Thank you for installing our MSCRM-Addons TelephoneIntegration into your environment!
To finalize the setup, please see the steps below.
1) Download the TelephoneIntegration Client
Download and install the TelephoneIntegration Client from our Download Center. To access the Download Center, login with your user credentials.
2) Install the TelephoneIntegration Client
Please walk through the installation steps for the TelephoneIntegration Client as shown in our Installation Guide.
3) Assign the TelephoneIntegration Client security roles
Lastly, assign the following security roles to your users in Dynamics 365:
- TelephoneIntegration Security Role
- MSCRM-ADDONS General Security Role
For more information, please refer to our Documentation page on TelephoneIntegration.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.