Microsoft Outlook CRM integration

Launching calls from Microsoft Outlook

If you use Microsoft Outlook or any TAPI compliant application and store all your phone numbers in Outlook contacts, you can easily launch calls directly from Outlook. To do this:

1. Right click on the contact in Microsoft Outlook, and select ‘Call contact’

2. The Microsoft Outlook New Call dialog will appear. The first time you use the Microsoft Outlook integration, click on ‘Dialing Options’

3. In the section ‘Connect using line’, select the entry 3CX TAPI Service Provider. Click OK to exit the dialog.

4. Now you can click the start call button. The call will be set-up directly to your phone.

Screen pop-up on incoming call

When an inbound call arrives to your extension, a screen pop-up will show the customer contact details. You can close it right away or wait for the application to close it automatically.

To open the contact record in Microsoft Outlook or Salesforce, click on the “Click to open the contact record” link. When a contact is not found in Microsoft Outlook or Salesforce, you can automatically create it by clicking the “Click to create a new contact record” link.