• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/TelephoneIntegration (TI)/Call recording feature for TelephoneIntegration

Call recording feature for TelephoneIntegration

348 views 1 Updated on July 27, 2022

TelephoneIntegration Client offers the possibility to record and store phone calls in Microsoft Dynamics 365 (CRM). This article outlines how to use this feature.

Please note: The feature only works with SIP Client and was built as an ‘always store’-option

How to activate the call recording feature
First, please make sure that you have a local registry key called ‘PhoneActionMode’ with the value ‘true’ under
HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient 2011

If you do not have it, simply create a new settingskey.
To do so, please navigate to Settings > MSCRM-ADDONS.com Products and select TelephoneIntegration with a click on it.

Next, click on the [Add New MSCRM-ADDONS.com Settingskey]-button in the command bar.

In the so opened window, insert the following data:

Name               PhoneActionMode
IsCached          Yes
KeyValue          True

For some more detailed information on how to create a settingskey manually, please have a look at this blog article.

This action creates a new context menu item called ‘Phone Action > Record’.

How to use the call recording feature
This action creates a new context menu item called ‘Phone Action > Record’.
In order to activate the record functionality, simply click on record whenever you would like to record a call.



Figure 1: Phone Action > Record

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 automatically uploaded to the correspondent phone call and saved as a note.

The file’s name is built up as follows:

636232020958872265_031668088034.wav
TIMESTAMP_PHONENUMBER.fileformat



Figure 2: Recorded conversation

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

reworkneeded …. it needs to be mentioned that you can also choose the option “always record” in SIPClient / Settings / Audio. This automatically records all the calls.

Was this helpful?

1 Yes  No
Related Articles
  • How to activate per User Licensing in CRM 2011
  • How to access mscrm-addons product settings in Dynamics 365
  • Azure Active Directory licensing counts explained
  • “Server2Server” authentication for the DocumentsCorePack Template Designer and Telephone Integration
  • How licenses are counted
  • Telephone Integration Client Unattended Setup
Latest Articles
  • Template Management in DocumentsCorePack 
  • “Undefined”-labels in Chrome 114 and higher
  • Integrating JSON data into documents
  • Generate large documents using the Multipart-feature of DocumentsCorePack 
  • Recap: DynamicsMinds Conference 2023
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • Step-by-Step: How to configure a One-Click-Action
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • “Undefined”-labels in Chrome 114 and higher
  • “Blocked by Conditional access” error in Azure Active Directory
Categories
  • *News and General Infos* 52
  • Webinars 36
  • Template Designer(DCP 181
  • DocumentsCorePack(DCP 198
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.