3CX Dynamics Phone integration, go to Unifed Interface rather than classic view

[Alex Howard]

Hi,

We would like to use the screen pops with Dynamics integration but I cannot get them to go to the new Unified interface. Is there a way to do this? Microsoft is pushing everything to this new view.


Thanks!
Alex Howard

 

[edossantos]

Hello Alex,

We're aware of this. At the moment there is no way to do this, the Contact URL returned by the template points to the classic view. Shortly we will check the options we have to improve this, however please note that there is no ETA for this.

Kind regards.

 

[Alex Howard]

Thanks for the fast answer! Is there anyway to modify the template?

 

[edossantos]

Yes, this is how you can do it:
1) Go to the 3CX Console > Settings > CRM Integration > Microsoft Dynamics 365 > Show Template button.
2) Copy the XML and save it to a local file named "Dynamics_Custom.xml".
3) Change the second line, from:

<Crm xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Country="US" Name="Microsoft Dynamics 365" Version="7">

to:

<Crm xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Country="US" Name="Microsoft Dynamics 365 Custom" Version="7">

4) Make your changes to the template.
5) Save your changes. Go to the 3CX Console > Settings > CRM Integration > Add button. Select the template "Dynamics_Custom.xml" and configure it with your credentials.

Please note that you will end up with a customized template, so you will miss any update provided by 3CX.

 

[Alex Howard]

Awesome! Thanks I will give that a try.

Alex