="font-size: 16px;"><strong>For example:</strong></span><br /> <br /> You receive a call from the number <span style="color: #0070c0;">0316 680880</span><span style="color: #92d050;">21</span>. <br /> <span style="color: #0070c0;">0316 680880 = main number&nbsp;<br /> </span><span style="color: #92d050;">21 = extension&nbsp;<br /> </span><br /> The main number is saved in your CRM, but the extension is not. This is why TelephoneIntegration usually resolves the number&nbsp;<span style="color: #0070c0;">0316 680880</span><span style="color: #92d050;">21&nbsp;<span style="color: #938953;"><span style="color: #7f7f7f;">as an unknown number.&nbsp;</span><br /> <br /> <span style="color: #7f7f7f;">When activating the Smart Find feature (no matter if occassionally or permanently), <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=https%3a%2f%2fappsource.microsoft.com%2fen-us%2fproduct%2fdynamics-365%2fmscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02%3ftab%3dOverview&amp;tabid=165&amp;portalid=0&amp;mid=2185">TelephoneIntegration </a>will provide you with the extension that is saved in CRM for this particular number.&nbsp;<br /> <br /> <br /> </span></span></span> <p><span style="font-size: 18px; color: #7f7f7f;"><strong>How do I activate the Smart Find feature?<br /> </strong></span><span style="font-size: 13px; color: #7f7f7f;">The SmartFind can be activated occasionally or permanently.&nbsp;</span><strong style="font-size: large; color: #7f7f7f;">&nbsp;</strong></p> <p>In order to activate it on occasion, simply click on Search Potential in the Context menu.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Ocasionally activated Smart Find" href="/Portals/0/Blog/TI%20Smart%20Find/Balloon_search_potential.png?ver=2017-02-20-115457-987"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI%20Smart%20Find/Balloon_search_potential.png?ver=2017-02-20-115457-987" /> </a> </div> Figure 3: Ocasionally activated Smart Find</p> <p><span>In order to activate it permanently, simply navigate to the Advanced-tab in the <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=https%3a%2f%2fappsource.microsoft.com%2fen-us%2fproduct%2fdynamics-365%2fmscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02%3ftab%3dOverview&amp;tabid=165&amp;portalid=0&amp;mid=2185">TelephoneIntegration </a>Settings and check the activate search for potential matches-checkbox in the Search for potential matches-section. Next, click on the <strong>[Save]</strong>-button.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Activate SmartFind permanently" href="/Portals/0/Blog/TI%20Smart%20Find/Advanced_tab_Search_activated.png?ver=2017-02-20-124407-857"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI%20Smart%20Find/Advanced_tab_Search_activated.png?ver=2017-02-20-124407-857" style="width: 500px; height: 392px;" /> </a> </div> Figure 4: Activate Smart Find permanently<br /> <br /> <strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.<br /> <br /> </span></p>9991How to boost your marketing campaigns in MS Dynamics 365 with PowerDialer for TelephoneIntegrationhttps://www.mscrm-addons.com/Blog/PostId/9970/how-to-boost-your-marketing-campaings-with-powerdialerTI 2015 / 2016Tue, 10 Jan 2017 09:42:47 GMT<p>Our MSCRM-ADDON <a href="https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02?tab=Overview">TelephoneIntegration</a> offers lots of valuable features that will boost your daily phone tasks and track your phone call activities in Microsoft Dyamics 365 (CRM). </p> <p>One of them is the PowerDialer. Learn more about how to enable/disable the Power Dialer for TelephoneIntegration in <a href="http://www.mscrm-addons.com/Blog/PostId/9811/power-dialing-setting-key-telephoneintegration" target="_blank">this blog article</a>. </p> <p>&nbsp;</p> <p>Basically, the Power Dialer enables you to work with semi-automated call queues. </p> <p>Power dialing usually bases on Microsoft Dynamics CRM / Dynamics 365 Campaign Activities or on a custom<em> Power Dialer List</em> entity. </p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="PowerDialing Functionalities" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_5.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb_5.png" /> </a> </div> Figure 1: PowerDialing Functionalities <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Campaign based activity based on Power Dialing" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_4.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_thumb_4.png" /> </a> </div> Figure 2: Campaign based activity based on Power Dialing <p>&nbsp;</p> <p>A server-side integration allows to mark Microsoft Dynamics CRM / Dynamics 365 Campaign/Campaign Activities as <em>Power Dialer lists</em>. <br /> The TelephoneIntegration Client can attach to them and process the calls saved in these power dialing lists according to their settings. </p> <p>The base for the Power Dialer is the extended CRM Campaign/Campaign Activity entity. <br /> The Power Dialer processes the phone calls created in the CRM call-campaign-activity. <br /> The term <em>Power dialing list</em> refers to a CRM call-campaign-activity, marked as Power Dialing list. </p> <p>Users participating in the Power Dialer are defined via the ownership of the created phone calls of a CRM call-campaign-activity. <br /> This is either a specific user or a team. To assign multiple persons to a Power Dialer, the creation of a team in the Microsoft Dynamics 365 (CRM) settings-area is mandatory. </p> <p>To create a campaign activity based Power dialer list, you have to follow the below steps:</p> <p><span style="font-size: 24px; color: #4f81bd;">❶</span> Create a marketing list of selected contacts, leads or accounts. </p> <p><span style="font-size: 24px; color: #4f81bd;">❷</span> Create a campaign and add the previously created marketing list. </p> <p><span style="font-size: 24px; color: #4f81bd;">❸</span> Create a campaign activity and distribute it to marketing list members by using the phone channel.</p> <p>Power Dialer also offers the possibility to create a Power dialer list based on custom power dialer list entities. <br /> This requires a little bit more attention. For further information on how to do so, please have a look at <a href="http://www.mscrm-addons.com/Blog/PostId/9969/how-to-create-a-PowerDialer-list-based-on-the-custom-PowerDialer-list-entity" target="_blank">this blog article</a>. </p> <p>Or simply start by gathering more information about how to work with PowerDialer <a href="http://www.mscrm-addons.com/Blog/PostId/9968/how-to-work-with-PowerDialer" target="_blank">here</a>. </p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>! </p>9970How to create a PowerDialer list based on the custom PowerDialer list entityhttps://www.mscrm-addons.com/Blog/PostId/9969/how-to-create-a-powerdialer-list-based-on-the-custom-powerdialer-list-entityTI 2015 / 2016Tue, 10 Jan 2017 09:38:45 GMT<p>Power Dialing lists in TelephoneIntegration for Microsoft Dynamics 365 (CRM) usually bases on Microsoft Dynamics 365 (CRM) Campaign Activities or on custom power dialer list entities. </p> <p>But you can also create a Power Dialer list based on custom power dialer list entities.<br /> <br /> Please follow the below tutorial in order to create such a list. </p> <p>&nbsp;</p> <p><strong>Step 1:</strong> Select the contacts/accounts/leads in your Microsoft Dynamics 365 (CRM) view you would like to use for your list and click on the <strong><em>[Create Dialing List]</em></strong>-button in the ribbon. For this example, we decided to use the entity <em>Contact</em>.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create dialing list" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_4.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb_4.png" /> </a> </div> Figure 1: Create dialing list </p> <p>&nbsp;</p> <p><strong>Step 2:</strong> Fill out the form and press the <strong><em>[Create New]</em></strong>-button or the<strong><em> [Add to existing]</em></strong>-button (in case you have already created a list and simply want to add some more contacts) and give it a pretty name. </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create New Power List entry" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_3.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_thumb_3.png" /> </a> </div> Figure 2: Create New Power List entry</p> <p><strong><br /> <br /> Step 3:</strong> Congrats! You have created a PowerDialingList record.&nbsp; </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Newly created PowerDialer List" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_3_2.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_3_thumb_2.png" /> </a> </div> Figure 3: Newly created PowerDialer List <br /> <br /> <br /> <strong>Step 4: </strong>Please change the fields according to your needs and then save the changes. The Power Dialer List record is now ready to use.</p> <p><strong><br /> Step 5:</strong> Now, the PowerDialing functionality must be enabled in the TelephoneIntegration Server Configuration. Please <a href="https://youtu.be/d4jKqE56vIY" target="_blank">watch this video</a> for further information. (<span style="color: #ff0000;">Please note:</span> The video was created for Microsoft Dynamics CRM 2015/2016, but its content is also valid for Microsoft Dynamics 365 (CRM) ). </p> <p><strong><br /> Step 6:</strong> TelephoneIntegration Client retrieves the server-side setting <em>UsePowerDialing</em> when it is stars. If Power Dialing is enabled, the Client checks for updates every minute. If any updates apply to the logged-on user, a notification window is displayed.</p> <p>If you want to learn how easy it is to work with PowerDialer, please have a look at <a href="http://www.mscrm-addons.com/Blog/PostId/9968/how-to-work-with-PowerDialer" target="_blank">this article</a> or learn how to enable the PowerDialer functionality <a href="http://www.mscrm-addons.com/Blog/PostId/9811/power-dialing-setting-key-telephoneintegration" target="_blank">here</a>.<br /> <br /> <strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a>!</p>9969How to work with PowerDialer for TelephoneIntegrationhttps://www.mscrm-addons.com/Blog/PostId/9968/how-to-work-with-powerdialerTI 2015 / 2016Tue, 10 Jan 2017 09:35:47 GMT<p>The handling of PowerDialer for Microsoft Dynamics 365 (CRM) is very intuitive. This article outlines how easy it is to work with PowerDialer. </p> <p><strong><span style="font-size: 16px;"><br /> How to open PowerDialer</span></strong> </p> <p>Of course, before you start working with PowerDialer, you have to open it. This requires, that the functinality is enabled in your system. Learn how to do so <a href="http://www.mscrm-addons.com/Blog/PostId/9811/power-dialing-setting-key-telephoneintegration" target="_blank">here</a>. </p> <p>However, PowerDialer can be opened easily by selecting it in the Application Menu as soon as it is enabled. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the PowerDialer functionality" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_3.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb_3.png" /> </a> </div> Figure 1: Open the PowerDialer functionality <br /> <br /> <p>A new window providing you with a list of active campaign-activities appears. It contains all relevant details for each campaign-activity. This window is referred to as <em>Available Dialer Preview List</em>. <span style="color: #ff0000;">Please note:</span> Only one PowerDialing-List can be started at a time. To do so, please double click a list or mark a list and click on the <strong><em>[Start]</em></strong>-button. </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Available Dialer Preview List " href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_2.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_thumb_2.png" /> </a> </div> Figure 2: Available Dialer Preview List </p> <p><strong><span style="font-size: 16px;"><br /> How to work with PowerDialer</span></strong> </p> <p>The PowerDialer surface is highly intuitive and divided into 4 sections. </p> <p>During the execution of a PowerDialing list, the default TelephoneIntegration balloon is disabled. The calls of a PowerDialer list are processed in a separate window, known as <em>Power Dialer Workplace</em>.&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #ff0000;">Please note:</span> Detaching is only possible, if the Power Dialing List Client is in pause mode. The pause mode can only be activated in the preprocessing state <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷</span>.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="PowerDialing Surface" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_3_1.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_3_thumb_1.png" /> </a> </div> Figure 3: PowerDialing Surface<br /> <br /> Please find some detailed information regarding the single sections here: <br /> <br /> <p><span style="font-size: 24px; color: #4f81bd;">❶</span> <span style="color: #4f81bd;">Recepient information - section<br /> </span>In this section, you will find all the information about the recipient of the planned phone call activity. A click on the <strong><em>[Back to Call]</em></strong>-button allows users to switch back to the current call form.</p> <p><span style="color: #4f81bd;"><span style="font-size: 24px;">❷</span> The Prepocessing -section<br /> </span>In this section, you will find all the information regarding the preprocessing of the phone call.&nbsp;</p> <p> Possible states are: </p> <p><span style="color: #dd8484;">A) Pre-processing (user prepares for the call)<br /> </span>Represents the state before the recipient is called. This time span is used to prepare for a call. The preprocessing state can be attached to a timer. Users can select between different CRM-p<span style="color: #7f7f7f;">hone numbers of the call-r</span>ecipient. Furthermore, the current claimed call can also be skipped.</p> <p><span style="color: #dd8484;">B) Active Conversation (user dials or is calling at the moment)<br /> </span><span style="color: #7f7f7f;">Represents the time span&nbsp;from dialing to finishing the call.</span> </p> <p><span style="color: #dd8484;">C) Post-processing (after the user ends the call<br /> </span><span style="color: #7f7f7f;">R</span>epresents the state when the call is summarized. Setting the call as successful or failed, marks the call as completed. </p> <p><span style="color: #ff0000;">Please note:</span> The time required that a user needs for pre-and post-processing phase of a call will be stored in <em>Actual preparation time</em> or <em>Actual work time</em>.</p> <p><strong></strong> </p> <p><span style="color: #4f81bd;"><span style="font-size: 24px;">❸</span> The New PowerDialing List Statistics -Section</span> </p> <p>In this section, you are provided with a statistic about the PowerDialing List, containing the following information: </p> <ul> <li>name of the power dialing list </li> <li>how many calls of total calls are still left </li> <li>how many left calls are claimed </li> <li>how many finished calls are rescheduled / successful / failed</li> </ul> <p>Furthermore, the call statistic can be switched to <em>ON</em> or <em>OFF</em>. Once activated, the state of the CRM/Dynamics 365 server will be checked by running calculations in the background. This occupies the local processor with additional workload. </p> <p><span style="color: #4f81bd;"><span style="font-size: 24px;">❹</span> Current Call -section<br /> </span>This section shows the current call or a feedback option. If &ldquo;Display CRM Forms&rdquo; is disabled, the CRM call-form will be replaced by a text-editor, which can be filled in by the users and which is saved as the description of the phone-call activity associated with the actual call.</p> <p><strong><span style="font-size: 16px;"><br /> How to close PowerDialer</span></strong> </p> <p>To close the Power Dialer Workplace window, the Power Dialer needs to be in preprocessing state. Closing the window during an active conversation or postprocessing phase is not possible.&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #ff0000;">Please note:</span> After closing the window, the TelephoneIntegration balloon is enabled again.</p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>! </p>9968Getting Started–Post AppSource Installation Steps on TelephoneIntegrationhttps://www.mscrm-addons.com/Blog/PostId/9954/getting-started-appsource-installation-steps-on-telephoneintegrationTI 2015 / 2016Wed, 30 Nov 2016 13:47:09 GMT<p>Thank you for deploying our MSCRM-ADDON TelephoneIntegration to your environment! </p> <p>Still, there are a few brief steps that must be performed in order to finalize the setup. </p> <p><strong>1) Download the TelephoneIntegration Client</strong><br /> &nbsp; &nbsp; &nbsp;Please download and install the TelephoneIntegration Client from our <a href="http://www.mscrm-addons.com/Downloads" style="background-color: #ffffff;">Download Center</a>.</p> <p>&nbsp;&nbsp;&nbsp;&nbsp; This requires a quick and free registration to our Download Center.<br /> &nbsp;&nbsp;&nbsp;&nbsp; If you are already registered, please simply login in order to download our solution.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Figure 1: Register to our Download Center" href="/Portals/0/LiveBlog/2185/clip_image002.jpg"> <img alt="" class="img-responsive" src="/Portals/0/LiveBlog/2185/clip_image002.jpg" /> </a> </div> <p>Figure 1: Register to our Download Center</p> <p><strong>2) Have a look at the TelephoneIntegration Client and User Guide</strong><br /> &nbsp; &nbsp; For more detailed information on the installation process, we highly recommend you to have a look <br /> &nbsp; &nbsp; at the <a href="http://www.mscrm-addons.com/Support/Documentation#TI">TelephoneIntegration Client Installation and User Guide</a> on our website.</p> <p> </p> <p><strong>3) Assign the TelephoneIntegration Client security roles</strong><br /> &nbsp; &nbsp; Last but not least, please assign the following mandatory security role to your users:<br /> &nbsp; &nbsp; &gt; <em>TelephoneIntegration Security Role</em></p> <p><strong>That&rsquo;s it!</strong> Thank you very much for your time! We hope you enjoy TelephoneIntegration! </p> <p>Please also take our survey &amp; get 10 percent discount on your next purchase! </p>9954TelephoneIntegration Client supports SIP Clienthttps://www.mscrm-addons.com/Blog/PostId/9935/telephoneintegration-client-supports-sip-clientTelephoneIntegration (TI),TI 2015 / 2016Tue, 27 Sep 2016 13:23:00 GMT<p>This article outlines how to connect your phone system with TelephoneIntegration, if no TAPI driver can be found. If you cannot find a proper TAPI driver for your VoIP phone system, but his VoIP phone system is based on SIP, then you might find the SIP Client wrapper really helpful.</p> <p><strong>Requirement:</strong> TelephoneIntegration (TI) Client v 7.109 or higher</p> <p><em>Definition of terms: <br /> </em><strong>TAPI</strong> = Telephony Application Programming Interface <br /> <strong>VoIP</strong> = Voice over IP <br /> <strong>SIP</strong>&nbsp;&nbsp; = Session Initiation Protocol <br /> <br /> <strong>How do you know if the SIP Client wrapper is the right tool for you?</strong> <br /> <br /> <strong>A)</strong> Your phone system bases on <em>VoIP</em> ( <a href="http://www.sip.us/sip-vs-voip-whats-difference/">SIP</a>).&nbsp; <br /> You should be able to make phone calls over any other <a href="https://en.wikipedia.org/wiki/List_of_SIP_software">SIP softphone</a> like X-Lite, Zoiper, Linphone, MicroSIP, &hellip; all you need to know is&nbsp;</p> <ul> <li>your SIP Server domain</li> <li>your username and </li> <li>your password. </li> </ul> <p><strong>B) </strong> <br /> If you can give and receive phone calls (by dialing E164 phone numbers and not only SIP addresses) with such SIP softphones, you could use our TI Client with our already built in SIP Client wrapper. That way, our TI Client becomes the SIP softphone.</p> <p>The following VOIP SIP SDKs are compatible with PBX systems:</p> <ul> <li>Cisco UCM </li> <li>Cisco CME</li> <li>Asterisk</li> <li>3CX</li> <li>SwyxWare</li> <li>Aastra Mx-One</li> <li>Kamailo</li> <li>FreeSwitch</li> <li>OpenSIPS</li> <li>FreePBX</li> <li>SipX ECS</li> <li>Trixbox</li> <li>OpenSER</li> <li>PBXnSIP</li> <li>PBXpress </li> </ul> <p>Please click here to get further <a href="http://www.voip-sip-sdk.com/" target="_blank">information</a> on compatible PBXs.</p> <p><strong>How to start the SIP Client wrapper?</strong></p> <p>1) Please open your <em>TI Client settings</em>.</p> <p>2) <em>TI Client (version 7.109 or higher)</em> offers a <em>SIP Client configuration</em> page. To open the page, navigate to the SIP Client-tab (see figure 1) and insert your</p> <ul> <li>username (your current extension number)</li> <li>password and </li> <li>domain </li> </ul> <p><a href="http://mscrm-addons.com/images/blog/files/TI%20Client%20supports%20SIP%20Client.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/TI%20Client%20supports%20SIP%20Client.png"></a><a title="SIP Client configuration page" href="http://mscrm-addons.com/images/blog/files/TI%20Client%20supports%20SIP%20Client.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="TI Client supports SIP Client" src="http://mscrm-addons.com/images/blog/files/TI%20Client%20supports%20SIP%20Client_thumb.png" alt="TI Client supports SIP Client" width="244" height="213" /></a></div> <br /> <em>Figure 1: SIP Client configuration page</em>&nbsp;</p> <p>Transport type and <a href="http://www.voip-sip-sdk.com/p_382-how-to-encrypt-voip-sip-calls-with-rtp-encryption-voip.html">SRTP mode</a> can be set as they are now.</p> <p>3) Save and close the settings and restart TI Client.</p> <p>Please keep in mind that the SIP softphone Client is completely separated from your current softphone Client! This means, if you receive an incoming call, all hitherto existing Clients will react. If you accept the call with your previous systems, TI Client will show the <em>accepted</em> call as <em>missed call</em>.</p> <p><span style="color: #ff0000;">Please note: To avoid this behaviour, it is of upmost importance , that you accept all calls with your TelephoneIntegration Client.</span></p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9935TelephoneIntegration supports UnifiedServiceDesk (USD) https://www.mscrm-addons.com/Blog/PostId/9904/ti-telephone-unified-service-desk-usdTelephoneIntegration (TI),TI 2015 / 2016Tue, 29 Mar 2016 11:32:00 GMT<p><span style="font-size: 11pt;" lang="EN-US">Instead of opening contact/account/lead CRM records in InternetExplorer, the CRM records are opened in the USD client.</span></p> <p class="MsoNormal"><span style="text-decoration: underline;">Requirements:</span></p> <p class="MsoNormal">The USD client must be installed on the local machine.</p> <p class="MsoNormal" style="margin-bottom: 12pt;"><span lang="EN-US">The USD package must be deployed in the CRM organization. </span></p> <p class="MsoNormal"><span lang="EN-US">A TelephoneIntegration Server-side setting key &ldquo;UseUSD&rdquo; must be set with key value &ldquo;true&rdquo;.</span></p> <p class="MsoNormal"><span lang="EN-US"><br /> Also, the CRM / settings / USD needs to be set up properly:<br /> <br /> a. ) CRM administrator must add the USD settings as described in the attached PDF document ( the hard way ) <br /> <br /> OR</span></p> <p class="MsoNormal"><span lang="EN-US"> b.) CRM admin uses the <a href="https://technet.microsoft.com/en-us/library/dn646866">CRM Configuration Migration Tool</a> to import the PTMUSDCTI.zip file. (the easy way )<br /> <br /> Restart of USD client and TI client.</span></p> <p><span style="font-size: 11pt;" lang="EN-US"><br /> </span></p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f3%2fTI_addon_integration_with_Unified_Service_Desk.pdf">TI addon integration with Unified Service Desk.pdf (581.49 kb)</a></p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f3%2fPTMUSDCTI.zip">PTMUSDCTI.zip (74.45 kb)</a></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>9904How 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 add related detail fields for TelephoneIntegrationhttps://www.mscrm-addons.com/Blog/PostId/9842/ti-crm-20132015-how-to-extend-resolved-fieldsTelephoneIntegration (TI),TI 2015 / 2016Mon, 08 Jun 2015 10:48:00 GMT<p>This blog article explains how to add related detail fields to be shown in the TelephoneIntegration (TI) balloon via F<em>etchXML</em>-feature.</p> <p><strong>How does it work?</strong></p> <p><strong></strong>The standard TI Configuration only&nbsp;shows fields from the same entity which can be configured via check boxes in the&nbsp;<em>Server Config</em>.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/Screenshot_17_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/Screenshot_17_1.png"></a><a title="Standard balloon caller information" href="http://mscrm-addons.com/images/blog/files/Screenshot_17_1.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="Screenshot_17" src="http://mscrm-addons.com/images/blog/files/Screenshot_17_thumb_1.png" alt="Screenshot_17" width="168" height="256" /></a></div> <br /> <em>Figure 1: Standard balloon caller information</em><a href="http://mscrm-addons.com/images/blog/files/Screenshot_17_1.png"><br /> </a><br /> TI Server will be&nbsp;equipped with an option to supply one <em>FetchXML </em>command with a <em>GUID </em>placeholder. This placeholder will be replaced with the corresponding entities ID, if a match is resolved. <br /> So we receive 2 groups of detail fields - the&nbsp;original fields (from the originally resolved&nbsp;entity)&nbsp;and related fields (from the related entity).</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_881.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_881.png"></a><a title="Additional Fetch result" href="http://mscrm-addons.com/images/blog/files/image_881.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_854.png" alt="image" width="164" height="250" /></a></div> <br /> <em>Figure 2: Additional Fetch result</em><br /> <a href="http://mscrm-addons.com/images/blog/files/image_881.png"><br /> </a>In our example, we use&nbsp;<em>Contact </em>plus <em>full address</em>. In order to add additional related fields from a different entity, a <em>FetchXML </em>has to be executed.</p> <p>Therefore, TelephoneIntegration Server and Client need to be updated to the latest version.</p> <p><strong>Requirements<br /> </strong><a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2015.aspx">TelephoneIntegration for MS CRM 2015</a> <br /> Server version: v. 2015.5 or higher <br /> Client version: v. 7.7 or higher<br /> <br /> &nbsp;</p> <p><strong>How to&nbsp;add related detail fields to the TI-balloon?</strong></p> <p><strong>1) </strong>First, make sure that you use TI-Server v.2015.5 or higher. If so, please proceed with the next step. If not,&nbsp;<a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2015.aspx">download</a>&nbsp;<strong>the latest TI Server version.&nbsp;<br /> </strong>Once the update has been finished, you will see the following organisation overview. Here, select the appropriate organisation and click on the&nbsp;<em><strong>[Launch config]</strong></em>-button<strong>.</strong><br /> <br /> &nbsp;<a href="http://mscrm-addons.com/images/blog/files/image_875.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_875.png"></a><a title="TelephoneIntegration Organisation overview." href="http://mscrm-addons.com/images/blog/files/image_875.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_848.png" alt="image" width="244" height="126" /></a></div> &nbsp; <br /> <em>Figure 3: TelephoneIntegration Organisation overview.&nbsp;</em> <p><strong>2)</strong> <strong>&nbsp;</strong>The&nbsp;following window appears. Check the entity you would like to work on (here: <em>Contact</em>) and then click on the <em><strong>[Fields]</strong></em>-button that appears next to the entity.&nbsp;</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/image_877.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_877.png"></a><a title="TelephoneIntegration Server Config." href="http://mscrm-addons.com/images/blog/files/image_877.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_850.png" alt="image" width="193" height="244" /></a></div> <br /> <em>Figure 4: TelephoneIntegration Server Config.</em>&nbsp;<br /> <br /> <strong>3)</strong> Now the following window appears. In this window, users can specify the details that should be shown with this entity.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_882.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_882.png"></a><a title="Fields details for default TI balloon caller information." href="http://mscrm-addons.com/images/blog/files/image_882.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_855.png" alt="image" width="490" height="284" /></a></div> <br /> <em>Figure 5: Fields details for default TI balloon caller information.</em></p> <p><span style="color: #ff0000;">Please note: It is possible to display up to three result fields per resolved record!&nbsp;If additional information from&nbsp;related entitiy&nbsp;is needed,&nbsp;the <em>FetchXML </em>is executed and additional fields are added.</span></p> <p>In our example, we also want the <em>FetchXML </em>to return the ticket-number from the last created active case (if the resolved contact is stored in the customer field).</p> <p><strong>4)</strong> To do so, please click on the <em><strong>[Supply custom FetchXML]</strong></em>-button (highlighted in Figure 5) <br /> <strong> <br /> 5)</strong> In the newly opened window, please add the below <em>FetchXML</em>. It is supposed to add additional fields.&nbsp;</p> <p><fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">count="1" &gt; <br /> &nbsp;&nbsp;&nbsp; <entity name="incident"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <attribute name="ticketnumber"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <order attribute="createdon" descending="false"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <filter type="and"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <condition attribute="responsiblecontactid" operator="eq" uitype="contact" value="[GUIDPLACEHOLDER]"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <condition attribute="statecode" operator="eq" value="0"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </condition></condition></filter> <br /> &nbsp;&nbsp;&nbsp; </order></attribute></entity> <br /> </fetch></p> <p>The GUID of the resolved entity record is replaced with {[GIUDPLACEHOLDER]}</p> <p><a href="http://mscrm-addons.com/images/blog/files/Screenshot_21.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Screenshot_21.png"></a><a title="CustomXML dialog" href="http://mscrm-addons.com/images/blog/files/Screenshot_21.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="Screenshot_21" src="http://mscrm-addons.com/images/blog/files/Screenshot_21_thumb.png" alt="Screenshot_21" width="244" height="134" /></a></div> &nbsp;<br /> <em>Figure 6: CustomXML dialog</em></p> <p><span style="color: #ff0000;">Please note: We highly recommend to test the configured FetchXML query. To do so, we recommend the use of FetchXML builder for XrmToolbox http://fxb.xrmtoolbox.com/</span></p> <p><strong>6)</strong> Click on the <em><strong>[OK]</strong></em>-button in order to proceed.&nbsp;</p> <p><strong>7)</strong> Next, download and install the latest TI Client version. (to be found in our <a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2015.aspx">Download area</a>.)</p> <p><strong>8)</strong> Once this is done, please restart the TelephoneIntegration Client and simulate a call from the appropriate contact. To do so, right-click on TI Client Symbol in the StartPane, then click on <em>Setup</em> and search for the Simulator-tab).&nbsp;<br /> A possible result could look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_881.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_881.png"></a><a title="Additional Fetch result" href="http://mscrm-addons.com/images/blog/files/image_881.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_854.png" alt="image" width="164" height="250" /></a></div> <br /> <em>Figure 7: Additional Fetch result</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>9842How 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>9827