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/BlogDialing 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 boost your marketing campaigns in MS Dynamics 365 with PowerDialer for TelephoneIntegrationhttps://www.mscrm-addons.com/Blog/PostId/9970/how-to-boost-your-marketing-campaings-with-powerdialerTI 2015 / 2016Tue, 10 Jan 2017 09:42:47 GMT<p>Our MSCRM-ADDON <a href="https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02?tab=Overview">TelephoneIntegration</a> offers lots of valuable features that will boost your daily phone tasks and track your phone call activities in Microsoft Dyamics 365 (CRM). </p> <p>One of them is the PowerDialer. Learn more about how to enable/disable the Power Dialer for TelephoneIntegration in <a href="http://www.mscrm-addons.com/Blog/PostId/9811/power-dialing-setting-key-telephoneintegration" target="_blank">this blog article</a>. </p> <p>&nbsp;</p> <p>Basically, the Power Dialer enables you to work with semi-automated call queues. </p> <p>Power dialing usually bases on Microsoft Dynamics CRM / Dynamics 365 Campaign Activities or on a custom<em> Power Dialer List</em> entity. </p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="PowerDialing Functionalities" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_5.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb_5.png" /> </a> </div> Figure 1: PowerDialing Functionalities <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Campaign based activity based on Power Dialing" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_4.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_thumb_4.png" /> </a> </div> Figure 2: Campaign based activity based on Power Dialing <p>&nbsp;</p> <p>A server-side integration allows to mark Microsoft Dynamics CRM / Dynamics 365 Campaign/Campaign Activities as <em>Power Dialer lists</em>. <br /> The TelephoneIntegration Client can attach to them and process the calls saved in these power dialing lists according to their settings. </p> <p>The base for the Power Dialer is the extended CRM Campaign/Campaign Activity entity. <br /> The Power Dialer processes the phone calls created in the CRM call-campaign-activity. <br /> The term <em>Power dialing list</em> refers to a CRM call-campaign-activity, marked as Power Dialing list. </p> <p>Users participating in the Power Dialer are defined via the ownership of the created phone calls of a CRM call-campaign-activity. <br /> This is either a specific user or a team. To assign multiple persons to a Power Dialer, the creation of a team in the Microsoft Dynamics 365 (CRM) settings-area is mandatory. </p> <p>To create a campaign activity based Power dialer list, you have to follow the below steps:</p> <p><span style="font-size: 24px; color: #4f81bd;">❶</span> Create a marketing list of selected contacts, leads or accounts. </p> <p><span style="font-size: 24px; color: #4f81bd;">❷</span> Create a campaign and add the previously created marketing list. </p> <p><span style="font-size: 24px; color: #4f81bd;">❸</span> Create a campaign activity and distribute it to marketing list members by using the phone channel.</p> <p>Power Dialer also offers the possibility to create a Power dialer list based on custom power dialer list entities. <br /> This requires a little bit more attention. For further information on how to do so, please have a look at <a href="http://www.mscrm-addons.com/Blog/PostId/9969/how-to-create-a-PowerDialer-list-based-on-the-custom-PowerDialer-list-entity" target="_blank">this blog article</a>. </p> <p>Or simply start by gathering more information about how to work with PowerDialer <a href="http://www.mscrm-addons.com/Blog/PostId/9968/how-to-work-with-PowerDialer" target="_blank">here</a>. </p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>! </p>9970PhoneCall from/to fields are not populatedhttps://www.mscrm-addons.com/Blog/PostId/9860/phonecall-fromto-fields-are-not-populatedTelephoneIntegration (TI),TI 2013Thu, 08 Oct 2015 13:56:00 GMT<p>When you open a new PhoneCall activity (without the <em>always store</em> option), the TelephoneIntegration (TI) Client automatically fills the <em>from</em> and <em>to</em> field with the actual sender and the recipient. The functionality is provided with the TelephoneIntegrationServerCore2013.16 solution.</p> <p>If it does not work, you must check the <em>checkSender function</em>.</p> <p>To do so, open the <em>PhoneCall Information Form</em>. Make sure, that in case of an <em>OnLoad event</em> the <em>checkSender function </em>is called from the <em>ptm_PhoneCallDirection</em>.</p> <p><a href="http://mscrm-addons.com/BlogEngine.NET/images/blog/files/2015%2f10%2fcheckSenderScript.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2015%2f10%2fcheckSenderScript.PNG" width="314" height="187" /></a></p> <p><em>Figure 1: PhoneCall Information Form</em></p> <p>&nbsp;</p> <p>The content of the<em> checkSender function</em> must look like this:</p> <p style="padding-left: 30px;">function checkSender()<br /> {<br /> &nbsp;&nbsp;&nbsp; try<br /> &nbsp;&nbsp;&nbsp; {<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; if (!(window.location.search.match('&amp;id=')))<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; {&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; if (window.location.search.match('actualdurationminutes=-')) <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; {<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; if (Xrm.Page.data.entity.attributes.get("directioncode").getValue())<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; {<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var from = Xrm.Page.data.entity.attributes.get("ownerid").getValue();<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Xrm.Page.data.entity.attributes.get("from").setValue(from);<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; }<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; else<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; {<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var from = Xrm.Page.data.entity.attributes.get("ownerid").getValue();<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var to = Xrm.Page.data.entity.attributes.get("to").getValue();</p> <p style="padding-left: 30px;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Xrm.Page.data.entity.attributes.get("from").setValue(to);<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Xrm.Page.data.entity.attributes.get("to").setValue(from);<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;}<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;name = "actualdurationminutes";<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;var regex = new RegExp("[\\?&amp;]" + name + "=([^&amp;#]*)");<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var results = regex.exec(window.location.search);&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; var dur = parseInt(results[1].replace(/\+/g, ""));<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Xrm.Page.data.entity.attributes.get("actualdurationminutes").setValue(dur * -1);&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; }<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; }<br /> &nbsp;&nbsp;&nbsp; }<br /> &nbsp;&nbsp;&nbsp; catch (e) {}<br /> }<br /> <br /> </p> <p>Please do also check the <em>PhoneCall Standard form</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>9860Error message: ...is missing prvReadptm_ticallinfodata privilege https://www.mscrm-addons.com/Blog/PostId/9855/is-missing-prvreadptm_ticallinfodata-privilegeTelephoneIntegration (TI),TI 2011,TI 2013,TI 2015 / 2016Wed, 19 Aug 2015 16:41:00 GMT<p><strong>Error message:</strong></p> <p><em>Principal user (Id=56f329cd-2a1f-e511-8118-c4346bad624c, type=8) is missing prvReadptm_ticallinfodata privilege (Id=f83d0785-3924-421b-ad25-9ee898c13b7d)&nbsp;</em></p> <p><strong>Solution:</strong></p> <p>Please make sure, that the user who uses te TelephoneIntegration license, has the following 2 security roles:</p> <ul> <li><em>TelephoneIntegration security role</em></li> <li><em>MSCRM-ADDONS general security role</em></li> </ul> <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>9855How to get the right TAPI driverhttps://www.mscrm-addons.com/Blog/PostId/9851/telephoneintegration-how-to-get-the-right-tapi-driverTelephoneIntegration (TI),TI 2013,TI 2015 / 2016Mon, 27 Jul 2015 14:23:00 GMT<p>The TAPI driver is a component beyond our control, as it is provided by the phone vendor and, similar to a device driver, the TAPI driver connects a physical phone device with a windows operating system.<br /> &nbsp;&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_928.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_928.png"></a><a title="The TAPI connection" href="http://mscrm-addons.com/images/blog/files/image_928.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_901.png" alt="image" width="311" height="376" /></a></div> &nbsp; <br /> <em>Figure 1: The TAPI connection</em></p> <p>The TAPI driver is required to be setup and working, as we do not have knowledge about the devices and the drivers to support those. <br /> <br /> <span style="color: #ff0000;">Please note: Please consult your TAPI driver supplier for setting up and configuring the TAPI driver correctly. We cannot support phone systems TAPI drivers, only phone system vendor can do that, as they programmed them.<br /> &nbsp;</span></p> <p>Experience has shown, that several TAPI drivers require local administrator rights to be functional.</p> <p>Always, as a first level of proof, make sure, the windows dialer (dialer.exe on the command line) is able to properly see and access the existing phone system line.</p> <p>As long as the driver is not visible to the windows dialer, the TelephoneIntegration Client will not be able to interact with it as well.<br /> <br /> <br /> If your TAPI line will work with our Telephone Integration Client, you can also test with the <em>ATAPI Tester tool</em>. Initialize the TAPI line, dial out and in and send us the data to verify the compatibility.</p> <p><a href="http://mscrm-addons.com/images/blog/files/2016/5/ATAPI%20Tester.zip">ATAPI Tester.zip (1.10 mb)</a>&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>.&nbsp;</p>9851How 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>9841Skype plugin is not showing call infohttps://www.mscrm-addons.com/Blog/PostId/9834/telephoneintegration-skype-plugin-is-not-showing-call-infoTelephoneIntegration (TI),TI 2013,TI 2015 / 2016Tue, 14 Apr 2015 09:44:00 GMT<p>This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.</p> <p>Please check your current Skype desktop Client version and make sure that is not higher than version 6.21.</p> <p>The Skype desktop API commands for calls are broken in both 6.22 and 7.0. Skype developers are working to fix the problem. In the meantime, please use Skype <a href="http://web.archive.org/web/20141213144457/http:/download.skype.com/msi/SkypeSetup_6.21.0.104.msi">version 6.21</a>.</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>9834How 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>9827How to create custom activities and/or entities?https://www.mscrm-addons.com/Blog/PostId/9820/ti-client-how-to-create-customized-activities-andor-entitiesTelephoneIntegration (TI),TI 2013,TI 2015 / 2016,TI 365Mon, 05 Jan 2015 14:21:00 GMT<p>This blog article outlines how to<strong> customize the TelephoneIntegration Context Menu to create new activities and/or entities. </strong></p> <p><strong>Requirements:</strong> TelephoneIntegration Client v.6.20 or higher</p> <p><strong>Examples:</strong>&nbsp;There are several CRM-functionalities available in the context menu of a phone call.</p> <ul> <li> <div>Per default, the following <strong>Activity Types</strong> are available as CRM standard:</div> </li> </ul> <p> <a href="http://mscrm-addons.com/images/blog/files/image27_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/image27_1.png"></a><a title="Standard Activity type in the context menu of TI Client." href="http://mscrm-addons.com/images/blog/files/image27_1.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/image27_thumb_1.png" alt="image" width="405" height="296" /></a></div> &nbsp; <br /> <em>Figure 1: Standard Activity type in the context menu of TI Client.</em> </p> <ul> <li> <div>But you can expand the default by creating&nbsp;<strong>custom activities,</strong>&nbsp;like for example <em>Create Lynch Chat</em> and <em>Create Campaign Response</em>.</div> </li> </ul> <p> <a href="http://mscrm-addons.com/images/blog/files/image_724.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_724.png"></a><a title="Custom entity types in the context menu of TI Client." href="http://mscrm-addons.com/images/blog/files/image_724.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_697.png" alt="image" width="401" height="252" /></a></div> </p> <p><em>Figure 2: Custom entity types in the context menu of TI Client.</em></p> <p>&nbsp;</p> <p><strong>How to create custom activites and/or entities&nbsp;</strong></p> <p>To create a new custom activity and/or entity, you have to add a new <em>Settingskey</em>. To do so, please open your CRM and navigate to&nbsp;<em>Settings.&nbsp;</em></p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_725.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_725.png"></a><a title="Open settings" href="http://mscrm-addons.com/images/blog/files/image_725.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_698.png" alt="image" width="349" height="57" /></a></div> <br /> <em>Figure 3: Open settings</em> </p> <p>In the <em>settings</em>, double-click on <em>TelephoneIntegration.</em></p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_726.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_726.png"></a><a title="Select TelephoneIntegration" href="http://mscrm-addons.com/images/blog/files/image_726.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_699.png" alt="image" width="346" height="170" /></a></div> <br /> <em>Figure 4: Select TelephoneIntegration</em> </p> <p>In the main navigation section at the top, click on the <em>TelephoneIntegration </em>drop-down and select the <em>MSCRM-ADDONS.COM Settingskeys.</em></p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_727.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_727.png"></a><a title="MSCRM-ADDONS.COM Settingskeys" href="http://mscrm-addons.com/images/blog/files/image_727.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_700.png" alt="image" width="347" height="68" /></a></div> <br /> <em>Figure 5: MSCRM-ADDONS.COM Settingskeys</em> </p> <p>In the next window, click on the <em><strong>[+ADD NEW MSCRM-ADDONS.com Settingskey]</strong></em>-button.&nbsp;</p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_728.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_728.png"></a><a title="[%20ADD NEW MSCRM-ADDONS.com Settingskey]" href="http://mscrm-addons.com/images/blog/files/image_728.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_701.png" alt="image" width="345" height="158" /></a></div> <br /> <em>Figure 6: [+ADD NEW MSCRM-ADDONS.com Settingskey]</em> </p> <p> Next, type in following: <br /> - <strong>Name*</strong>: <em>customentities.xml</em> (This is the key value Name) <br /> -<strong> IsCached*</strong>: <em>Yes </em> <br /> - <strong>KeyValue: </strong><em>see figure 7, 8 and 9</em> </p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_730.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_730.png"></a><a title="SettingsKey - General window" href="http://mscrm-addons.com/images/blog/files/image_730.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_703.png" alt="image" width="348" height="271" /></a></div> <br /> <em>Figure 7: SettingsKey - General window</em> </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Key value - explained" href="http://mscrm-addons.com/images/blog/files/image_702.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_702.png" alt="image" width="344" height="291" /></a></div> </p> <p><em>Figure 8: Key value - enlarged</em></p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_731.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_731.png"></a><a title="Key value - enlarged" href="http://mscrm-addons.com/images/blog/files/image_731.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_704.png" alt="image" width="481" height="172" /></a></div> <br /> <em>Figure 9: Key value - explained&nbsp;</em> </p> <p>&nbsp;</p> <p><strong>Custom Entities KeyValue:</strong></p> <p>In order to create <em>custom entities</em>, please use the following <em>KeyValue</em>. This example shows the KeyValues for&nbsp;<em>Goal</em>&nbsp;and <em>Currency</em>.&nbsp;</p> <p>customentities.xml</p> <p> &lt;?xml version="1.0" encoding="utf-8"?&gt;<br /> &lt;customentities&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;transactioncurrency&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;displayname&gt;Currency&lt;/displayname&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;phonefield&gt;currencyname&lt;/phonefield&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;/transactioncurrency&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;goal&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;displayname&gt;Goal&lt;/displayname&gt;<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;phonefield&gt;title&lt;/phonefield&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;/goal&gt;<br /> &lt;/customentities&gt; </p> <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>9820How to set restrictions for dialing from a related CRM-record?https://www.mscrm-addons.com/Blog/PostId/9791/crm-2013-how-to-set-restrictions-for-dialing-from-a-related-crm-recordTelephoneIntegration (TI),TI 2013Fri, 11 Apr 2014 10:00:00 GMT<p>Generally, TelephoneIntegration allows users to dial from related CRM-records. But users also have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).</p> <p><strong>Requirements:</strong> TelephoneIntegration</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_562.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_562.png"></a><a title="Outgoing call from an opportunity without restrictions, displaying all available related phone numbers." href="http://mscrm-addons.com/images/blog/files/image_562.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_535.png" alt="image" width="191" height="416" /></a></div> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br /> <br /> <em>Figure 1: Outgoing call from an opportunity without restrictions, displaying all available related phone numbers.</em><br /> <br /> &nbsp;<a href="http://mscrm-addons.com/images/blog/files/image41.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image41.png"></a><a title="Outgoing call from an opportunity with restrictions, not displaying related contacts and leads." href="http://mscrm-addons.com/images/blog/files/image41.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/image41_thumb.png" alt="image" width="210" height="417" /></a></div> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> <em>Figure 2: Outgoing call from an opportunity with restrictions, not displaying related contacts and leads. </em><em> <br /> </em><br /> <br /> </p> <p>In order to set restrictions, you have to create a new <em>settingskey </em>for <em>TelephoneIntegration</em>.&nbsp;</p> <p><strong>1.</strong>&nbsp;To create a new <em>settingskey</em>, follow the steps in <a href="http://www.mscrm-addons.com/Blog/PostId/9754/How to create a SettingsKey manually in MS Dynamics">this article</a>.</p> <p><strong>2.</strong> Insert the following structure for your new <em>settingskey</em>:</p> <p><strong>Name*:</strong> <em>DFR_Disable_{entity name} </em> <br /> <strong>KEyValue:</strong> <em>entity name1;entity name2; entity name3 </em> <br /> Furthermore, set <em>IsCached</em>&nbsp;as <em>yes</em>&nbsp;<br /> <br /> In our example (dialing out starting from an opportunity, accounts should be displayed, but not the related contacts and leads), we have to type in the following structure:</p> <p><em>&lt; DFR_Disable_opportunity, contact;lead &gt;</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_559.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_559.png"></a><a title="Newly created settingskey" href="http://mscrm-addons.com/images/blog/files/image_559.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_532.png" alt="image" width="408" height="265" /></a></div> <br /> <em>Figure 3: Newly created settingskey</em></p> <p>If you want to disable all subrelated data records (meaning that you do not want any related record to be displayed), you have to insert a&nbsp;<em>*</em>&nbsp;into the <em>KeyValue</em>-field and <em>DFR_Disable_opportunity</em>&nbsp;into the <em>Name</em>-field.</p> <p><strong>3.</strong> Result</p> <p>If you now call out from <em>Opportunity</em>,&nbsp;the TI balloon will only display accounts, but not the related contacts and leads.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_560.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_560.png"></a><a title="Opportunity" href="http://mscrm-addons.com/images/blog/files/image_560.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_533.png" alt="image" width="414" height="210" /></a></div> <br /> <em>Figure 4: Opportunity</em><a href="http://mscrm-addons.com/images/blog/files/image_560.png"><br /> <br /> </a></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_561.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_561.png"></a><a title="Outgoing call from an opportunity with restrictions, not displaying related contacts and leads." href="http://mscrm-addons.com/images/blog/files/image_561.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_534.png" alt="image" width="247" height="490" /></a></div> <br /> <em>Figure 5: Outgoing call from an opportunity with restrictions, not displaying related contacts and leads.</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>9791How TelephoneIntegration Client works with Outlook Clienthttps://www.mscrm-addons.com/Blog/PostId/9771/how-telephoneintegration-client-works-with-outlook-clientTelephoneIntegration (TI),TI 2011,TI 2013Mon, 27 Jan 2014 12:09:00 GMT<p>This article outlines&nbsp;<strong>how TelephoneIntegration Client works with Outlook client. </strong>Available for <strong>TelephoneIntegration Client v5.54</strong> and higher.</p> <p>TelephoneIntegration can popup CRM forms also in Outlook client instead in Internet Explorer browser.</p> <p>This feature is activated with a CRM server-side settingkey. <br /> (For detailed information, please read more about "Using TelephoneIntegration for MS CRM 2013 for Outlook only: <a href="http://www.mscrm-addons.com/Blog/PostId/9770/Using-TelephoneIntegration-for-MS-CRM-2013-with-MS-Outlook-only">http://mscrm-addons.com/post/2014/01/27/Using-TelephoneIntegration<br /> -for-MS-CRM-2013-with-MS-Outlook-only.aspx</a></p> <p>Using TelephoneIntegration for MS CRM 2011 for Outlook only: <a href="http://www.mscrm-addons.com/Blog/PostId/9638/How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only">http://blogs.mscrmaddons.com/post/2013/04/03/Using-TelephoneIntegration<br /> -with-MS-Outlook-only.aspx</a>&nbsp; )</p> <p>Please note,&nbsp;that TelephoneIntegration client is not accessing the Outlook client over any API, since Outlook does not provide suitable API interfaces.</p> <p>It is simply opening the Outlook client process with a parameter that resembles a CRM entity URI.</p> <p>For example, the following URI address represents a PhoneCall URL in an online CRM organisation</p> <p><a href="https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321">https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321</a></p> <p>In the past the TI client opened the form in Internet Explorer by calling the iexplore.exe process with the URL address as parameter.</p> <p>C:\Program Files\iexplore.exe URL</p> <p>C:\Program Files\iexplore.exe</p> <p><a href="https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321">https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321</a></p> <p>Instead of passing the URL to iexplore.exe process, we pass it now to outlook.exe process</p> <p>C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Microsoft Office 2013\outlook.exe URL</p> <p>C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Microsoft Office 2013\outlook.exe</p> <p><a href="https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321">https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&amp;pagetype=entityrecord&amp;extraqs=phonenumber%3D0321321</a></p> <p>You can verify this by simply starting Command Prompt window and starting the Outlook client with CRM URL record.</p> <p><strong>Attention! </strong></p> <p>Customized CRM Ribbons might interfere with the way outlook opens CRM Related URLs via external calls (As we open the CTI windows). If you face troubles of that kind, please contact your Microsoft support, as the ribbon integration is beyond our control.</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>9771How to synchronize TelephoneIntegration history with actual phonecallshttps://www.mscrm-addons.com/Blog/PostId/9677/synchronizing-telephone-integration-history-with-actual-phonecallsTelephoneIntegration (TI),TI 2011Thu, 19 Sep 2013 08:14:00 GMT<p><strong>Synopsis:</strong></p> <p>This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.</p> <p><strong>Prerequisite:</strong></p> <p>This will only work for phone calls, that are created with the <em>always store</em> option enabled in the CTI clients options.</p> <p><strong>Procedure:</strong></p> <p>You will need to create a workflow and to trigger the required plugin. You can import the attached workflow to your CRM.</p> <p><a href="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSynchronizationTemplate.zip">SynchronizationTemplate.zip (4.76 kb)</a></p> <p>Or you can create a new workflow as follows:</p> <p>Start with creating a new workflow and attach it to the entity MSCRM-ADDONS<em>.com CTI CALL History</em>.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Create new workflow" href="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSyncWF1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSyncWF1.png" width="523" height="392" /></a></div> </p> <p><em>Figure 1: Create new workflow</em></p> <p>On the next page make sure, the <em>start when-</em>option is set to R<em>ecord is created</em>.</p> <p>Add a new step of the type <em>Wait Condition</em>.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Specify the conditions of the process" href="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSyncWF2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSyncWF2.png" width="520" height="339" /></a></div> </p> <p><em>Figure 2: Specify the conditions of the process</em></p> <p>&nbsp;</p> <p>Make sure all values are set as above BEFORE selecting the <em>Created On-</em>attribute (highlighted in gray).</p> <p>The timeout suggested with 2 hours should be adapted to your needs. If your processing time for a phonecall is exceeding two hours, you should increase this timeout to a more appropriate value.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Process Information window" href="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSyncWF3.jpg"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSyncWF3.jpg" width="525" height="342" /></a></div> </p> <p><em>Figure 3: Process Information window</em></p> <p>&nbsp;</p> <p>Your workflow is now containing a wait condition. You will have to add another step to update the record and trigger the workflow now.</p> <p>Click on the highlighted row and add an <em>Update Record-</em>step.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Add record" href="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSyncWF4.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f9%2fSyncWF4.png" width="523" height="348" /></a></div> </p> <p><em>Figure 4: Add record</em></p> <p>&nbsp;</p> <p>Click on the<em><strong> [Save and Close]</strong></em>-button, then activate the workflow. The duration will be synced to the phonecalls after the set period of timeout.</p> <p><span style="background-color: #ffffff; color: #ff0000;">Please note: The timeout must be sufficiently long to ensure the users are no longer editing the record, as the users saving the record would overwrite the duration again, if the sync has already taken place.</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>9677How 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>9667DTMF (DualToneMultifrequency) improved input procedure directly from your TelephoneIntegration Client balloonhttps://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9654/telephoneintegration-(ti)-dtmf-(dualtonemultifrequency)-improved-input-method-for-accsess-passwords-directly-via-ti.aspxTelephoneIntegration (TI),TI 2011Tue, 28 May 2013 12:59:00 GMT<p>This blog article outlines how to send <em>dtmf</em> signals directly from the TelephoneIntegration (TI) balloon, so you no longer need to do that with your telephone handset. This feature is available in version 5.56 or higher.</p> <p>Examples of using dtmf functionality:</p> <ul> <li>authentication by conference calls </li> <li>interacting with IVR systems </li> </ul> <p>That means, when you call e.g. a support telephone number, or you would like to start a conference call, you may have to enter an access password or some digital numbers. With the <em>dtmf</em> function, you don't need to use your telephone handset to enter your access password, but to select it direclty via the <em>dtmf</em>&nbsp;function in TelephoneIntegration.</p> <p>In our example we want to call the MsCRM CallCenter (%20386 41 967 600) and discuss some license issues:</p> <p><strong>1. </strong>Call the phone number you have selected via TAPI.</p> <p><a href="http://mscrm-addons.com/images/blog/files/bild1_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/bild1_2.png"></a><a title="Tapi Call" href="http://mscrm-addons.com/images/blog/files/bild1_2.png"><img class="img-responsive" title="bild1" src="http://mscrm-addons.com/images/blog/files/bild1_thumb_2.png" alt="bild1" width="325" height="249" style="border-width: 0px; border-style: solid;" /></a></div> </p> <p><em>Figure 1: Tapi Call</em></p> <p><strong>2.</strong> After dialing, you get the phone connection with the called party (in this case with mscrm call center). With the new feature, we are able to select the <em>dtmf</em> directly from TI.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/bild2_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/bild2_3.png"></a><a title="Phone connection established" href="http://mscrm-addons.com/images/blog/files/bild2_3.png"><img class="img-responsive" title="bild2" src="http://mscrm-addons.com/images/blog/files/bild2_thumb_3.png" alt="bild2" width="322" height="252" style="border-width: 0px; border-style: solid;" /></a></div> </p> <p><em>Figure 2: Phone connection established</em></p> <p>3. Now we have to select our option:</p> <ul> <li><strong>1</strong> for technical questions </li> <li><strong>2</strong> for license questions&nbsp; </li> <li><strong>3</strong> for sales. </li> </ul> <p>In our case, we choose option <strong>2</strong>: After pressing the <em>dtmf</em> button in the right upper corner, we should get connected to the agent in the license departement.</p> <p><a href="http://mscrm-addons.com/images/blog/files/bild123.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/bild123.png"></a><a title="Select an option with dtmf" href="http://mscrm-addons.com/images/blog/files/bild123.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="bild123" src="http://mscrm-addons.com/images/blog/files/bild123_thumb.png" alt="bild123" width="325" height="253" /></a></div> </p> <p><em>Figure 3: Select an option with dtmf</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>9654How to enable/disable DFR (Dialing from relationships) by dialing from CRM sitehttps://www.mscrm-addons.com/Blog/PostId/9647/enabledisable-the-dfr-feature-by-dialing-from-crm-siteTelephoneIntegration (TI),TI 2011Thu, 25 Apr 2013 13:05:00 GMT<p>This blog article outlines how to enable/disable <em>Dialing from relationships&nbsp;</em>(DFR) by dialing from CRM site. <br /> <br /> Usually, TelephoneIntegration (TI) allows users to dial from related CRM-records. Say, they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc).</p> <p><strong>There are two options to enable or disable <a href="http://www.mscrm-addons.com/Blog/PostId/9635/How to dial from a related CRM record">this feature</a> on CRM: </strong><em>Server-side or Client-side.</em></p> <ul> <li>Server-side means, that all the TelephoneIntegrationServer-users could be enabled or disabled. <br /> If server-side is disabled, no single server-user could enable his TI client.</li> <li>Client-side means, that only a certain TelephoneIntegration user could enable or disable his own TI client. </li> </ul> <p><strong>How to enable/disable DFR (Server-side):&nbsp; </strong> </p> <p>Create a <em>Settingskey </em>for <em>UseDFR</em>. For more information on how to create a <em>SettingsKey</em>&nbsp;manually in MS Dynamics CRM 2011, click <a href="http://www.mscrm-addons.com/Blog/PostId/9561/How to create a SettingsKey manually in MS Dynamics CRM 2011">here</a>.</p> <ul> <li>If you set this setting to <em>false, </em>all the&nbsp;TelephoneIntegration server-users would be <em>disabled</em>. </li> <li>If you set this setting on <em>true</em>, all the TelephoneIntegration server users are <em>enabled</em>. </li> </ul> <p><span style="color: #ff0000;">Please note: Server-side settings are overruling the client-side settings. Client and Server settings use the same key name: UseDFR</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/Setting16_1.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/Setting16_1.png"></a><a title="DFR Server Settings" href="http://mscrm-addons.com/images/blog/files/Setting16_1.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="setting" src="http://mscrm-addons.com/images/blog/files/Setting16_thumb_1.png" alt="setting" width="286" height="415" /></a></div> <p><em>Figure 1: DFR Server Settings</em></p> <p><strong>How to enable/disable DFR (Client-side)</strong></p> <p>Open your TI Client. Now create a new string. Name the string <em>UseDFR</em>, then double-click on it. Afterwards, you have the chance to&nbsp;enable or disable the DFR by setting the string on <em>true</em>&nbsp;or <em>false</em>.</p> <ul> <li>If you set this setting on <em>false</em>, you will not be able to use DFR. </li> <li>If you set this setting on <em>true</em>, you will be able to use DFR. </li> </ul> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_8.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_8.png"></a><a title="DFR Client Settings" href="http://mscrm-addons.com/images/blog/files/Unbenannt_8.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; padding-right: 0px; border-width: 0px; border-style: solid;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_8.png" alt="Unbenannt" width="522" height="172" /></a></div> </p> <p><em>Figure 2: DFR Client Settings</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>9647How to set restrictions for dialing from a related CRM-recordhttps://www.mscrm-addons.com/Blog/PostId/9637/how-to-set-restrictions-for-dialing-from-a-related-crm-recordTelephoneIntegration (TI),TI 2011Wed, 27 Mar 2013 13:33:00 GMT<p>In general, TelephoneIntegration allows users to dial from related CRM-records. This means, that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).</p> <p>You have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out from an opportunity, you want accounts to be displayed, but not the related contacts and leads). In order to do so, you have to create a new settingskey and follow the below steps.&nbsp;</p> <p>1. Open your CRM in the Internet Explorer</p> <p>2. Navigate to the CRM Settings</p> <p><a href="http://mscrm-addons.com/images/blog/files/CRM%20settings.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM%20settings.png"></a><a title="CRM Settings in the CRM sitemap" href="http://mscrm-addons.com/images/blog/files/CRM%20settings.png"><img class="img-responsive" title="CRM settings" src="http://mscrm-addons.com/images/blog/files/CRM%20settings_thumb.png" alt="CRM settings" width="185" height="201" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 1: CRM Settings in the CRM sitemap</em></p> <p>&nbsp;</p> <p>3. Select <em>MSCRM-ADDONS.com Products</em> from the <em>Extensions</em>&nbsp;in the menu on the left.</p> <p><a href="http://mscrm-addons.com/images/blog/files/MSCRM-ADDONS.com%20Products.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/MSCRM-ADDONS.com%20Products.png"></a><a title="MSCRM-ADDONS.com Products in the CRM Settings" href="http://mscrm-addons.com/images/blog/files/MSCRM-ADDONS.com%20Products.png"><img class="img-responsive" title="MSCRM-ADDONS.com Products" src="http://mscrm-addons.com/images/blog/files/MSCRM-ADDONS.com%20Products_thumb.png" alt="MSCRM-ADDONS.com Products" width="526" height="226" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 2: MSCRM-ADDONS.com Products in the CRM Settings</em></p> <p><em><br /> </em></p> <p>4. Check the checkbox in front of <em>TelephoneIntegration</em>&nbsp;(1). Then click on the <em><strong>[Edit]</strong></em>-button (2).</p> <p><a href="http://mscrm-addons.com/images/blog/files/TelephoneIntegration%20in%20CRM%20settings.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/TelephoneIntegration%20in%20CRM%20settings.png"></a><a title="Edit TelephoneIntegration in the CRM Settings" href="http://mscrm-addons.com/images/blog/files/TelephoneIntegration%20in%20CRM%20settings.png"><img class="img-responsive" title="TelephoneIntegration in CRM settings" src="http://mscrm-addons.com/images/blog/files/TelephoneIntegration%20in%20CRM%20settings_thumb.png" alt="TelephoneIntegration in CRM settings" width="525" height="334" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 3: Edit TelephoneIntegration in the CRM Settings</em></p> <p><em><br /> </em></p> <p>5. A new CRM window will open. Within this window, click on <em>MSCRM-ADDONS.com Settingskeys</em>&nbsp;(1) in the command bar. Then, click on <em>Add New MSCRM-ADDONS.com Settingskeys </em>(2).</p> <p><a href="http://mscrm-addons.com/images/blog/files/TI%20Settingskeys.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%20Settingskeys.png"></a><a title="View and add settingskeys for TelephoneIntegration in the CRM settings" href="http://mscrm-addons.com/images/blog/files/TI%20Settingskeys.png"><img class="img-responsive" title="TI Settingskeys" src="http://mscrm-addons.com/images/blog/files/TI%20Settingskeys_thumb.png" alt="TI Settingskeys" width="526" height="261" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 4: View and add settingskeys for TelephoneIntegration in the CRM settings</em></p> <p><em><br /> </em></p> <p>6. A new window opens. Within this window, insert a name and a KeyValue. Make sure that they are structured like this:</p> <p>name: DFR_Disable_{entity name} <br /> cached value: entity name1;entity name2; entity name3</p> <p>Furthermore, set <em>IsCached</em>&nbsp;on <em>Yes</em>.</p> <p>As for our example (dialing out starting from an opportunity, accounts should be displayed, but not the related contacts and leads), are filled like shown below.&nbsp;<br /> This varys depending on how you would like to configure TelephoneIntegration:&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Create new settingskey" href="http://mscrm-addons.com/images/blog/files/2013%2f3%2fDFR_restrictions.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f3%2fDFR_restrictions.PNG" /></a></div> <br /> <em>Figure 5: Create new settingskey</em></p> <p>If you want to disable all subrelated data records, you must insert "*" into the <em>KeyValue</em>-field and <em>DFR_Disable_opportunity</em>&rsquo; into the <em>Name</em>-field.</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>9637How to dial from a related CRM recordhttps://www.mscrm-addons.com/Blog/PostId/9635/setting-restrictions-by-dialing-from-relationshipsTelephoneIntegration (TI),TI 2011Mon, 25 Mar 2013 11:15:00 GMT<p>TelephoneIntegration allows users to dial from related CRM-records. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.). The example in the screenshot below shows that the user has the possibility to dial from all records which are related to the account &lsquo;MSCRM-ADDONS.com&rsquo;. Users have a good overview of the related records, as they are structured in <em>main phone</em>, <em>connections,&nbsp;relations</em>&nbsp;and <em>others</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/example%20account.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/example%20account.png"></a><a title="dial from related records, example account" href="http://mscrm-addons.com/images/blog/files/example%20account.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="example account" src="http://mscrm-addons.com/images/blog/files/example%20account_thumb.png" alt="example account" width="525" height="297" /></a></div> <br /> <em>Figure 1: dial from related records, example account</em></p> <p>This functionality can be very helpful in several situations, e.g. if you would like to call a specific contact who is related to an opened sales opportunity or to an opened case. The big advantage of this new functionality is, that users can avoid time consuming clicking-scenarios as they can directly dial all records related from the currently opened one. Furthermore, the <em>Regarding</em>-field of the CRM-call-activity is automatically pre-filled with the name of the originally opened CRM-record.</p> <p>To benefit from this functionality, you need at least the following versions:</p> <p><a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2011/tabid/180/Default.aspx" target="_blank">TelephoneIntegration Server version v5.34</a></p> <p><a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2011/tabid/180/Default.aspx" target="_blank">TelephoneIntegration Client version v5.54</a></p> <p>&nbsp;</p> <p><strong>How to configure this functionality</strong></p> <p>To make use of this functionality, you have to define from which entities you would like to dial related records in the TelephoneIntegration server configuration. In our example, we will explain how to activate the functionality for opportunities.</p> <p>After having opened the configuration, select the entity from which you would like to dial related records and click on the <em><strong>[OK]</strong></em>-button. In our example, we have selected <em>Opportunity</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/choose%20entities.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/choose%20entities.png"></a><a title="Select the entities from which you would like to dial related records" href="http://mscrm-addons.com/images/blog/files/choose%20entities.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="choose entities" src="http://mscrm-addons.com/images/blog/files/choose%20entities_thumb.png" alt="choose entities" width="430" height="513" /></a></div> <br /> <em>Figure 2: Select the entities from which you would like to dial related records</em></p> <p><em><br /> </em></p> <p>Then you have to define the settings for the previously selected entity more specifically. Within the below shown window, you can determine if the selected entity should be searched for incoming calls and if it should be activated for outgoing calls.</p> <p>Furthermore, you can define the <em>search fields </em>(fields to be searched by TelephoneIntegration), the <em>result fields</em> (all fields to be displayed within the TelephoneIntegration balloon) and the <em>main fields</em> (main fields to be displayed within the ballon).</p> <p>Depending on the selected entity, you also have to define from which types of the chosen entity you would like to call related records.</p> <p>In our example, we define that we want to dial related records from open opportunities only, that we would like to display the name of the opportunity as main field in the balloon and to activate opportunities for incoming and outgoing calls.</p> <p>As soon as you have finished determining these settings, click on the <em><strong>[OK]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/define%20settings%20regarding%20one%20entity.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/define%20settings%20regarding%20one%20entity.png"></a><a title="Define the settings for the selected entity" href="http://mscrm-addons.com/images/blog/files/define%20settings%20regarding%20one%20entity.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="define settings regarding one entity" src="http://mscrm-addons.com/images/blog/files/define%20settings%20regarding%20one%20entity_thumb.png" alt="define settings regarding one entity" width="431" height="607" /></a></div> <br /> <em>Figure 3: Define the settings for the selected entity</em></p> <p>After you have adapted the <em>TelephoneIntegration </em>configuration, you will find that a <em><strong>[Click-to-Dial]</strong></em>-button has been placed in the menu of the selected entitiy. (in our example, in the opportunities menu)</p> <p><a href="http://mscrm-addons.com/images/blog/files/dial%20from%20opportunity.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/dial%20from%20opportunity.png"></a><a title="Dial from within an opportunity" href="http://mscrm-addons.com/images/blog/files/dial%20from%20opportunity.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="dial from opportunity" src="http://mscrm-addons.com/images/blog/files/dial%20from%20opportunity_thumb.png" alt="dial from opportunity" width="524" height="296" /></a></div> <br /> <em>Figure 4: Dial from within an opportunity</em></p> <p>After clicking on this button, the <em>TelephoneIntegration </em>balloon pops up and displays all records related with the originally opened record that</p> <ol> <li>are part of TelephoneIntegration configuration</li> <li>that have phone numbers AND</li> <li>that are configured for dialling out from CRM.</li> </ol> <p>As the opportunity in our example does not have any <em>connections</em>&nbsp;or <em>relations</em>&nbsp;to other records (like in our first example), the balloon only displays the related account.</p> <p><a href="http://mscrm-addons.com/images/blog/files/balloon%20displaying%20all%20related%20records.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/balloon%20displaying%20all%20related%20records.png"></a><a title="Balloon displaying all related records" href="http://mscrm-addons.com/images/blog/files/balloon%20displaying%20all%20related%20records.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="balloon displaying all related records" src="http://mscrm-addons.com/images/blog/files/balloon%20displaying%20all%20related%20records_thumb.png" alt="balloon displaying all related records" width="524" height="296" /></a></div> <br /> <em>Figure 5: Balloon displaying all related records</em></p> <p>You have the possibility to view all related records and to call each of them by just double-clicking on their phone number. During the call (1), all details of the called record are displayed (call duration, date, name, etc.) including name of the originally opened record from which you started your call (2).</p> <p><a href="http://mscrm-addons.com/images/blog/files/dial%20from%20related%20record.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/dial%20from%20related%20record.png"></a><a title="Dialing from related record" href="http://mscrm-addons.com/images/blog/files/dial%20from%20related%20record.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="dial from related record" src="http://mscrm-addons.com/images/blog/files/dial%20from%20related%20record_thumb.png" alt="dial from related record" width="525" height="297" /></a></div> <br /> <em>Figure 6: Dialing from related record</em></p> <p>Furthermore, a CRM-call-activity and the CRM-window of the called record pop up.</p> <p><a href="http://mscrm-addons.com/images/blog/files/windows.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/windows.png"></a><a title="During the call, the CRM-call-activity and the CRM-window of the called record pop up" href="http://mscrm-addons.com/images/blog/files/windows.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="windows" src="http://mscrm-addons.com/images/blog/files/windows_thumb.png" alt="windows" width="524" height="296" /></a></div> <br /> <em>Figure 7: During the call, the CRM-call-activity and the CRM-window of the called record pop up</em></p> <p><em><br /> </em></p> <p>Besides, the big advantage of this functionality to avoid time consuming clicking-scenarios, there is another big benefit: <br /> The <em>Reagarding</em>-field of the CRM-call-activity is automatically prefilled with the name of the originally opened CRM-record (in our example, it is prefilled with the name of the opportunity, in other cases it may be prefilled with the originally opened account or else) )</p> <p>If you would like to set restrictions regarding the related records to be displayed, please click <a href="http://www.mscrm-addons.com/Blog/PostId/9637/How to set restrictions for dialing from a related CRM-record" target="_blank">here </a>for further details.</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>9635TI client interprets outgoing calls as incoming callshttps://www.mscrm-addons.com/Blog/PostId/9624/ti-client-interprett-outgoing-calls-as-incomingTelephoneIntegration (TI),TI 2011Mon, 25 Feb 2013 15:30:00 GMT<div>When dialling out with TI Client, an outgoing call may be interpreted as an incoming call. This happens, if the the installed TAPI driver does not deliver the <em>DialTone</em>&nbsp;event. <br /> If the TAPI driver delivers the <em>DialTone</em> event, the driver interprets the call as an outgoing call. Otherwise, the driver interprets the call as an incoming call. In order to avoid the latter case, you have to set a new CRM settingskey for TelephoneIntegration.</div> <div>&nbsp;</div> <div>To do so, please follow this steps below:&nbsp;</div> <div>1. Open your CRM in the Internet Explorer</div> <div>2. Navigate to the CRM Settings</div> <div><a href="http://mscrm-addons.com/images/blog/files/CRM%20settings.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM%20settings.png"></a><a title="CRM Settings in the CRM sitemap" href="http://mscrm-addons.com/images/blog/files/CRM%20settings.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="CRM settings" src="http://mscrm-addons.com/images/blog/files/CRM%20settings_thumb.png" alt="CRM settings" width="185" height="201" /></a></div> <br /> <em>Figure 1: CRM Settings in the CRM sitemap</em></div> <div>&nbsp;</div> <div>3. Select <em>MSCRM-ADDONS.com Products</em>&nbsp;from the <em>Extensions</em>&nbsp;in the menu on the left.</div> <div><a href="http://mscrm-addons.com/images/blog/files/MSCRM-ADDONS.com%20Products.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/MSCRM-ADDONS.com%20Products.png"></a><a title="MSCRM-ADDONS.com products in the CRM Settings" href="http://mscrm-addons.com/images/blog/files/MSCRM-ADDONS.com%20Products.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="MSCRM-ADDONS.com Products" src="http://mscrm-addons.com/images/blog/files/MSCRM-ADDONS.com%20Products_thumb.png" alt="MSCRM-ADDONS.com Products" width="526" height="226" /></a></div> </div> <div><em>Figure 2: MSCRM-ADDONS.com products in the CRM Settings</em></div> <div>4. Check the checkbox in front of <em>TelephoneIntegration </em>(1) and then click on the <em><strong>[Edit]</strong></em>-button (2).</div> <div><a href="http://mscrm-addons.com/images/blog/files/TelephoneIntegration%20in%20CRM%20settings.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/TelephoneIntegration%20in%20CRM%20settings.png"></a><a title="Edit TelephoneIntegration in the CRM Settings" href="http://mscrm-addons.com/images/blog/files/TelephoneIntegration%20in%20CRM%20settings.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="TelephoneIntegration in CRM settings" src="http://mscrm-addons.com/images/blog/files/TelephoneIntegration%20in%20CRM%20settings_thumb.png" alt="TelephoneIntegration in CRM settings" width="525" height="334" /></a></div> </div> <div><em>Figure 3: Edit TelephoneIntegration in the CRM Settings</em></div> <div>&nbsp;</div> <div>5. A new CRM window opens. Within this window, click on <em>MSCRM-ADDONS.com Settingskeys</em>&nbsp;(1) within the <em>Common</em>-area and then click on the <em><strong>[Add New MSCRM-ADDONS.com Settingskeys]</strong></em>-button (2).</div> <div><a href="http://mscrm-addons.com/images/blog/files/TI%20Settingskeys.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%20Settingskeys.png"></a><a title="View and add settingskeys for TelephoneIntegration in the CRM settings" href="http://mscrm-addons.com/images/blog/files/TI%20Settingskeys.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="TI Settingskeys" src="http://mscrm-addons.com/images/blog/files/TI%20Settingskeys_thumb.png" alt="TI Settingskeys" width="526" height="261" /></a></div> </div> <div><em>Figure 4: View and add settingskeys for TelephoneIntegration in the CRM settings</em></div> <div>6. A new window will open. Within this window, insert the following name and KeyValue. Furthermore, set <em>IsCached </em>on <em>Yes</em>.</div> <div><a href="http://mscrm-addons.com/images/blog/files/new%20settingskey.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/new%20settingskey.png"></a><a title="Add new settingskey for TelephoneIntegration in the CRM settings" href="http://mscrm-addons.com/images/blog/files/new%20settingskey.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="new settingskey" src="http://mscrm-addons.com/images/blog/files/new%20settingskey_thumb.png" alt="new settingskey" width="524" height="333" /></a></div> <br /> <em>Figure 5: Add new settingskey for TelephoneIntegration in the CRM settings</em></div> <div>Now save the added key, restart the TelephonIntegration Client and make an outgoing call.</div> <div>If the outgoing call is still interpreted as an incoming call, change the name of the settingskey from <em>useDialingEvent </em>to <em>NoDialToneDetected</em>. Save the changes, restart the TelephoneIntegration Client and retry an outgoing call.</div> <div>&nbsp;</div> <div><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>.</div>9624Predictive dialer: How to reschedule of a phone callhttps://www.mscrm-addons.com/Blog/PostId/9607/predictive-dialer–reschedule-a-phone-callTelephoneIntegration (TI),TI 2011Tue, 11 Dec 2012 12:24:00 GMT<p>This blog article describes how to reschedule a phone call when using the predictive dialer of TelephoneIntegration.</p> <p>After hanging up, the caller has three options to post-process the call.&nbsp;</p> <ul> <li><strong>Mark the call as successful</strong> (The call is marked as completed, because the purpose of the campaign call has been fulfilled, e.g. to get a customer&rsquo;s feedback regarding a specific product.)</li> <li><strong>Mark the call as failed</strong> (The call is marked as completed, but the purpose of the campaign call has not been fulfilled, e.g. the customer refused to give a feedback.)</li> <li><strong>Reschedule the call</strong> (The call is rescheduled and can be processed again.)</li> </ul> <p><a href="http://mscrm-addons.com/images/blog/files/TI_postprocessing.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_postprocessing.png"></a><a title="Predictive Dialer post-processing options for calls" href="http://mscrm-addons.com/images/blog/files/TI_postprocessing.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_postprocessing" src="http://mscrm-addons.com/images/blog/files/TI_postprocessing_thumb.png" alt="TI_postprocessing" width="291" height="100" /></a></div> </p> <p><em>Figure 1: Predictive Dialer post-processing options for calls</em></p> <p>When you select the <em>Rescheduling</em>-option, a calendar window pops up. The caller can determine a time and date to process the call again. In the example shown below, the call agent has selected the 31<sup>st</sup> of December at 11:30 pm. Hence, this campaign phone-call will be available for calling again <strong>after the 31<sup>st</sup> of December 11:30 pm</strong>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/TI_calendar.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_calendar.png"></a><a title="Reschedule call with predictive dialer" href="http://mscrm-addons.com/images/blog/files/TI_calendar.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_calendar" src="http://mscrm-addons.com/images/blog/files/TI_calendar_thumb.png" alt="TI_calendar" width="236" height="278" /></a></div> </p> <p><em>Figure 2: Reschedule call with predictive dialer</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>9607