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Check Phone System compatibility over TAPI or SIP

Thu, 18 Oct 2018 12:56:28 GMT

Update: To test the compatibility of your phone system, please download the Phone Test Tool. A sptep-by-step user guide is in the ZIP-file included. The tool offers two commmunication channels (TAPI and SIP). You need only one of them to be able to use our CTI addon.

The goal of that blog article is to describe how to easily test whether TelephoneIntegration addon would work with customer PhoneSystem (PBX) either over TAPI or over SIP. This is the easiest 5 minute testing without any deep technical knowledge about TAPI or SIP.

Prerequisites & Checklist

1) Details of phone system:
a. Vendor name:
b. Model name:

2) Is a TAPI driver available for your phone system ? (yes/no)
If you are unsure, please check with your phone system vendor for availability.

3) If #2 is no: Is your phone SIP-based? (yes/no)
If you are unsure, please check with your phone system vendor for details.

4) Depending on Have you been able to verify compatibility using the information below?

Compatibility tests:

In order to make the most out of the call please ensure that a person with rights to download/install software as well as a person familiar with the phone system is available during our call OR has been able to perform the below tests prior to our joint call.

TAPI-driver available for your phone system:

1. After installing and configuring the TAPI – driver for your phone system
2. Start Window Phone Dialer by pressing “Win+R” to call out the Run box, then type “dialer.exe” and hit Enter.

3. Type in the number you want to dial and then go to Tools and select Connect Using as you can see in the figure below.

5. Press Dial. You should see a new Dialing popup as you can see below.

2. Install it and start the X-Lite.exe application

3. Under menu Softphone choose Account Settings

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

Call recording feature for TelephoneIntegration

Mon, 20 Feb 2017 16:11:43 GMT

TelephoneIntegration Client offers the possibility to record and store phone calls in Microsoft Dynamics 365 (CRM). This article outlines how to use this feature.

Please note: The feature only works with SIP Client and was built as an 'always store'-option

How to activate the call recording feature
First, please make sure that you have a local registry key called 'PhoneActionMode' with the value 'true' under
HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient 2011

If you do not have it, simply create a new settingskey.
To do so, please navigate to Settings > MSCRM-ADDONS.com Products and select TelephoneIntegration with a click on it.

Next, click on the [Add New MSCRM-ADDONS.com Settingskey]-button in the command bar.

In the so opened window, insert the following data:

Name PhoneActionMode
IsCached Yes
KeyValue True

For some more detailed information on how to create a settingskey manually, please have a look at this blog article.

This action creates a new context menu item called 'Phone Action > Record'.

How to use the call recording feature
This action creates a new context menu item called 'Phone Action > Record'.
In order to activate the record functionality, simply click on record whenever you would like to record a call.

Figure 1: Phone Action > Record

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 automatically uploaded to the correspondent phone call and saved as a note.

The file's name is built up as follows:

636232020958872265_031668088034.wav
TIMESTAMP_PHONENUMBER.fileformat

Figure 2: Recorded conversation

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

TelephoneIntegration Client supports SIP Client

Tue, 27 Sep 2016 13:23:00 GMT

This article outlines how to connect your phone system with TelephoneIntegration, if no TAPI driver can be found. If you cannot find a proper TAPI driver for your VoIP phone system, but his VoIP phone system is based on SIP, then you might find the SIP Client wrapper really helpful.

Requirement: TelephoneIntegration (TI) Client v 7.109 or higher

Definition of terms:
TAPI = Telephony Application Programming Interface
VoIP = Voice over IP
SIP = Session Initiation Protocol

How do you know if the SIP Client wrapper is the right tool for you?

A) Your phone system bases on VoIP ( SIP).
You should be able to make phone calls over any other SIP softphone like X-Lite, Zoiper, Linphone, MicroSIP, … all you need to know is

your SIP Server domain
your username and
your password.

B)
If you can give and receive phone calls (by dialing E164 phone numbers and not only SIP addresses) with such SIP softphones, you could use our TI Client with our already built in SIP Client wrapper. That way, our TI Client becomes the SIP softphone.

The following VOIP SIP SDKs are compatible with PBX systems:

Cisco UCM
Cisco CME
Asterisk
3CX
SwyxWare
Aastra Mx-One
Kamailo
FreeSwitch
OpenSIPS
FreePBX
SipX ECS
Trixbox
OpenSER
PBXnSIP
PBXpress

Please click here to get further information on compatible PBXs.

How to start the SIP Client wrapper?

1) Please open your TI Client settings.

2) TI Client (version 7.109 or higher) offers a SIP Client configuration page. To open the page, navigate to the SIP Client-tab (see figure 1) and insert your

username (your current extension number)
password and
domain

Figure 1: SIP Client configuration page

Transport type and SRTP mode can be set as they are now.

3) Save and close the settings and restart TI Client.

Please keep in mind that the SIP softphone Client is completely separated from your current softphone Client! This means, if you receive an incoming call, all hitherto existing Clients will react. If you accept the call with your previous systems, TI Client will show the accepted call as missed call.

Please note: To avoid this behaviour, it is of upmost importance , that you accept all calls with your TelephoneIntegration Client.

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