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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / TAPI Integration to ca...
Microsoft Dynamics CRM (Archived)

TAPI Integration to call CRM 2011 Dialog

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Posted on by CRMINAL 55

I need to integrate a telephony solution with CRM, launch a Dialog and pass incoming phone number and a CTI call ref.

Apart from the initial phone call activity record, I only need to create other records (i.e. Contacts, case) as part of the dialog.

I was thinking of using the Dialog URL structure.

http://CRMServer_Name/Org_Name/cs/dialog/rundialog.aspx?DialogId=DialogID&EntityName=EntityLogicalName&ObjectId=EntityObjectId

But can I add a parameter to this URL. i.e. call ref, and pick it up inside the Dialog?

 

Also any code snippets as examples of how to do this would be greatly apprteciated.

I dont need a full blown add on, these all seem to want to do integrated search and create activitys/contacts etc. which I dont need. None that I have seen mention dialogs.  

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  • Suggested answer
    Genzai Profile Picture
    Genzai 45 on at

    Hello CRMINAL,

    I don't have a code example, but I know a middleware who does the integration between your TAPI telephony and Microsoft Dynamics CRM called CTI for MS-CRM Integration.

    With this tool, you will have a log of your calls and then you will be able to create your records on a call (i.e. Contacts, Case, etc.)

    It supports various version of Microsoft Dynamics CRM, including Microsoft Dynamics CRM Online.

    About VoIP, this application is compatible with Microsoft Lync and, in your case, TAPI 2.1/3.0. It can be integrated, for example, with Avaya, Asterisk and Cisco.

    You can also find a lot of information on the official website www.lambertconsulting.ch/.../CTI_for_MS-CRM_Integration or on this You Tube channel ctiformscrm

    A trial version of the tool can be downloaded there: www.lambertconsulting.ch/.../Download.aspx.

    I hope it will help you

  • Chrisotoole Profile Picture
    Chrisotoole 60 on at

    Checkout CloudCall Click for Microsoft Dynamics from SYNETY. Enables click to dial and call recording all directly from within CRM.

    Works with any phone system whether its analogue or the latest VoIP solution, no additional hardware or software needed

    For a free 14 day trial with £10 of call credit click this ink http://bit.ly/10ek52q

  • Community Member Profile Picture
    Community Member on at

    Hi,

    Are you still looking to integrate your phone application to MS Dynamics? You can try Tenfold for this integration. Tenfold offers seamless integration for MS Dynamics to over 150 phone systems available. You can request for a demo and also sign up for a free trial. Below is a list of integrations they have with MS Dynamics.

    www.tenfold.com/.../dynamics

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