Dynamics CRM Contact vs. 3CX-Phonebook

[LH74]

I've successfully established a connection between Dynamics CRM and 3CX and I'm glad that I'm able to retrieve CRM Contact details within CFD. But I'm not familiar with CRM, so I'd like to ask, if
someone confirm, if the following assumtions are true or false, please?

• There is no way to synchronize between CRM-Contacts and 3CX-Phonebook upon request or automatically, meaning, creating or updating a CRM contact results in creating or updating the 3CX-Phonebook Entry?
• There is no way to retrieve contact details from 3CX-Contacts in CFD, only from CRM?
• To display caller's name on SIP-Phones, the name must be listed in 3CX-Phonebook, not only CRM (because that information is needed on starting the SIP-Call to the phone and cannot be handed in later as it is possible on 3CX WebClient)
• To display caller's name in 3CX Call Report the name must be listed in 3CX-Phonebook, not only CRM

Thank you very much.

 

[edossantos]

There is no way to synchronize between CRM-Contacts and 3CX-Phonebook upon request or automatically, meaning, creating or updating a CRM contact results in creating or updating the 3CX-Phonebook Entry?

Correct, there is no automatic synchronization. Contacts might only be synchronized (optionally) when they call you or you call them.

There is no way to retrieve contact details from 3CX-Contacts in CFD, only from CRM?

There are no components to run a phonebook search, however this might be an alternative way of doing it:
https://www.3cx.com/community/threads/lookup-in-3cx-contacts-by-cfd.85084/#post-399297

To display caller's name on SIP-Phones, the name must be listed in 3CX-Phonebook, not only CRM (because that information is needed on starting the SIP-Call to the phone and cannot be handed in later as it is possible on 3CX WebClient)

Correct.

To display caller's name in 3CX Call Report the name must be listed in 3CX-Phonebook, not only CRM

Correct.

 

[LH74]

Thank you so much for your answer. You wrote:

Correct, there is no automatic synchronization. Contacts might only be synchronized (optionally) when they call you or you call them.

How to setup a synchronisation, if a call is made or received and the caller's name is listed in the 3CX Phonebook only?

 

[edossantos]

You need to enable the option "Add CRM contacts to 3CX company phonebook when a call or message is sent or received", under Settings > CRM.