TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.

It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2011 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2011 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel here.

Within the TelephoneIntegration user interface, called balloon, it is possible to search for CRM-records (accounts, contacts, users, etc.) or for telephone numbers. The found records and telephone numbers are displayed within this balloon and users are able to perform outgoing calls immediately simply by clicking on the displayed record. There is no need to explicitly open CRM to start outgoing calls. The menu opened via a right-click on the displayed record offers the possibility to copy the telephone number or to open the record in CRM.

Introduction:

The following article outlines, how TelephoneIntegration Client is installed unattended. This enables installing the CTI client via policy or automatic install scripts.