CRM Integration**SUPPORT

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gs100

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We use an on-premise Dynamics CRM 2011 that I have working fine with integration on 3CX assistant and v9 of the phone system. I've read that it can be installed with v10. I have the local myphone components installed, but the only choice I see after doing so is Outlook integration. Am I not reading directions well enough and perhaps missing something? Does anyone have this working?
 
Re: CRM Integration

I face a similar issue, but can't even set up Outlook Integration as it is showing as greyed out / disabled.
 
Re: CRM Integration

Hi

We do not have support for dynamics in V10 at the moment. So you need to remain on V9 until we do this.

BJReplay -

You need to install Desktop components.

http://www.youtube.com/watch?v=saGCIwjjUTM
 
Re: CRM Integration

nickybrg said:
You need to install Desktop components.
http://www.youtube.com/watch?v=saGCIwjjUTM

They are installed - and when I start 3cx locally installed, it shows the desktop components are up to date, but the outlook integration is greyed out.

I've posted on this separately http://www.3cx.com/forums/dynamics-crm-outlook-integration-with-v10-release-myphone-20190.html wondering if anyone else has seen this.
 
Can you uninstall 3CX desktop components and install it again?

Close MyPhone.
Go to control panel
Uninstall 3CX Desktop components
Open MyPhone - preferences and download the desktop components again
INstall
Check if this is working after this.

We might have reproduced the problem - What other 3CX Phone System installations have you installed on this machine before?

This is probably caused by some problem left from a previous installation of 3CX Desktop components.

Is this a first time install or was it there before?

Thanks
 
Re: CRM Integration

nickybrg said:
Hi

We do not have support for dynamics in V10 at the moment. So you need to remain on V9 until we do this.

BJReplay -

You need to install Desktop components.

http://www.youtube.com/watch?v=saGCIwjjUTM

AHHHHH NO!!! Is there any way to trick the 3CX Assistant into running, thus working around the issue? I am cutting over tonight to 3CX from another phone system and I was hoping to avoid having to upgrade/reinstall right after we get it working.
 
no there isn't. V9 - Assistant // V10 MyPhone
There cannot be a combination of both.

If you need dynamics so much, just uninstall v10 and put v9 back - then restore v9 backup.

We did not mention dynamics anywhere in the list of supported features we implemented.

Also this is going to be a separate product for version 10.
 
nickybrg said:
Can you uninstall 3CX desktop components and install it again?

Close MyPhone.
Go to control panel
Uninstall 3CX Desktop components
Open MyPhone - preferences and download the desktop components again
INstall
Check if this is working after this.

We might have reproduced the problem - What other 3CX Phone System installations have you installed on this machine before?

This is probably caused by some problem left from a previous installation of 3CX Desktop components.

Is this a first time install or was it there before?

Thanks

Thanks for the response.

Tried the uninstall / reinstall with no luck.

Then uninstalled everything - including MyPhone locally (as well a desktop components).

Had not installed any V10 components (RC or other) on this PC, but had installed previous version of 3CX Assistant and 3CX Phone.

I'm guessing a previous 3CX component (maybe TAPI driver) might be causing the problem?
 
Log from after a full uninstall of:
  • Desktop Components
  • Install Locally
  • Remove 3CX Tapi Driver
Then reboot.

Then, before starting outlook, etc, Installed
  • Install Locally
  • Desktop Components

I would post the log and a screenshot, but attaching a file seems to kill the post, so I'll do separately.
 

Attachments

  • 3CXMyPhone.PNG
    3CXMyPhone.PNG
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Screenshot re post above.
 

Attachments

  • 3CXMyPhone.PNG
    3CXMyPhone.PNG
    38.4 KB · Views: 1,372
Log.

[16-May-2011 9:31:29 AM]
[16-May-2011 9:31:29 AM] Log Initialized
[16-May-2011 9:31:29 AM] Starting application
[5/16/2011 9:31:31 AM] Start initializing out of browser application
[16-May-2011 9:31:31 AM] Searching metadata in: C:\Users\xxxxx\AppData\Local\Microsoft\Silverlight\OutOfBrowser
[16-May-2011 9:31:31 AM] Found host application with id: 113144998.sagepbx01. Searching for myphone
[16-May-2011 9:31:32 AM] Found application with id: 113144998.sagepbx01, link:C:\Users\xxxxx\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\3CX MyPhone.lnk, shortcut:3CX MyPhone and metadata path:C:\Users\xxxxx\AppData\Local\Microsoft\Silverlight\OutOfBrowser\113144998.sagepbx01\metadata
[5/16/2011 9:31:32 AM] Com object is missing
[16-May-2011 9:31:32 AM] Client subscribe completed Successfully
[16-May-2011 9:31:33 AM] Client login Successfully
[16-May-2011 9:31:34 AM] Receiving data
[16-May-2011 9:31:34 AM] Submit completed for client with id: 8
[5/16/2011 9:31:34 AM] Group name: __MANAGEMENT__ added on polling duplex connection
[5/16/2011 9:31:34 AM] Extension number: 101 added on polling duplex connection
[5/16/2011 9:31:34 AM] Extension number: 102 added on polling duplex connection
[5/16/2011 9:31:34 AM] Extension number: 106 added on polling duplex connection
[5/16/2011 9:31:34 AM] Extension number: 110 added on polling duplex connection
[5/16/2011 9:31:34 AM] Extension number: 115 added on polling duplex connection
[5/16/2011 9:31:34 AM] Extension number: 116 added on polling duplex connection
[5/16/2011 9:31:34 AM] Extension number: 128 added on polling duplex connection
[5/16/2011 9:31:34 AM] Extension number: 101 updated on polling duplex connection
[5/16/2011 9:31:34 AM] Initialization process finished. Start displaying the data
 
Excuse me but you might have misunderstood my previous post.

What I meant to say is that If I am an administrator of a 3CX PBX and I need microsoft dynamics in my company, and I stated that version 10 does not yet offer support for it, then there is enough reason to believe that i need to keep my pbx on version 9 for the moment until v10 has support for it.
 
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