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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow 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>9771Using TelephoneIntegration for MS CRM 2013 with MS Outlook onlyhttps://www.mscrm-addons.com/Blog/PostId/9770/using-telephoneintegration-for-ms-crm-2013-with-ms-outlook-onlyTelephoneIntegration (TI),TI 2013Mon, 27 Jan 2014 11:10:00 GMT<p>This article describes, how to <strong>use TelephoneIntegration for MS CRM 2013 with MS Outlook only</strong>. Users have the possibility to use TelephoneIntegration without a browser, but with Outlook only, meaning that TelephoneIntegration will open all windows (e.g. the CRM-call-activity, etc.) in Outlook and not in an internet browser window.</p> <p>For being able to use TelephoneIntegration with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click <a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2011/tabid/180/Default.aspx">here</a> to download the latest version) and to create a new settingskey . Please follow the steps below to do so.</p> <p><strong>1.</strong> Open your CRM in the Internet Explorer</p> <p><strong>2.</strong> Navigate to the CRM Settings</p> <p><strong>3.</strong> Choose &lsquo;MSCRM-ADDONS.com Products&rsquo; from the &lsquo;Extensions&rsquo; in the Settings menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_418.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_418.png"></a><a title="MSCRM-ADDONS.com Products in the CRM Settings" href="http://mscrm-addons.com/images/blog/files/image_418.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_391.png" alt="image" width="440" height="99" /></a></div> <em>Figure 1: MSCRM-ADDONS.com Products in the CRM Settings</em></p> <p><strong>4.</strong> (1) Click the checkbox in front of &lsquo;TelephoneIntegration&rsquo; and then click on &lsquo;Edit&rsquo;. Now create a new settingskey for TelephoneIntegration. Learn how to create a new settingskey <a href="http://www.mscrm-addons.com/Blog/PostId/9754/How to create a SettingsKey manually in MS Dynamics" target="_blank">here</a>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_419.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_419.png"></a><a title="Edit TelephoneIntegration in the CRM Settings" href="http://mscrm-addons.com/images/blog/files/image_419.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_392.png" alt="image" width="428" height="266" /></a></div> <em>Figure 2: Edit TelephoneIntegration in the CRM Settings</em></p> <p><strong>5.</strong>&nbsp;Name the settingskey &lsquo;UseOutlookOnly&rsquo; and the KeyValue &lsquo;true&rsquo;. Furthermore, set &lsquo;IsCached&rsquo; as &lsquo;yes&rsquo;.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_422.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_422.png"></a><a title="Create new settingskey" href="http://mscrm-addons.com/images/blog/files/image_422.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_395.png" alt="image" width="428" height="353" /></a></div> <br /> <em>Figure 3: Create new settingskey</em></p> <p>After that, you have to restart the TelephoneIntegration client. To do this open it with right click on the TelephoneIntegration Client Sign in the Taskbar and close it with right click! Afterwarts search for &ldquo;TelephoneIntegration Client&rdquo; in your Start menu and restart the Client again.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_423.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_423.png"></a><a title="Restart TelephoneIntegration Client Icon (to be found in the Taskbar)" href="http://mscrm-addons.com/images/blog/files/image_423.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_396.png" alt="image" width="232" height="240" /></a></div> <br /> <em>Figure 4: Restart TelephoneIntegration Client Icon (to be found in the Taskbar)</em></p> <p>From now on, TelephoneIntegration will open all windows in Outlook and without using a browser.</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>9770How to use TelephoneIntegration for MS CRM 2011 with MS Outlook onlyhttps://www.mscrm-addons.com/Blog/PostId/9638/using-telephoneintegration-with-ms-outlook-onlyTelephoneIntegration (TI),TI 2011Wed, 03 Apr 2013 10:36:00 GMT<p>If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click <a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2011/tabid/180/Default.aspx" target="_blank">here</a> to download the latest version) and to create a new settingskey. Please follow the below steps to do so.</p> <p><strong>1.</strong> Open your CRM in the Internet Explorer</p> <p><strong>2.</strong> 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><strong>3.</strong>&nbsp;Select <em>MSCRM-ADDONS.com Products</em>&nbsp;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><strong>4.</strong>&nbsp;Click on the checkbox (1) in front of <em>TelephoneIntegration </em>and 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><strong>5.</strong> A new CRM window will open. Within this window, click on <em>MSCRM-ADDONS.com Settingskeys </em>(1) and 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><strong>6.</strong> Again, a new window will open. Within this window, insert the name <em>UseOutlookOnly</em>&nbsp;and as KeyValue, insert <em>true</em>. Furthermore, set <em>IsCached </em>to&nbsp;<em>yes</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/create%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/create%20settingskey.png"></a><a title="Type in the name and key-value of new settingskey" href="http://mscrm-addons.com/images/blog/files/create%20settingskey.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="create settingskey" src="http://mscrm-addons.com/images/blog/files/create%20settingskey_thumb.png" alt="create settingskey" width="526" height="498" /></a></div> <br /> <em>Figure 5: Type in the name and key-value of new settingskey</em></p> <p>After that, you have to restart the TelephoneIntegration Client. From now on, TelephoneIntegration will open all windows in Outlook without using a browser.</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>9638Outlook 2010 & Ajax, failing axd callshttps://www.mscrm-addons.com/Blog/PostId/9499/outlook-2010-ajax-failing-axd-callsGroupCalendar (GC),GC 4.0Tue, 31 Aug 2010 08:24:00 GMT<p>Outlook 2010 is having some severe problems with Ajax based functions. Being a reported error with Microsoft, there is still no fix available, but a workaround.</p> <p>The impacted product cannot be started inside Outlook, but needs to be launched as a separate IE window.</p> <p>You need to copy the <a href="http://62.99.232.162/blog.mscrm-addons.com/outlook2010Ajax/ostarter.html" target="_blank">ostarter.html</a> into the root folder of the products server-side installation and adapt the sitemap as following:</p> <p><strong>Example GroupCalendar:</strong></p> <p>Per default, the sitemap is not having separate entries for WebClient and Outlook-Client, so you need to replace the existing SubArea (ID: <em>nav_GroupCalendar</em>) with these two new entries:</p> <p><subarea id="nav_GroupCalendar" url="/GroupCalendar/starter.aspx" icon="/GroupCalendar/App_Themes/_imgs/18_calendar.gif" availableoffline="false" client="Web" passparams="1"> <br /> &nbsp; <titles> <br /> &nbsp;&nbsp;&nbsp; <title lcid="1031" title="GroupCalendar"> &lt;br /&gt;&nbsp;&nbsp;&nbsp; &lt;Title LCID="1033" Title="GroupCalendar" /&gt; &lt;br /&gt;&nbsp; &lt;/Titles&gt; &lt;br /&gt;&nbsp; &lt;Privilege Entity="activitypointer" Privilege="Read" /&gt; &lt;br /&gt;&lt;/SubArea&gt;&lt;/p&gt; &lt;p&gt;&lt;SubArea Id="nav_GroupCalendarOutlook" Url="/../GroupCalendar/ostarter.html?page=starter.aspx" Icon="/GroupCalendar/App_Themes/_imgs/18_calendar.gif" AvailableOffline="false" Client="Outlook" PassParams="1"&gt; &lt;br /&gt;&nbsp; &lt;Titles&gt; &lt;br /&gt;&nbsp;&nbsp;&nbsp; &lt;Title LCID="1031" Title="GroupCalendar " /&gt; &lt;br /&gt;&nbsp;&nbsp;&nbsp; &lt;Title LCID="1033" Title="GroupCalendar" /&gt; &lt;br /&gt;&nbsp; &lt;/Titles&gt; &lt;br /&gt;&nbsp; &lt;Privilege Entity="activitypointer" Privilege="Read" /&gt; &lt;br /&gt;&lt;/SubArea&gt;&lt;/p&gt; &lt;p&gt;After reinporting and publishing the sitemap, the problem should be solved.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;That&rsquo;s it!&lt;/strong&gt;&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;&lt;a href="mailto:support@mscrm-addons.com"&gt;support@mscrm-addons.com&lt;/a&gt;.&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</title> </titles> </subarea></p>9499