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How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only
On April 3, 2013 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber

If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey. Please follow the below steps to do so.

1. Open your CRM in the Internet Explorer

2. Navigate to the CRM Settings

CRM settings

Figure 1: CRM Settings in the CRM sitemap

3. Select MSCRM-ADDONS.com Products from the Extensions in the menu on the left.

MSCRM-ADDONS.com Products

Figure 2: MSCRM-ADDONS.com Products in the CRM Settings

4. Click on the checkbox (1) in front of TelephoneIntegration and then click on the [Edit]-button (2).

TelephoneIntegration in CRM settings

Figure 3: Edit TelephoneIntegration in the CRM Settings

5. A new CRM window will open. Within this window, click on MSCRM-ADDONS.com Settingskeys (1) and then, click on Add New MSCRM-ADDONS.com Settingskeys (2).

TI Settingskeys

Figure 4: View and add settingskeys for TelephoneIntegration in the CRM settings

6. Again, a new window will open. Within this window, insert the name UseOutlookOnly and as KeyValue, insert true. Furthermore, set IsCached to yes. 

create settingskey

Figure 5: Type in the name and key-value of new settingskey

After that, you have to restart the TelephoneIntegration Client. From now on, TelephoneIntegration will open all windows in Outlook without using a browser.

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




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Tagged With: 2011, Client, install, Outlook, setting, TelephoneIntegration, TI

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