Dynamics 365 CRM contact pop-up failiure

[aschildmeyerSTR]

Hi 3CX community,

I'm currently doing a PoC have the following problem. When a call matches a Dynamics CRM record it's not opening a browser window or showing anywhere to click to open the contact up in the browser? If I understand correctly this should open a browser session to my contact entry in Dynamics. I've had the web client opened, chrome extension installed I get the call and nothing much happens. Though I see the call make the match just fine in the logs and I can look in the 3cx contacts and see it made the CRM hit and I can click the CRM button and it will open up to the record from the 3cx contacts just fine. I've gone to integration section in the web client and made sure "Automatically open Contact URL when CRM Integration" is Enabled and I have validated matching in the verbose logs but I haven't seen anything to issue a URL to open. I have also disabled pop up blockers.

Thanks for any guidance that I might be missing or stuff to try.

 

[Evolute IT]

You probably just need to allow the page to open popup windows.

 

[aschildmeyerSTR]

You probably just need to allow the page to open popup windows.

Thanks for the tip Fredrick. I tried that in my troubleshooting earlier today to no avail.

 

[edossantos]

Maybe you already have a "normal" contact in 3CX Contacts (not synched from the CRM) matching the caller's number. In that case, even if the contact is matched against the CRM, the pre-existing contact is attached to the call, and the Web Client doesn't receive the link.

 

[aschildmeyerSTR]

Maybe you already have a "normal" contact in 3CX Contacts (not synched from the CRM) matching the caller's number. In that case, even if the contact is matched against the CRM, the pre-existing contact is attached to the call, and the Web Client doesn't receive the link.

Thanks again edossantos. I've tested this and it appears you are 100% correct. Thanks for the help.