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Microsoft Dynamics CRM

dynamics-crm-click2call.png

Figure 9.1 Microsoft Dynamics CRM

Integration Process of Microsoft Dynamics CRM

Note: instructions below apply only to self hosted Microsoft Dynamics CRM 2011 / 2013. Office 365 version is not supported.

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Figure 9.2 Click2call link handler

First step in the integration process is to install Click2Call link handler:

  1. Download and install Click2Call link handler http://repo.ssl7.net/Other/VoIPstudio-Click2Call-setup.exe
  2. Enter your VoIPstudio email and password
  3. Click Save button

Customization

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Figure 9.3 MS Dynamics click to call customization
  1. Open Microsoft Dynamics CRM in your web browser and go to Contacts tab
  2. Open any of your contacts
  3. Go to Customize tab
  4. Click Form icon

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Figure 9.4 MS Dynamics upload JS file
  1. Click From Properties icon
  2. Click Add button in Form Libraries panel
  3. Click New button in Look Up Record window
  4. Enter click2call into Name field
  5. Select Script (JScript) in Language drop down list
  6. Download http://repo.ssl7.net/Other/MSCRM2011-click2call.zip web resource file, decompress it and upload into Web Resource form.
  7. Click Save and Close button

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Figure 9.5 MS Dynamics telephone handler
  1. Click Add button in Event Handers form
  2. Enter click2call into Function field
  3. Enter "telephone1","telephone2","telephone3" into Parameters field
  4. Click OK button.

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Figure 9.6 MS Dynamics publish customization
  1. Click Save button
  2. Click Publish button

Test Call

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Figure 9.7 MS Dynamics test call
  1. Double click telephone number in contact form
  2. 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.