Today I will talk about a very basic telephone integrator which you can use in your any MS CRM instance, it has a telephone simulator as well. Step1: Go to the website http://www.mscrm-addons.com and create an account. Step2: Verify your email id then log in and go to below URL to download the telephone integrator which is suitable for your organization. http://www.mscrm-addons.com/Downloads Step3: Download Client as well as Server version. Step4: First install the server version, it will take around 40 50 min to configure itself with your CRM Organization. Step5: You will get below screen, here you can select the entities where you want telephone integration works, which means when you get a call, add on will search for the records with the same numbers on those entities. Step6: Select the plugins to want to work with the add on, you can select only one as a default. Step7: If you get below error then fol
To start exploring all the features offered in Office 365 Business Premium suite, you need to create a free trail of Office365 suite. Office365 offers below application you can explore. Skype for Business Microsoft Teams Microsoft Planner Microsoft Outlook Office apps (Word, Excel, PowerPoint etc) Yammer etc. To get a free subscription click here. Office365 Trail You will see below page. Scroll down the page and click on “More details” you will see below page. Now click on “Try for free” link. Fill up the information and click on Next or you can also login with your Dynamics365 user id add the Office365 subscription in it. Configure the Office365 Suite If you have already signed up for office 365 suite, now you should setup the product in Admin portal. Go to your “Admin Portal”, https://portal.office.com . Go to Setup à Products You will see a “Setup” button instead of “Assign License” on the Right corner, click on it