• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/TelephoneIntegration (TI)/How to use integrated search in TelephoneIntegration for MS Dynamics CRM 2011

How to use integrated search in TelephoneIntegration for MS Dynamics CRM 2011

89 views 0 Updated on July 27, 2022

Within the TelephoneIntegration user interface, called balloon, it is possible to search for CRM-records (accounts, contacts, users, etc.) or for telephone numbers. The found records and telephone numbers are displayed within this balloon and users are able to perform outgoing calls immediately simply by clicking on the displayed record. There is no need to explicitly open CRM to start outgoing calls. The menu opened via a right-click on the displayed record offers the possibility to copy the telephone number or to open the record in CRM.

integratedsearch_TI

Figure 1: Search for CRM-records (contacts, users, etc.) using the integrated search of TelephoneIntegration, call the displayed record by clicking on it

integratedsearch_TI_3

Figure 2: Search for telephone numbers using the integrated search of TelephoneIntegration, call the displayed record by clicking on it

Figure 3: Menu opened via right-click on displayed record offers option to copy the telephone number or to open the record in CRM

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

reworkneeded … need graphic update

Was this helpful?

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
  • DocumentsCorePack: Best practices for Dynamics 365 on-premises to online migration projects
  • Multilingual Support in DocumentsCorePack
  • Recap: ColorCloud 2025
  • Configure DocumentsCorePack within custom pages
  • AI-Powered Document Generation with Copilot in Sales
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How to find your environment’s unique name in Microsoft Dynamics 365
  • How licenses are counted
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • How to insert Condition Fields in DocumentsCorePack Templates designer
Categories
  • *News and General Infos* 62
  • Webinars 44
  • Template Designer(DCP 196
  • DocumentsCorePack(DCP 250
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 72
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
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.