• Documentation
  • Back to www.mscrm-addons.com
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/TelephoneIntegration (TI)/How to set restrictions for dialing from a related CRM-record?

How to set restrictions for dialing from a related CRM-record?

26 views 0 Updated on March 31, 2020

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.).

Requirements: TelephoneIntegration

 

image

Figure 1: Outgoing call from an opportunity without restrictions, displaying all available related phone numbers.

 

image

Figure 2: Outgoing call from an opportunity with restrictions, not displaying related contacts and leads.

In order to set restrictions, you have to create a new settingskey for TelephoneIntegration.

1. To create a new settingskey, follow the steps in this article.

2. Insert the following structure for your new settingskey:

Name*: DFR_Disable_{entity name}
KEyValue: entity name1;entity name2; entity name3
Furthermore, set IsCached as yes

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:

< DFR_Disable_opportunity, contact;lead >

 

image

Figure 3: Newly created settingskey

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 * into the KeyValue-field and DFR_Disable_opportunity into the Name-field.

3. Result

If you now call out from Opportunity, the TI balloon will only display accounts, but not the related contacts and leads.

 

image

Figure 4: Opportunity

 

 

image

Figure 5: Outgoing call from an opportunity with restrictions, not displaying related contacts and leads.

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

 

reworkneeded … it should be still valif for dyn365, but the pics are outdated and that article wasnt much needed either.

Was this helpful?

Yes  No
Related Articles
  • 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
  • How to create a SettingsKey manually in MS Dynamics 365
Latest Articles
  • How to display various activity-attributes within multiple rows in Gantt view
  • Recap: European Power Platform Conference 2022
  • How to solve the issue with DocumentsCorePack fields in Arabic text
  • How to access mscrm-addons product settings in Dynamics 365
  • One-Click-Actions (OCAs) in DocumentsCorePack
Popular Articles
  • DocumentsCorePack Online Service Configuration
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
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
  • Can you save data capacity by moving email content?
  • How to shorten an alias (Alias is longer than 128 characters)
Categories
  • *News and General Infos* 50
  • Template Designer(DCP 160
  • DocumentsCorePack(DCP 180
  • TelephoneIntegration (TI 64
  • AttachmentExtractor (AE 55
  • PowerSearch (PS 43
  • ActivityTools (AT 57
  • SmartBar (SB 51
  • GroupCalendar (GC 45
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.