• 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 TelephoneIntegrations’ Smart Find feature

How to use TelephoneIntegrations’ Smart Find feature

61 views 0 Updated on July 27, 2022

This article outlines how to use the Smart Find feature of TelephoneIntegration. This feature facilitates the find of all extensions related to an account when receiving an incoming call. It can be used occasionally or activated for permanent use.

Purpose of the Smart Find feature
Once the TelephoneIntegration Smart Find feature is activated, it permanently resolves numbers that are related to an incoming call.



Figure 1: Without Smart Find -Incoming call (main number: 680880) with extension (21) NOT resolved
​



Figure 2: With Smart Find – Incoming call (main number: 680880) with extension (21) resolved

For example:

You receive a call from the number 0316 68088021.
0316 680880 = main number
21 = extension

The main number is saved in your CRM, but the extension is not. This is why TelephoneIntegration usually resolves the number 0316 68088021 as an unknown number. 

When activating the Smart Find feature (no matter if occassionally or permanently), TelephoneIntegration will provide you with the extension that is saved in CRM for this particular number. 

How do I activate the Smart Find feature?
The SmartFind can be activated occasionally or permanently.  

In order to activate it on occasion, simply click on Search Potential in the Context menu.



Figure 3: Occasionally activated Smart Find

In order to activate it permanently, simply navigate to the Advanced-tab in the TelephoneIntegration Settings and check the activate search for potential matches-checkbox in the Search for potential matches-section. Next, click on the [Save]-button.



Figure 4: Activate Smart Find permanently

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
  • Office Theme Support of DocumentsCorePack
  • AssureSign for DocumentsCorePack
  • Dynamic Document Properties
  • How to conditionally remove a watermark in DocumentsCorePack templates
  • Document Processing with DocumentsCorePack (DCP)
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Online Service Configuration
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
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
  • Online Services: Required Application Permissions
  • How licenses are counted
Categories
  • *News and General Infos* 51
  • Webinars 34
  • Template Designer(DCP 173
  • DocumentsCorePack(DCP 191
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
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.