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/Blogmscrm-addons for Microsoft Dynamics 365 - Version Number Guidehttps://www.mscrm-addons.com/Blog/PostId/10020/mscrm-addons-for-microsoft-dynamics-365-version-number-guide*General*Wed, 28 Jun 2017 14:24:58 GMT<p>This article outlines where to find<strong>&nbsp;the version number for each mscrm-addons product</strong>. If you use Microsoft Dynamics CRM 2015 or 2016 please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9829%2fmscrm_addons-2015version-number-guide&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.</p> <p>Click the below link for the addon that you wish to find the version number for:</p> <ul> <li> <a href="#AT">ActivityTools</a></li> <li> <a href="#AE">AttachmentExtractor</a> </li> <li> <a href="#AT">DocumentsCorePack ServerBased</a></li> <li> <a href="#DCPC">DocumentsCorePack Client</a></li> <li> <a href="#GC">GroupCalendar</a></li> <li> <a href="#AT">PowerSearch</a></li> <li> <a href="#AT">SmartBar</a></li> <li> <a href="#TIS">TelephoneIntegration Server</a></li> <li> <a href="#TIC">TelephoneIntegration Client</a></li> </ul> <p><strong>ActivityTools,&nbsp;<span>DocumentsCorePack ServerBased (DCP SB),&nbsp;PowerSearch and SmartBar</span></strong></p> <p>For these four solutions, there is a simple way to find the <span>current&nbsp;</span>version number: &nbsp;O<span>pen your Microsoft Dynamics 365 and navigate to Settings. &nbsp;When you go to Products, you&acute;ll see these four solutions. Select the one you want and you will be provided with the Getting Started window, which contains the version number (see figure 1 - highlighted in yellow). The below example shows the ActivityTools version number, but this way also applies to DocumentsCorePack ServerBased, PowerSearch and SmartBar.&nbsp;</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="mscrm-addons version number for MS Dyn 365" href="/Portals/0/Blog/version_number_MSDyn365/Figure1_version_number.png"> <img alt="mscrm-addons version number for MS Dyn 365" style="width: 548px;" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure1_version_number.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: mscrm-addons version number for MS Dyn 365</em></div> </div> <p>&nbsp;</p> <p id="AE"><strong>AttachmentExtractor</strong></p> <p>If you use the Online version, you don&acute;t need to provide the version number because our support is well aware of it.&nbsp;</p> <p>For the OnPremise version just follow the next steps. &nbsp;​Please look for AttachmentExtractor Installation in the StartPanel.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_759.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a href="/Portals/0/Blog/version_number_MSDyn365/Figure6_AE_Search.png"></a> <a title="Search for the AttachmentExtractor Configuration" href="/Portals/0/Blog/version_number_MSDyn365/Figure6_AE_Search.png"> <img width="212" height="209" title="Search for the AttachmentExtractor Configuration" class="img-responsive" style="border: 0px; background-image: none; padding-top: 0px; padding-right: 0px; padding-left: 0px; display: inline;" alt="Search for the AttachmentExtractor Configuration" src="/Portals/0/Blog/version_number_MSDyn365/Figure6_AE_Search.png" /></a></div> <em>Figure 2: Search for the AttachmentExtractor Configuration</em> <p>&nbsp;</p> <p>Now the following window appears. It shows the&nbsp;<em>AttachmentExtractor version number&nbsp;</em>(highlighted in yellow) for Microsoft Dynamics 365.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_760.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="/Portals/0/Blog/version_number_MSDyn365/Figure7_AE.png"></a><a title="AttachmentExtractor version number" href="/Portals/0/Blog/version_number_MSDyn365/Figure7_AE.png"><img style="width: 600px;" class="img-responsive" alt="AttachmentExtractor version number" src="/Portals/0/Blog/version_number_MSDyn365/Figure7_AE.png" /></a></div> <em>Figure 3: AttachmentExtractor version number&nbsp;</em><br /> <p>&nbsp;</p> <p id="DCPC"><strong>DocumentsCorePack Client (DCP Client)</strong></p> <p id="DCPC"> To verify the current DocumentsCorePack Client version number, start MS Word, navigate to the&nbsp;<em>www.mscrm-addon.com</em>-tab and click on the <em><strong>[DocumentsCorePack Settings]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_763.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_763.png"></a><a title="Open the DCP settings" href="http://mscrm-addons.com/images/blog/files/image_763.png"><img width="435" height="103" title="Open the DCP settings" class="img-responsive" style="border: 0px; background-image: none; padding-top: 0px; padding-right: 0px; padding-left: 0px; display: inline;" alt="Open the DCP settings" src="http://mscrm-addons.com/images/blog/files/image_thumb_736.png" /></a></div> <em>Figure 4: Open the DCP settings</em> <p>&nbsp;</p> <p>In the settings window select the <em>About-</em>tab, where the version number is displayed (see highlighted in yellow).&nbsp;</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP Client version number " href="/Portals/0/Blog/version_number_MSDyn365/Figure3_DCP_Client.png"> <img alt="DCP Client version number" style="width: 548px;" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure3_DCP_Client.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: DCP Client version number&nbsp;</em></div> </div> <p>&nbsp;</p> <p id="GC"><strong>GroupCalendar</strong></p> <p id="GC"><strong></strong>To verify the current&nbsp;GroupCalendar (GC) version number for Microsoft Dynamics 365, open GroupCalendar and click on Settings on the right side (see highlighted below in yellow). The version number is displayed in the window that opens now in the right upper corner (also highlighted in yellow). &nbsp;</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="GroupCalendar version number " href="/Portals/0/Blog/version_number_MSDyn365/Figure2_GC.png"> <img alt="GroupCalendar version number" style="width: 548px;" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure2_GC.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: GroupCalendar version number;</em></div> </div> <p>&nbsp;</p> <p id="TIS"><strong>TelephoneIntegration Server</strong></p> <p id="AE">To verify the current TelephoneIntegration Server (TI Server) version number, start <em>Configuration &ndash;&nbsp;TelephoneIntegration Server&nbsp;for MS Dyn 365</em>&nbsp;from the <em>StartPanel</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_771.png"></a> </p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_771.png"></a><a title="Search for the TI Configuration" href="http://mscrm-addons.com/images/blog/files/image_771.png"><img width="240" height="220" title="Search for the TI Configuration" class="img-responsive" style="border: 0px; background-image: none; padding-top: 0px; padding-right: 0px; padding-left: 0px; display: inline;" alt="Search for the TI Configuration" src="http://mscrm-addons.com/images/blog/files/image_thumb_744.png" /></a></div> <em>Figure 7: Search for the TI Configuration</em></div> <p>&nbsp;</p> <p>The following window appears. It shows the TI Server&nbsp;<em>version number&nbsp;</em>(highlighted in yellow) for MS Dyn 365.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="TI Server version number" href="/Portals/0/Blog/version_number_MSDyn365/Figure5_TI_Server.png"> <img alt="TI Server version number" style="width: 600px;" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure5_TI_Server.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: TI Server version number</em></div> </div> <p>&nbsp;</p> <p id="TIC"><strong>TelephoneIntegration Client</strong></p> <p>To verify the current TelephoneIntegration Client (TI Client) version number, click on the <em>TelephoneIntegration-</em>icon in the taskbar:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_773.png"></a> </p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_773.png"></a><a title=" TelephoneIntegration Client icon" href="http://mscrm-addons.com/images/blog/files/image_773.png"><img width="240" height="167" title=" TelephoneIntegration Client icon" class="img-responsive" style="border: 0px; background-image: none; padding-top: 0px; padding-right: 0px; padding-left: 0px; display: inline;" alt="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_746.png" /></a></div> <em>Figure 9: TelephoneIntegration Client icon</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em><a href="http://mscrm-addons.com/images/blog/files/image_773.png"><br /> </a><br /> This action opens the TI Client balloon. The TelephoneIntegration Client version number can be found on the head of the balloon.</div> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="TI client version number " href="/Portals/0/Blog/version_number_MSDyn365/Figure4_TI_Client.png"> <img alt="TI client version number" width="207" height="207" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure4_TI_Client.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: TI client version number</em></div> </div> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>10020Dialing 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 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>9841MSCRM Addons 2015 and 2015/2016 – Version Number Guidehttps://www.mscrm-addons.com/Blog/PostId/9829/mscrm_addons-2015version-number-guide*General*Wed, 25 Feb 2015 10:51:00 GMT<p><span style="color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++++++++</span></p> <p><span style="color: #ff0000;">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Please note: This article applies to 2015 as well as to CRM 2015/2016</span></p> <p><span style="color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++++++++</span></p> <p>This article outlines where to find<strong>&nbsp;the version number for each mscrm-addons product</strong>. Click the link below for the addon that you wish to find the version number for.</p> <ul> <li> <a href="#AT">ActivityTools</a> </li> <li> <a href="#AE">AttachmentExtractor</a> </li> <li> <a href="#DCPS">DocumentsCorePack ServerBased</a></li> <li> <a href="#DCPC">DocumentsCorePack Client</a></li> <li> <a href="#GC">GroupCalendar</a></li> <li> <a href="#PS">PowerSearch</a></li> <li> <a href="#SB">SmartBar</a></li> <li> <a href="#TIS">TelephoneIntegration Server</a></li> <li> <a href="#TIC">TelephoneIntegration Client</a></li> </ul> <p><strong>ActivityTools</strong></p> <p><span style="color: #ff0000;">Please note: Because there are two different ways to install and integrate ActivityTools, there are also two ways to verify the&nbsp;</span><br /> <span style="color: #ff0000;">current ActivityTools version number. &nbsp;</span></p> <p><span style="text-decoration: underline;"><strong>For 2015:</strong></span> To verify the current <em>ActivityTools version number</em>, start <em>Configuration &ndash; ActivityTools for MS CRM 2015</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><span style="text-decoration: underline;"><strong>For 2015/2016:</strong></span> <br /> <br /> <span style="background-color: #ffff00; color: #000000;">For those who have installed ActivityTools via .exe installer:&nbsp;</span><br /> <br /> To verify the current ActivityTools version number, start <em>Configuration &ndash; ActivityTools for MS CRM 2015/2016</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_757.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_757.png"></a><a title="Search for the ActivityTools Configuration" href="http://mscrm-addons.com/images/blog/files/image_757.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_730.png" alt="image" width="217" height="236" /></a></div> <br /> <em>Figure 1: Search for the ActivityTools Configuration</em></p> <p>Now the following window appears. It shows the <em>ActivityTools version number </em>(highlighted in yellow) for MS CRM 2015.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_758.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_758.png"></a><a title="Organization overview - ActivityTools" href="http://mscrm-addons.com/images/blog/files/image_758.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_731.png" alt="image" width="408" height="151" /></a></div> <br /> <em>Figure 2: Organization overview - ActivityTools</em></p> <p><span style="background-color: #ffff00;">For those who have installed ActivityTools via solution import:&nbsp;</span><br /> <br /> To verify the current <em>ActivityTools version number</em>, open your CRM Settings and navigate to Solutions:<br /> &nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="TI Client version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/2016%2f6%2fSolutions.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f6%2fSolutions.JPG" /></a></div> <br /> <em>Figure 3: Navigate to Solutions</em><br /> &nbsp;<br /> In the solutions, look for the <em>ActivityToolsPluginCore</em>-solution that provides you with the latest version number.<br /> &nbsp;<br /> <img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f6%2fPluginCore.JPG" height="150" /><br /> <em>Figure 4: ActivityTools version number CRM 2015</em></p> <p>Figure 2 and 4 show the latest version number for CRM 2015.&nbsp;</p> <p><span style="background-color: #ccffff;">The version number for MS CRM 2015/2016 is 2015.207.&nbsp;&nbsp;</span></p> <p id="AE"><strong>AttachmentExtractor<br /> <br /> </strong><span style="text-decoration: underline;"><strong>For 2015:</strong></span>&nbsp;To verify the current AttachmentExtractor version number, start <em>Configuration &ndash; AttachmentExtractor for MS CRM 2015</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><span style="text-decoration: underline;"><strong>For 2015/2016:</strong></span>&nbsp;To verify the current AttachmentExtractor version number, start <em>Configuration &ndash; AttachmentExtractor for MS CRM 2015/2016</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_759.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_759.png"></a><a title="Navigate to Solutions" href="http://mscrm-addons.com/images/blog/files/image_759.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_732.png" alt="image" width="212" height="209" /></a></div> <br /> <em>Figure 5: Search for the AttachmentExtractor Configuration</em></p> <p>Now the following window appears. It shows the&nbsp;<em>AttachmentExtractor version number&nbsp;</em>(highlighted in yellow) for MS CRM 2015.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_760.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_760.png"></a><a title="ActivityTools version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_760.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_733.png" alt="image" width="435" height="219" /></a></div> <br /> <em>Figure 6: AttachmentExtractor version number CRM 2015</em><br /> <span style="background-color: #ccffff;">The version number for MS CRM 2015/2016 is 2015.101.&nbsp;</span></p> <p id="DCPS"><strong>DocumentsCorePack ServerBased (DCP SB)</strong></p> <p id="AE"><span style="text-decoration: underline;"><strong>For 2015:</strong></span>&nbsp;To verify the current DocumentsCorePack Server&nbsp;version number, start <em>Configuration &ndash;&nbsp;DocumentsCorePack&nbsp;for MS CRM 2015</em> from the StartPane.&nbsp;</p> <p><span style="text-decoration: underline;"><strong>For 2015/2016:</strong></span>&nbsp;To verify the current&nbsp;DocumentsCorePack Server&nbsp;version number, start <em>Configuration &ndash;&nbsp;DocumentsCorePack&nbsp;for MS CRM 2015/2016</em>&nbsp;from the StartPane. &nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_761.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_761.png"></a><a title="Search for the AttachmentExtractor Configuration" href="http://mscrm-addons.com/images/blog/files/image_761.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_734.png" alt="image" width="220" height="240" /></a></div> <br /> <em>Figure 7: Search for the DocumentsCorePack ServerBased Configuration</em></p> <p>The following window appears. It shows the&nbsp;<em>DCP SB version number&nbsp;</em>(highlighted in yellow) for MS CRM 2015.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_762.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_762.png"></a><a title="AttachmentExtractor version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_762.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_735.png" alt="image" width="436" height="220" /></a></div> <br /> <em>Figure 8: DCP SB version number CRM 2015</em></p> <p><span style="background-color: #ccffff;">The version number for MS CRM 2015/2016 is&nbsp;2015.115.</span></p> <p id="DCPC"><strong>DocumentsCorePack Client (DCP Client)<br /> </strong> To verify the current DocumentsCorePack Client version number, start MS Word, navigate to the&nbsp;<em>www.mscrm-addon.com</em>-tab and click on the <em><strong>[DocumentsCorePack Settings]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_763.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_763.png"></a><a title="Search for the DocumentsCorePack ServerBased Configuration" href="http://mscrm-addons.com/images/blog/files/image_763.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_736.png" alt="image" width="435" height="103" /></a></div> <br /> <em>Figure 9: Open the DCP settings</em></p> <p>In the settings window select the <em>About Documents Core Pack</em>&ndash;tab, where the version number is displayed.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_764.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_764.png"></a><a title="DCP SB version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_764.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_737.png" alt="image" width="432" height="375" /></a></div> <br /> <em>Figure 10: DCP Client version number CRM 2015</em></p> <p><span style="background-color: #ccffff;">The version number for MS CRM 2015/2016 is 7.105.</span></p> <p id="GC"><strong>GroupCalendar<br /> </strong></p> <p id="AE"><span style="text-decoration: underline;"><strong>For 2015:</strong></span>&nbsp;To verify the current&nbsp;GroupCalendar (GC) version number, start <em>Configuration &ndash;&nbsp;GroupCalendar for MS CRM 2015</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><span style="text-decoration: underline;"><strong>For 2015/2016:</strong></span>&nbsp;To verify the current&nbsp;GroupCalendar&nbsp;version number, start <em>Configuration &ndash;&nbsp;GroupCalendar&nbsp;for MS CRM 2015/2016</em> from the&nbsp;<em>StartPane</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_765.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_765.png"></a><a title="Open the DCP settings" href="http://mscrm-addons.com/images/blog/files/image_765.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_738.png" alt="image" width="233" height="240" /></a></div> <br /> <em style="color: #000000;">F</em><em style="color: #000000;">igure 11: Search for the GroupCalendar Configuration</em></p> <p>The following window appears. It shows the GC<em>&nbsp;version number&nbsp;</em>(highlighted in yellow) for MS CRM 2015.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_766.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_766.png"></a><a title="DCP Client version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_766.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_739.png" alt="image" width="425" height="182" /></a></div> <br /> <em>Figure 12: GC version number CRM 2015</em></p> <p><span style="background-color: #ccffff;">The version number for MS CRM 2015/2016 is 2015.101.</span></p> <p id="PS"><strong>PowerSearch<br /> </strong></p> <p id="AE"><span style="text-decoration: underline;"><strong>For 2015:</strong></span>&nbsp;To verify the current PowerSearch (PS) version number, start <em>Configuration &ndash;&nbsp;PowerSearch&nbsp;for MS CRM 2015</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><span style="text-decoration: underline;"><strong>For 2015/2016:</strong></span>&nbsp;To verify the current&nbsp;PowerSearch&nbsp;version number, start <em>Configuration &ndash;&nbsp;PowerSearch&nbsp;for MS CRM 2015/2016</em> from the <em>StartPane</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_767.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_767.png"></a><a title="GC version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_767.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_740.png" alt="image" width="240" height="226" /></a></div> <br /> <em>Figure 13: Search for the PowerSearch Configuration</em></p> <p>The following window appears. It shows the PS<em>&nbsp;version number&nbsp;</em>(highlighted in yellow) for MS CRM 2015.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_768.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_768.png"></a><a title="Search for the PowerSearch Configuration" href="http://mscrm-addons.com/images/blog/files/image_768.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_741.png" alt="image" width="429" height="186" /></a></div> <br /> <em>Figure 14: PS version number CRM 2015</em></p> <p><span style="background-color: #ccffff;">The version number for MS CRM 2015/2016 is&nbsp;2015.102.</span></p> <p id="SB"><strong>SmartBar<br /> </strong></p> <p id="AE"><span style="text-decoration: underline;"><strong>For 2015:</strong></span>&nbsp;To verify the current SmartBar (SB) version number, start <em>Configuration &ndash;&nbsp;SmartBar&nbsp;for MS CRM 2015</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><span style="text-decoration: underline;"><strong>For 2015/2016:</strong></span>&nbsp;To verify the current&nbsp;SmartBar&nbsp;version number, start <em>Configuration &ndash;&nbsp;SmartBar&nbsp;for MS CRM 2015/2016</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_769.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_769.png"></a><a title="PS version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_769.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_742.png" alt="image" width="238" height="240" /></a></div> <br /> <em>Figure 15: Search for the SmartBar Configuration</em></p> <p>The following window appears. It shows the SB&nbsp;<em>version number&nbsp;</em>(highlighted in yellow) for MS CRM 2015.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_770.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_770.png"></a><a title="Search for the SmartBar Configuration" href="http://mscrm-addons.com/images/blog/files/image_770.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_743.png" alt="image" width="434" height="165" /></a></div> <br /> <em>Figure 16: PS version number CRM 2015</em></p> <p><span style="background-color: #ccffff;">The version number for MS CRM 2015/2016 is&nbsp;2015.103.</span></p> <p id="TIS"><strong>TelephoneIntegration Server</strong></p> <p id="AE"><span style="text-decoration: underline;"><strong>For 2015:</strong></span>&nbsp;To verify the current TelephoneIntegration Server (TI Server) version number, start <em>Configuration &ndash;&nbsp;TelephoneIntegration Server&nbsp;for MS CRM 2015</em>&nbsp;from the <em>StartPane</em>.&nbsp;</p> <p><span style="text-decoration: underline;"><strong>For 2015/2016:</strong></span>&nbsp;To verify the current&nbsp;TelephoneIntegration Server&nbsp;version number, start&nbsp;<em>Configuration &ndash;&nbsp;TelephoneIntegration Server&nbsp;for MS CRM 2015</em>&nbsp;from the&nbsp;<em>StartPane</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_771.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_771.png"></a><a title="PS version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_771.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_744.png" alt="image" width="240" height="220" /></a></div> <br /> <em>Figure 17: Search for the SmartBar Configuration</em></p> <p>The following window appears. It shows the TI Server&nbsp;<em>version number&nbsp;</em>(highlighted in yellow) for MS CRM 2015.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_772.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_772.png"></a><a title="Search for the SmartBar Configuration" href="http://mscrm-addons.com/images/blog/files/image_772.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_745.png" alt="image" width="425" height="170" /></a></div> <br /> <em>Figure 18: TI Client version number CRM 2015</em></p> <p><span style="background-color: #ccffff;">The version number for MS CRM&nbsp;2015/2016 is&nbsp;2015.102.</span></p> <p id="TIC"><strong>TelephoneIntegration Client</strong></p> <p>To verify the current TelephoneIntegration Client (TI Client) version number, click on the <em>TelephoneIntegration-</em>icon in the taskbar:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_773.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_773.png"></a><a title="TI Client version number CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_773.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_746.png" alt="image" width="240" height="167" /></a></div> <br /> <em>Figure 19: TelephoneIntegration Client icon</em><a href="http://mscrm-addons.com/images/blog/files/image_773.png"><br /> </a><br /> This action opens the TI Client balloon. The TelephoneIntegration Client version number can be found on the head of the balloon.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_774.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_774.png"></a><a title="TelephoneIntegration Client icon" href="http://mscrm-addons.com/images/blog/files/image_774.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_747.png" alt="image" width="232" height="240" /></a></div> <br /> <em>Figure 20: TI Client version number CRM 2015</em></p> <p><span style="background-color: #ccffff;">The version number for MS CRM 2015/2016 is 7.103.</span></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>9829How 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>9827MSCRM Addons 2011 – Version Number Guidehttps://www.mscrm-addons.com/Blog/PostId/9676/mscrm-addons-2011-–-version-number-guide*General*Wed, 18 Sep 2013 12:33:00 GMT<p>This article describes how to <strong>find out the version number for each mscrm-addons product</strong>.</p> <p><strong>ActivityTools <br /> </strong>To verify the current ActivityTools version number, start &ldquo;Configuration &ndash; ActivityTools for MS CRM 2011&rdquo; from the start menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_172.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_172.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_172.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_169.png" alt="image" width="231" height="313" /></a></div> <br /> <em>Figure 1: Verify version number</em></p> <p>Following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_173.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_173.png"></a><a title="Current ActivityTools version number" href="http://mscrm-addons.com/images/blog/files/image_173.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_170.png" alt="image" width="461" height="190" /></a></div> &nbsp; <br /> <em>Figure 2: Current ActivityTools version number</em></p> <p><strong>AttachmentExtractor <br /> </strong>To verify the current AttachmentExtractor version number, start &ldquo;Installation&ndash; AttachmentExtractor for MS CRM 2011&rdquo; from the start menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_190.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_190.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_190.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_187.png" alt="image" width="227" height="309" /></a></div> <br /> <em>Figure 3: Verify version number</em></p> <p>Following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_191.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_191.png"></a><a title="Current AttachmentExtractor version number" href="http://mscrm-addons.com/images/blog/files/image_191.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_188.png" alt="image" width="459" height="195" /></a></div> <br /> <em>Figure 4: Current AttachmentExtractor version number&nbsp;</em></p> <p><strong>AutoMerge <br /> </strong>To verify the current AutoMerge version number, start &ldquo;Install &ndash; AutoMerge for MS CRM 2011&rdquo; from the start menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_174.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_174.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_174.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_171.png" alt="image" width="225" height="305" /></a></div> <br /> <em>Figure 5: Verify version number</em></p> <p>Following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_175.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_175.png"></a><a title="Current AutoMerge version number" href="http://mscrm-addons.com/images/blog/files/image_175.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_172.png" alt="image" width="467" height="181" /></a></div> <br /> <em>Figure 6: Current AutoMerge version number</em></p> <p><strong>DocumentsCorePack Server <br /> </strong>To verify the current DocumentsCorePack Server version number, start &ldquo;Configuration &ndash; DocumentsCorePack Server for MS CRM 2011&rdquo; from the start menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_176.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_176.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_176.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_173.png" alt="image" width="233" height="317" /></a></div> <br /> <em>Figure 7: Verify version number</em></p> <p>Following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_177.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_177.png"></a><a title="Current DocumentsCorePack Server version number" href="http://mscrm-addons.com/images/blog/files/image_177.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_174.png" alt="image" width="475" height="188" /></a></div> <br /> <em>Figure 8: Current DocumentsCorePack Server version number</em></p> <p><strong>DocumentsCorePack Client <br /> </strong>To verify the current DocumentsCorePack Client version number, start MS Word, click on the &ldquo;www.mscrm-addon.com&rdquo;-tab and open &ldquo;DocumentsCorePack Settings&rdquo;. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_178.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_178.png"></a><a title="DocumentsCorePack settings" href="http://mscrm-addons.com/images/blog/files/image_178.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_175.png" alt="image" width="474" height="81" /></a></div> <br /> <em>Figure 9: DocumentsCorePack settings</em></p> <p>In the settings window select the &ldquo;About Documents Core Pack&rdquo;&ndash;tab and you will see the version number.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_179.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_179.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_179.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_176.png" alt="image" width="433" height="370" /></a></div> <br /> <em>Figure 10: Verify version number</em></p> <p><strong>GroupCalendar</strong> <br /> To verify the current GroupCalendar version number, start &ldquo;Configuration &ndash; GroupCalendar for MS CRM 2011&rdquo; from the start menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_192.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_192.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_192.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_189.png" alt="image" width="241" height="327" /></a></div> <br /> <em>Figure 11: Verify version number</em></p> <p>Following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_181.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_181.png"></a><a title="Current GroupCalendar version number&lt;a href=" href="http://mscrm-addons.com/images/blog/files/image_181.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_178.png" alt="image" width="476" height="200" /></a></div> <br /> <em>Figure 12: Current GroupCalendar version number<a href="http://mscrm-addons.com/images/blog/files/image_181.png"></a></em></p> <p><strong>PowerSearch <br /> </strong>To verify the current PowerSearch version number, start &ldquo;Configuration PowerSearch &ndash; for MS CRM 2011&rdquo; from the start menu. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_182.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_182.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_182.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_179.png" alt="image" width="246" height="336" /></a></div> <br /> <em>Figure 13: Verify version number</em><br /> <br /> Following window appears: <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_183.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_183.png"></a><a title="Figure 14" href="http://mscrm-addons.com/images/blog/files/image_183.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_180.png" alt="image" width="479" height="204" /></a></div> <br /> <em>Figure 14</em><em>: Current version number for PowerSearch</em></p> <p><strong>RecordCounter <br /> </strong>To verify the current RecordCounter version number, start &ldquo;Configuration RecordCounter&ndash; for MS CRM 2011&rdquo; from the start menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_193.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_193.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_193.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_190.png" alt="image" width="247" height="334" /></a></div> <br /> <em>Figure 15: Verify version number</em></p> <p>Following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_185.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_185.png"></a><a title="Current RecordCounter version number" href="http://mscrm-addons.com/images/blog/files/image_185.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_182.png" alt="image" width="473" height="205" /></a></div> <br /> <em>Figure 16: Current RecordCounter version number</em></p> <p><strong>TelephoneIntegration Server</strong> <br /> To verify the current TelephoneIntegration Server version number, start &ldquo;Configuration &ndash; TelephoneIntegration Server for MS CRM 2011&rdquo; from the start menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_186.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_186.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_186.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_183.png" alt="image" width="251" height="338" /></a></div> <br /> <em>Figure 17: Verify version number</em></p> <p>Following window appears.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_187.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_187.png"></a><a title="Current TelephoneIntegration Server version number" href="http://mscrm-addons.com/images/blog/files/image_187.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_184.png" alt="image" width="474" height="188" /></a></div> <br /> <em>Figure 18: Current TelephoneIntegration Server version number</em></p> <p><strong>TelephoneIntegration Client</strong> <br /> Click on the TelephoneIntegration icon in the taskbar.</p> <p>This action will open the TelephoneIntegration Ballon. The TelephoneIntegration Client version number can be found on the head of the Ballon. (See screenshot below, highlighted in yellow)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_189.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_189.png"></a><a title="Verify version number" href="http://mscrm-addons.com/images/blog/files/image_189.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_186.png" alt="image" width="241" height="311" /></a></div> <br /> <em>Figure 19: Verify version number</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>9676How to remove leading digits that are not part of the phone numberhttps://www.mscrm-addons.com/Blog/PostId/9667/tapi-access-code-remove-leading-character-setting-keyTelephoneIntegration (TI),TI 2011Mon, 22 Jul 2013 13:33:00 GMT<p><span style="font-family: arial, helvetica, sans-serif; font-size: 13px;"><span style="font-family: arial, helvetica, sans-serif;">When calling over TAPI line, you sometimes need to predial a specific number to make an external call. In some cases, the TAPI driver is also passing this number to the TelephoneIntegration (TI) Client. If the TI Client Balloon then shows the </span><em><span style="font-family: arial, helvetica, sans-serif;">PREDIAL NUMBER + REGULAR PHONE NUMBER </span></em>instead of only the PHONE NUMBER.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 13px;"><span style="font-family: arial, helvetica, sans-serif;">To solve this issue, you must set 2 </span><a style="font-family: arial, helvetica, sans-serif;" href="http://www.mscrm-addons.com/Blog/PostId/9561/How to create a SettingsKey manually in MS Dynamics CRM 2011">CRM server-side setting keys</a><span style="font-family: arial, helvetica, sans-serif;">.</span></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 13px;">Settingskey 1: <strong>removeLeadingCharacterOnNumber</strong><span lang="en-gb"> with a cached value to <em>true</em><br /> </span></span></p> <p><span style="font-size: 13px;"><span style="font-family: arial, helvetica, sans-serif;">Settingskey 2:&nbsp;</span><span style="font-family: arial, helvetica, sans-serif; color: #000000;"><strong>removeLeadingChars</strong> with a cached value <em>0</em></span></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 13px;">The <em>removeLeadingChars</em>&nbsp;value can vary from case to case. Usually, the outside access numbers vary between 0 (zero) and 9 (nine).</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 13px;"> </span></p> <div style="color: #1f497d; font-family: arial;"><span style="font-size: 13px; color: #333333;">The <em>removeLeadingChars</em>&nbsp;setting allows to define a set of characters to be removed and this characters are separated with a semicolon.</span></div> <div style="color: #1f497d; font-family: arial;"><span style="font-size: 13px; color: #333333;"><br /> (For example 96;9;6;0 means that if a number starts with 96 or 9 or 6 or 0. These numbers will be removed before the search for match in CRM).</span></div> <div style="color: #1f497d; font-family: arial;">&nbsp;</div> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="MSCRM-addons.com Products TelephoneIntegration" href="http://mscrm-addons.com/images/blog/files/2013%2f7%2fRemoveLeadingZeroSetting.PNG"><span style="font-size: 13px;"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fRemoveLeadingZeroSetting.PNG" width="527" height="180" /></span></a></div> </p> <p><em>Figure 1: MSCRM-addons.com Products TelephoneIntegration</em></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9667How to rebuild a phone number index tablehttps://www.mscrm-addons.com/Blog/PostId/9663/how-to-rebuild-phone-number-index-tableTelephoneIntegration (TI),TI 2011Wed, 03 Jul 2013 10:09:00 GMT<p>When phone numbers are not being resolved correctly, the cause is sometimes an incomplete phone number index table (to be found in the&nbsp;<em>MSCRM-ADDONS.com CTI CallInfos</em>)&nbsp;in CRM.&nbsp;</p> <p>It is recommended to rebuild this table from scratch. This includes removing all existing data in that table. To do so, we use the <a title="TI Update Service" href="http://www.mscrm-addons.com/Blog/PostId/9595/The TelephoneIntegration update service">Telephone Integration update service</a>. This article outlines how to do so.&nbsp; </p> <p>1. Start the <em>TelephoneIntegration (TI) Server Configuration Tool</em> and select your CRM organization. Then click on the <em><strong>[Launch config]</strong></em>-button.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Organization Overview" href="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic1.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic1.PNG" width="500" /></a></div> </p> <p><em>Figure 1: Organization Overview</em></p> <p>2. Now click on the&nbsp;[<strong>Configure Service</strong>]-button.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="TelephoneIntegration Setup" href="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic2.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic2.PNG" width="500" /></a></div> </p> <p><em>Figure 2: TelephoneIntegration Setup</em></p> <p><em><br /> </em></p> <p>3. After that, a new window appears.&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="TelephoneIntegration Update Service Configuration" href="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic3.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic3.PNG" width="500" /></a></div> </p> <p><em>Figure 3: TelephoneIntegration Update Service Configuration</em></p> <p>&nbsp;</p> <p>4. Here, check the checkbox next to the <em>Delete existing data-</em>option</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Delete existing data" href="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic4.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic4.PNG" /></a></div> </p> <p><em>Figure 4: Delete existing data&nbsp;</em></p> <p><em><br /> </em></p> <p>5. In the <em>CRM Connection Setup</em>-tab, make sure that you have a valid CRM Connection to the right CRM Organization and that the service is authenticated as a CRM user that has a <em>System Admin Security Role</em>.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="CRM Connection check" href="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic5.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic5.PNG" width="500" /></a></div> </p> <p><em>Figure 5: CRM Connection check</em></p> <p><em><br /> </em></p> <p>6. Press the [<strong>Save Changes</strong>]-button and click on the [<strong>Activate Job</strong>]-button. After few moments, you will see the following update service states:</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="CRM ribbon" href="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic6.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic6.PNG" /></a></div> </p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic7.PNG" /></p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic8.PNG" /></p> <p>7. After configuring the service, click on the [<strong>Cancel</strong>]-button and then click on the [<strong>Close</strong>]-button.</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2013%2f7%2fpic9.PNG" width="500" /></p> <p><em>Figure 6: CRM ribbon</em></p> <p>Finally, make sure that the&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9571/CTI does not resolve phone number">phone number is resolved</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>9663How to assign unresolved numbers to exisiting CRM recordshttps://www.mscrm-addons.com/Blog/PostId/9604/assign-unresolved-numbers-to-exisiting-crm-recordsTelephoneIntegration (TI),TI 2011Tue, 11 Dec 2012 10:10:00 GMT<p>TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.</p> <p>To do so, you simply have to right-click on the number to open the context-menu. Then select the <em>Add to Existing Record</em>-option.</p> <p><a href="http://mscrm-addons.com/images/blog/files/TI_balloon_menu.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_balloon_menu.png"></a><a title="TelephoneIntegration balloon with option to assign unresolved number to existing CRM record or to create new record" href="http://mscrm-addons.com/images/blog/files/TI_balloon_menu.png"><img class="img-responsive" style="border: 0px currentcolor; padding-top: 0px; padding-right: 0px; padding-left: 0px; margin-right: auto; margin-left: auto; display: block; background-image: none;" title="TI_balloon_menu" src="http://mscrm-addons.com/images/blog/files/TI_balloon_menu_thumb.png" alt="TI_balloon_menu" width="231" height="422" /></a></div> </p> <p><em>Figure 1: TelephoneIntegration balloon with option to assign unresolved number to existing CRM record or to create new record</em></p> <p>A search window will open in which you could search for/select the required CRM record. Once found, close the window with a click on the <em><strong>[OK]</strong></em>-button and the number will be automatically added to one of the CRM records phone fields.</p> <p>Please note: These phone fields have to be configured as <em>Search Fields</em> in the TelephoneIntegration Server configuration tool.</p> <p><a href="http://mscrm-addons.com/images/blog/files/TI_search.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_search.png"></a><a title="Search window" href="http://mscrm-addons.com/images/blog/files/TI_search.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: block; float: none; margin-left: auto; margin-right: auto; padding-top: 0px; border: 0px;" title="TI_search" src="http://mscrm-addons.com/images/blog/files/TI_search_thumb.png" alt="TI_search" width="428" height="419" /></a></div> </p> <p><em>Figure 2: Search window </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>9604How to start the TAPI Test Toolhttps://www.mscrm-addons.com/Blog/PostId/9572/tapi-test-toolTelephoneIntegration (TI),TI 2011Mon, 12 Mar 2012 13:06:00 GMT<p>This article describes the two different ways how the TAPI Test Tool can be started.&nbsp;</p> <p>Open the installation path of your TelephoneIntegration (TI) Client and start <em>PTM.TI.TAPI2CallOut.exe&nbsp;</em></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Installation path (TI Client)" href="http://mscrm-addons.com/images/blog/files/2012%2f3%2fTTT1.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f3%2fTTT1.PNG" width="500" /></a></div> </p> <p><em>Figure 1: Installation path (TI Client)</em></p> <p>&nbsp;</p> <p>Now download the TAPI Test tool from <a href="http://www.mscrm-addons.com/Downloads/DownloadFreeToolsForMSCRM2013.aspx" target="_blank">www.mscrm-addons.com</a> and run<em> PTM.TI.TAPI2CallOut.exe</em></p> <p><em><br /> </em></p> <p>After the start, you must select your TAPI line and click on the <em><strong>[Next]</strong></em>-button.</p> <p>If your&nbsp;TAPI line does not show up, make sure that your&nbsp;TAPI driver is properly&nbsp;installed.&nbsp;&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Tapi Test Tool - Select a line" href="http://mscrm-addons.com/images/blog/files/2012%2f3%2fTTT3.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f3%2fTTT3.PNG" width="523" height="423" /></a></div> </p> <p><em>Figure 2: Tapi Test Tool - Select a line</em></p> <p>Now please make an incoming call to your TAPI line. (e.g. from your mobile phone)</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Tapi Test Tool - waiting for an incoming call" href="http://mscrm-addons.com/images/blog/files/2012%2f3%2fTTT4.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f3%2fTTT4.PNG" width="526" height="413" /></a></div> </p> <p><em>Figure 3: Tapi Test Tool - waiting for an incoming call</em></p> <p>&nbsp;</p> <p>As soon as you have accepted the incoming call with your TAPI phone device, end the call, click on the <em><strong>[Next]</strong></em>-button and make one outgoing call back to the number you have previously called from.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Tapi Test Tool - Create outgoing call" href="http://mscrm-addons.com/images/blog/files/2012%2f3%2fTTT5.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f3%2fTTT5.PNG" width="525" height="339" /></a></div> </p> <p><em>Figure 4: Tapi Test Tool - Create outgoing call</em></p> <p>After accepting the outgoing call by your mobilephone, end the call, click on the <em><strong>[Next]</strong></em>-button and email the content of your TAPI testing to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>. </p> <p>Usually, there should be logging information by incoming and outgoing calls. </p> <p>If not, please make sure that you have no lack in access/monitor rights to your TAPI line.</p> <p>&nbsp;</p> <p>In general, the TAPI driver is delivering 3 types of messages we rely on:</p> <ul> <li><strong>PH_E_OnCallerID</strong>&nbsp;-&gt; contains the number of the caller who initiates the call</li> <li><strong>PH_E_OnCalledID</strong>&nbsp;-&gt; contains the number that is being called</li> <li><strong>PH_E_OnCallState</strong>&nbsp;-&gt; contains the state ID which can be</li> </ul> <div> <ul> <li style="text-align: left;">0 for disconnected call state</li> <li style="text-align: left;">1 for connected call state</li> <li style="text-align: left;">2 or 3 or 12 for dialing out call state</li> <li style="text-align: left;">6 for offering call state</li> <li style="text-align: left;">4 for remote party disconnected call state</li> </ul> </div> <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>.&nbsp;</p>9572CTI does not resolve phone numberhttps://www.mscrm-addons.com/Blog/PostId/9571/cti-does-not-resolve-phone-numberTelephoneIntegration (TI),TI 2011Fri, 02 Mar 2012 13:46:00 GMT<p>If the calling/called phone number is stored in Microsoft Dynamics CRM, then the number should be resolved to the corresponded CRM record. If the number does not resolve, make sure that the number is stored in the "<em>MSCRM-ADDONS.com CTI CallInfos</em>" entity.&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Advanced Find" href="http://mscrm-addons.com/images/blog/files/2012%2f3%2fAdvancedSearch1.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f3%2fAdvancedSearch1.PNG" width="443" height="289" /></a></div> </p> <p><em>Figure 1: Advanced Find</em></p> <p>To do so, go to the Advanced Find and look for the number 31668088036. With a click on the <em><strong>[Results]</strong></em>-button, you should get at least one found record.</p> <p>In the <em>phonenumber</em> collumn you can see the full canonical format of the number with Country Code.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Advanced Find with records" href="http://mscrm-addons.com/images/blog/files/2012%2f3%2fAdvancedRes1.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f3%2fAdvancedRes1.PNG" /></a></div> </p> <p><em>Figure 2: Advanced Find with records</em></p> <p>There are two possible scenarios how to proceed now.&nbsp;</p> <p><strong>Scenario 1: You did not get any result from your search</strong></p> <p>If you did not get any results for the number in the AdvancedFind, check your <em>fields.xml</em> setting. There, make sure that the number is stored in the correct&nbsp;<em>entity / searchfield.</em></p> <p>For example, the number could have been saved in the <em>ContactEntity</em>&nbsp;in the mobilephone field, which is not the searchfield you were running your search on. <br /> <br /> If so, the mobilephone field could be found in fields.xml setting under <contact><searchfields>telephone1,telephone2,<strong>mobilephone</strong>,...</searchfields></contact></p> <p>To solve the issue, simply delete the phone number in the mobilephone field and store the number again in the phonenumber field. Go back to the Advanced Find and check the phonenumber in <em>MSCRM-ADDONS.com CTI CallInfos</em> entity.</p> <p>The number should now be stored in the correct entity in its full canonized form. If it were still not visible, something could be wrong with the&nbsp;<em>CRM Asynchronous services</em>. Make sure that these services are running.</p> <p><strong>Scenario 2: You did get a result from your search</strong> </p> <p>If AdvancedFind returns at least one record that matches our number, then something is wrong with the TI Client. Make sure that the calling party phone number is not an internal number. If it is not, activate debugging and make one incoming or outgoing calll with that number. Please send us the so generated log file.</p> <p><span style="color: #ff0000;">Please note: The shorter the log file, the sooner the developer finds the essential data to solve the problem.&nbsp;</span></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9571What to do if the TAPI wrapper is not working properlyhttps://www.mscrm-addons.com/Blog/PostId/9559/the-tapi-wrapper-is-not-working-properlyTelephoneIntegration (TI),TI 2011Mon, 28 Nov 2011 12:35:00 GMT<p><span style="font-size: small; font-family: 'Times New Roman';"> </span><span lang="EN-US" style="color: black;">CTI 2011 TAPI wrapper needs a <strong><span>TAPI driver</span></strong> that is suitable to your Phone PBX server. </span></p> <p><span lang="EN-US" style="color: black;">Each PBX phone-system vendor has its own TAPI driver. </span></p> <p><span lang="EN-US" style="color: black;">Our TAPI wrapper has not an active role on the TAPI lines, it is just a passive listener to random TAPI driver events and eventually, it triggers them in case of outgoing calls, accepting the incoming offers.</span></p> <p><span lang="EN-US" style="text-decoration: underline; color: red;">To make sure that you have a valid TAPI driver installed</span><span lang="EN-US" style="color: black;">, you should be able to use it with <em><span>windows dialer.exe</span></em>. If you cannot use <em>dialer.exe</em> over your TAPI line, then CTI 2011 TAPI wrapper will also not be possible.</span></p> <p><span lang="EN-US" style="color: black;"><span style="font-family: Verdana, sans-serif;">Go to the start panel and run </span><strong><span>telephon.cpl</span></strong>. A<span style="font-family: Verdana, sans-serif;">dd your TAPI driver and configure it to your needs. </span></span></p> <p><span lang="EN-US" style="color: black;">Now again go to the start panel and run dialer.exe. You should be able to make a successful outgoing call by using your TAPI line. </span></p> <p><span lang="EN-US" style="color: black;">Call your mobile phone number. If it rings, the TAPI driver is definitely okay.</span></p> <p>Now install TelephoneIntegration (TI) 2011 (Client) and activate the TAPI layer during the installation with the corresponding TAPI line.</p> <p>If it seems that the TI 2011 Client is not working correctly (for example, if the call direction is not correct), please go to the <a href="http://www.mscrm-addons.com/">www.mscrm-addons.com</a>&nbsp;homepage. In the download section, install our free <em>TAPI Test Tool</em>. Although the TAPI driver seems to make an outgoing call&nbsp;and accept an incoming call, it could be using a wrong connection in the background.</p> <p>Simply start the TAPI Test Tool and run a test by making first an&nbsp;incoming call and then an outgoing call.</p> <p>Please copy the content of events for each action and send it&nbsp;to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <p>So we will see which events are passed from TAPI driver by making an outgoing call and which event for getting an offering and accepting the call.</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>9559Calling out from a CRM Entity by pressing the [Call Number]-button triggers no reactionhttps://www.mscrm-addons.com/Blog/PostId/9558/calling-out-from-crm-entity-by-pressing-call-number-button-triggers-no-reactionTelephoneIntegration (TI),TI 2011Mon, 28 Nov 2011 12:30:00 GMT<p>If you outgoing calls are successful when made from CTI client, but not from the CRM entity, simply check the Internet Explorer Security Options. Please make sure that your CRM Server is included in the <em>Trusted Sites Zone</em>.</p> <p>If it is correctly added, but it still does not seem to triggers any reaction, please activate debugging and erase all existing logs.</p> <p>Then, try an outgoing call from within your CRM entity and send the log file to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</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>9558