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Showing posts from January, 2018

Telephone Integrator (MSCRM Addon)

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