In this tutorial we will show how to enable Click to Call functionality in Microsoft Dynamics 2011 CRM software. Click to call is achieved thanks to VoIPstudio’s click2call tel: URL handler and Dynamics CRM form customization which allows to double click on telephone number to place a call via VoIPstudio IP PBX extension.
Install Click2Call link hanlder
1. Download and install Click2Call link handler
2. Enter your VoIPstudio email and password
3. Click Save
button
Enable Microsoft Dynamics CRM Click 2 Call customization
4. Open Microsoft Dynamics CRM in your web browser and go to Contacts
tab
5. Open any of your contacts
6. Go to Customize
tab
7. Click Form
icon
8. Click From Properties
icon
9. Click Add
button in Form Libraries
panel
10. Click New
button in Look Up Record
window
11. Enter click2call
into Name
field
12. Select Script (JScript)
in Language
drop down list
13. Download web resource file, decompress it and upload into Web Resource form.
14. Click Save and Close
button
15. Click Add
button in Event Handers form
16. Enter click2call
into Function
field
17. Enter "telephone1","telephone2","telephone3"
into Parameters
field
18. Click OK
button.
19. Click Save
button
20. Click Publish
button
21. Double click telephone number in contact form
22. Click Allow
in external application confirmation dialog (you will only need to do this once). Your VoIPstudio phone will start ringing. Once you pickup it will connect to a number from your Microsoft Dynamics CRM contact form.