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- Aug 9, 2017
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Hi Folks,
I've setup 3CX with Dynamics 365 using the Server Side setup. I'm using the WebApp (It's a shame the Windows SoftPhone app can't do this functionality!), but I'm having three issues.
I'm able to open the contact which will open Dynamics CRM and take me to the correct record which is awesome, but it's not adding any activity under "activities" to record incoming answered calls.I understand it should add this information when the call ends, which it's not.
Additionally I've been asked if a call is made by clicking on a phone number within CRM if it will add itself into activities as an outbound call. I can't find any information on this if someone could comment on the behavior of their installation thanks!
Finally we're having an issue when clicking on a phone number to dial from CRM. It's adding 2294 in front of the phone number which is perplexing. I assume it's Dynamics doing this, but I don't know where to change this if anyone could comment.
Thanks in advance team!
- Jay
I've setup 3CX with Dynamics 365 using the Server Side setup. I'm using the WebApp (It's a shame the Windows SoftPhone app can't do this functionality!), but I'm having three issues.
I'm able to open the contact which will open Dynamics CRM and take me to the correct record which is awesome, but it's not adding any activity under "activities" to record incoming answered calls.I understand it should add this information when the call ends, which it's not.
Additionally I've been asked if a call is made by clicking on a phone number within CRM if it will add itself into activities as an outbound call. I can't find any information on this if someone could comment on the behavior of their installation thanks!
Finally we're having an issue when clicking on a phone number to dial from CRM. It's adding 2294 in front of the phone number which is perplexing. I assume it's Dynamics doing this, but I don't know where to change this if anyone could comment.
Thanks in advance team!
- Jay
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