CRM :: HOWTO CRM Integration Microsoft Dynamics

Microsoft Dynamics Configuration

Microsoft Dynamics doesn’t require any special configuration.

CRM Integration Service

Configure the CRM Integration Service with the following options:

Pressing the toggle button will enable or disable the service.

(E.g. On/Off)

(Toggle button)

• CRM Type

Select one of the CRM services supported by PBXware.

(E.g. MicrosoftCRM)

(Select box)

• Organization Service URL

Organization Service URL for the Organization

(E.g. https://examplecompany.api.crm4.dynamics.com/XRMServices/2011/Organization.svc)

NOTE: For more information, please refer to the screenshot.

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• Page URL

URL of the user's Organization

(E.g. https://examplecompany.crm4.dynamics.com)

NOTE: For more information, please refer to the screenshot.

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• Login URL

Microsoft's Login page

(E.g. https://login.microsoftonline.com)

NOTE: For more information, please refer to the screenshot.

([a-z][0-9])

• Microsoft Dynamics Version:

Select the Microsoft Dynamics Version

(E.g. Online/On-Premise)

(Select box)

Additionally, the 'Save to enable' button will appear which indicates that a user has to populate all fields on the page and 'Save' settings.

(Button)

After populating all fields and saving the settings, the 'Test' button will appear.

(Button)

Upon clicking the button, users will be prompted to a different pop-up window where they can enter the CRM account information in order to test the configuration.

• Username:

Provide the CRM account's username.

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• Password:

Provide the CRM account's password.

([a-z][0-9])

• Caller ID:

Caller ID to search for a customer (optional).

([a-z][0-9])

• Log Call:

Setting 'Log call' to 'Yes' will create a log inside CRM.

(E.g. Yes/No)

(Options button)

After providing all the necessary information, press 'Run' and the CRM Integration test will be started.

Log Options

Users can enable the CRM default log options that each gloCOM instance is going to use. In addition, each gloCOM instance can set its own log options if needed.

The default log options are:

• Log inbound calls

(E.g. Yes/No/Not Set)

(Options button)

• Log outbound calls

(E.g. Yes/No/Not Set)

(Options button)

• Log answered calls

(E.g. Yes/No/Not Set)

(Options button)

• Log unanswered calls

(E.g. Yes/No/Not Set)

(Options button)

• Upload recordings

(E.g. Yes/No/Not Set)

(Options button)

• Please refer to the example of how to Integrate MS Dynamics CRM with PBXware:

gloCOM Configuration

Each gloCOM user should set his/her Microsoft Dynamics CRM username/password details.

• Please refer to the example of how to Integrate MS Dynamics CRM with gloCOM: