• Documentation
  • Back to www.mscrm-addons.com
  • 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

22 views 0 Updated on March 31, 2020

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 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 work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
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
  • © 2020 www.mscrm-addons.com. All Rights Reserved.