dynamics crm

  1. Solved Dynamics CRM Integration Token expiring

    Did 3CX change something on their latest update? For some reason, when i authorize on 3CX, the test succeeds. Then a minute later, I get this error. I even tried creating another app registration but get the same error after a minute. Seems the Token doesn't stick.
    • Alldayrr
    • Thread
    • dynamics crm
    • Replies: 9
    • Forum: Other

  2. Is integration currently possible only with Dynamics 365 or also with Dynamics 2013?

    I saw that 3cx can be integrated with Microsoft Dynamics365 but what about Dynamics 2013? And if there is no such possibility, can it be implemented by creating a custom plugin? Thank you for the answers
    • Cozas
    • Thread
    • 3cx crm dynamics 365 dynamics crm microsoft dynamics
    • Replies: 1
    • Forum: Other

  3. Dynamics CRM and Activities

    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...
    • JayNZ
    • Thread
    • activities crm dynamics crm
    • Replies: 2
    • Forum: Other

  4. 3cx can't search custom fields (dynamic 365)

    Hi expert we integrated 3cx with Dynamic 365 (on premise) when I receive call, open contact as well if the number save in "business phone" and "mobile" field. but I add more phone field exactly like the crm "business phone" with deference name. but 3cx can't search in these fields. please help...
    • mohammad01
    • Thread
    • dynamics 365 dynamics crm integration
    • Replies: 7
    • Forum: Other

  5. Dynamics CRM Integration - Change related record

    Hi, we are going to roll out 3cx the next weeks and i am checking possibilities about its integration to Dynamics CRM 365 (onPremise). As far as i understand an incoming call creates a phone call (activity) record and assigns it to the corresponding contact - and sets it to "completed" state ...

  6. Dynamics CRM Activiti On Answer

    Hello, we use the 3CX Client Plugin for Dynamics CRM. The contact folder also opens, but the activity in CRM is not created until the call is ended. Is it possible that the activity in the Microsoft CRM system is already created when answering the call.

  7. Dynamics configuration

    Hello everyone, I recently integrated and deployed the Dynamics CRM plugin in the client. I'm willing to automate the configuration of the plugin to ease the deployment. To do so, I tried to override the %appdata%\3CX Phone for Windows\3CXCRMUser.ini file with the information of my CRM server...

  8. Interface 3CX With Dynamics Crm

    hi all I'm testing 3cx interrface with Dynamics Crm. But i have a problem when i do step: Microsoft Dynamics CRM configuration I try to complete that step, but i can't . I dont know : fied Server , Port I have read the page of dynamics crm . but i don't know use which sever in page...
    • sang
    • Thread
    • 3cx dynamics crm interface dynamics crm
    • Replies: 17
    • Forum: Other

  9. Dynamics CRM Routing call to owner

    I am testing the Dynamics CRM integration with 3CX. I do have that working. It would be nice if we could pop a phone call activity when the call comes in. As of now, you have to click on phone call and load that form as well. For a busy call center it helps to be able to just pop the call and...
    • NUWELLEPIC
    • Thread
    • call routing crm activity dynamics crm
    • Replies: 2
    • Forum: Other
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