Dynamics CRM 365 (onPremise).

[David Hill]

I see instructions for Dynamics CRM 365 online. Is there any for onPremise? Has anyone had luck with onPremise?

 

[edossantos]

Hello @David Hill,

For on-premise installations you need to use the client side plugin. Go to the 3CX Console > Settings > CRM Integration > Client side tab > Download Dynamics CRM plugin. Then go to the extension you need to use with this integration, select the Integration tab and configure the Dynamics CRM plugin from the drop down list.

Once you have done this, reprovision 3CXPhone and you can proceed with the client side configuration, as described here:
https://www.3cx.com/user-manual/dynamics-crm-integration/

Kind regards.

 

[mohammad01]

Hi,
I receive call in Dynamics CRM 365 and it's fine. but how can we call from Dynamics CRM 365 on premise?
you know, call log under contact or account is important. So I familiar with click to call extension, but it doesn't call log and just lunching the 3cx app.
i see your link. how can config Launching Calls from Microsoft Dynamics CRM in 365 on premise and add this solution?
tanx

 

[edossantos]

Hello @mohammad01,

If you make calls using the 3CX click to call extensions, these calls should be also logged in your CRM.

Kind regards,