News.mscrm-addons.com Blog

TelephoneIntegration Phone Test Tool

Thu, 11 Jul 2019 10:36:04 GMT

This blog article guides you through the test of the compatibility of your phone system with the TelephoneIntegration addon for Microsoft Dynamics 365. For more information, please also have a look at the corresponding documentation.

The tool offers two communication channels. You need only one of them to be able to use our CTI.

Via TAPI
For testing, via TAPI you require a valid TAPI driver from your phone system vendor.

Via SIP
For testing SIP protocol, you need a valid sip user account. For this, you require SIP username, SIP password and SIP domain (PBX server).

The testing consists of 7 steps you have to follow:
1. The tool can be downloaded and downloaded from our website.
2. After the extraction, start the PhoneTest.exe.
3. Select your desired channel of communication (TAPI or SIP).
4. Test an incoming call.
5. Test an outgoing call.
6. Evaluate the results.

Step 1: Download and start the tool
First, please download the ZIP file here, extract and open it by hitting the PhoneTest.exe file. Start the tool and press the [Get Startted]-button.

Step 2: Select the plugin
Next, please choose the plugin interface you want to test.

Step 2: Configure plugin
If selecting TAPI, you need to select your TAPI line provided by your TAPI driver and hit the [Next]-button. Please note: If the selected line cannot be activated, the [Next]-button will stay disabled.

If selecting SIP, you need to type in your SIP credentials – your username, password and the domain as you can see below.

Step 3: Grant access
In the firewall-window please grant access to the phone test tool as you can see in the figure below.

Step 4: Test incoming call
After successful registration with your SIP user account, you can now test an incoming call. Hit the [Continue]-button in order to do that.

Accept or decline the call by clicking one of the buttons.

Figure 8: Test outgoing calls

At the bottom, you will find enabled features listed that were successfully tested.

Figure 9: Successfully tested features

Step 6: Evaluation of all inocoming and outgoing calls
In the end, we evaluate the incoming and outgoing call. We check if the caller/caller number was detected if the Answer/EndCall operation is possible and if we can observe the state of the call. If everything is green, then the TelephoneIntegration addon is compatible with your phone system as you can see in the figure below.

Figure 10: Evaluation of the incoming and outgoing calls

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

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.