Integrations - Microsoft Dynamics CRM

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

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

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 http://repo.ssl7.net/Other/MSCRM2011-click2call.zip 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

Test Call

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.