Microsoft Dynamics CRM (Archived)

Help with CTI Functionality

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Posted on by omgcrm

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Hello Folks,

We have requirement where we need to develop an Click To Call functionality within CRM.

We have developed a widget which pops up on the click of a Ribbon Button and passes the obtained Mobile phone or Main phone to the widget which then processes the Call feature.

The widget works pretty fine.

But now we need the same scenario to work when the Call Number field is Clicked.

Example:- Suppose the user Clicks on Mobile number or business number, the widget(an HTML) should pop up and should be able to use that Phone number for calling.

Normally in CRM, when we click on Phone number its goes to Skype so how do i replace this?

Thank you

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Remon 1,485 on at

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Hi omgcrm,

As CRM defaults to Skype/Lync (you can only choose between these two), which actually means it changes the protocol handler used for the fields. (Skype skype: and Lync callto: / tel: )

I would choose to register an application that runs your HTML widget as the skype:/callto: protocol handler (choose the application which you don't use).

Here is more info on this topic: https://msdn.microsoft.com/en-us/library/ie/aa767914(v=vs.85).aspx

Good luck,

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omgcrm 2,585 on at

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1) I need widget(HTML) to pop up when any phone number is clicked from any browser.

2)Could anyone explain how to design a Click to call functionality in CRM? What are the Steps to be taken?

i am getting confused with USD. I know it is used to create desktop applications but there are very rare tutorials regarding USD, CTI Adapter etc

Please see this Video, as this explains my scenario

how do i accomplish the things done in this video like, pop up of application and adding button in bottom, etc

Could anyone point me to right direction?

Thank you

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Kalyan Sudhir on at

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Could you please let me know how to achieve click2dial feature on html field . when clicked on OOTB CRM field, by default, it tries to connects to Skype. How to make the same functionality for html field.

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Community Member on at

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Hi,

Tenfold offers the click to dial functionality and they can integrate MS Dynamics not only to Skype, but to over 150 phone systems. They are a 3rd party CTI solution that can help you with your business needs. Their application has features such as automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend.

www.tenfold.com/.../dynamics

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Community Member on at

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Hi Sreekanth. I'd recommend Tenfold as well, I saw your post last year and jenny's recommendation. I tried the free trial and their click to dial functionality works great for me. Just in case that you haven't found a solution to this yet, why not try a third party CTI adapter like Tenfold first. Here you go. www.tenfold.com/.../dynamics

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Rahul Mishra 38 on at

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Hey there,

I would recommend the NovelVox CTI connector to help you with the Click to Dial feature and any other issues you might be facing with your current telephony system. NovelVox CTI connectors are designed to integrate with MSD and can bring a number of functional features such as click to dial, screenpop, and other call-related features to your fingertips. Say goodbye to obsolete telephony integration where you have to enable different applications for different functionalities. Get NovelVox CTI connector and make every customer interaction simple and meaningful.

To know more: https://www.novelvox.com/cti-connector/ms-dynamics/

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