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.
Step2: Verify your email id then log in and go to below URL to download the telephone integrator which is suitable for your organization.
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 follow step8 or skip to step9.
Step8: Go to phone and modem and configure it by giving some basic details.
Step9: At the end of setup you will see below screen.
Step10: Right click on tray icon of phone integrator and select Setup.
Step11: Select simulation à Simulator and enter any phone number here to simulate an incoming call.
Step12: If you have any record associated with the number will show up.
Step13: Call will be started and a phone call activity will be created in the system.
That’s All.
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