• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/TelephoneIntegration (TI)

CTI in a hosted environment

24 views 0

Written by Administrator
July 9, 2010

CTI does need the server component in a hosted environment as well, but you can launch the CTI Server setup from any Client, as long as you have a user with full access to CRM.

You need to select the hosted options on the Connection dialog. 

If you have physical access to the CRM server, you can simply launch the setup on that server as if it were an onPremise installation.

Due to the mechanics of an IFD setup, the client will not use a SQL connection to retrieve the information, but a webservice call.

As webservice calls are more limited as SQL queries, it is recommended to create a hidden field in CRM on the entities you want to search in.

They will hold the numbers in a format similar to the one TAPI uses.

You can achieve this either via an onSave script or via a workflow in CRM, transmuting the number to a TAPI compatible format.

This is only required for caller identification, outbound calls will work with the formatted number, because they are processed by the Client application.

 

Explanation:

The number stored in CRM is formatted canonical, looking like +43 (316) 680880 0

The TAPI drivers delivers a number as 00433166808800.

Though the information is the same, the formatting prevents the CTI to find the number, as the webservice call is not able to resolve the formatting.

If you have a field in the CRM entity that is getting filled with the unformatted number, you can setup the CTI to use that field for the lookup and get correct results in looking up the callers, but still have a well formatted number in the CRM to display.

 

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

Was this helpful?

Yes  No
Related Articles
  • How licenses are counted
  • Telephone Integration Client Unattended Setup
  • How to create a SettingsKey manually in MS Dynamics 365
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • Check Phone System compatibility via TAPI or SIP
  • Dialing Rules
Latest Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • What is “documents incl. per month”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Online Scheme
  • Recap of the first virtual eXtreme365 & Community Summit event
Categories
  • *News and General Infos* 43
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 43
  • ActivityTools (AT 55
  • SmartBar (SB 50
  • GroupCalendar (GC 43
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
  • © 2020 www.mscrm-addons.com. All Rights Reserved.