Dynamics CRM Integration - Change related record

[Ralph Eckstein]

Hi,
we are going to roll out 3cx the next weeks and i am checking possibilities about its integration to Dynamics CRM 365 (onPremise).
As far as i understand an incoming call creates a phone call (activity) record and assigns it to the corresponding contact - and sets it to "completed" state .
This works fine for most cases but doesnt really match some requirements i have from our integrated support department.
They would like to have the call assigned to a case they are working on.

Could you provide some information how we could achieve that ? Or some proposals from other installations ?

Thanks and best regards,
Ralph

 

[edossantos]

Hello @Ralph Eckstein,

The Dynamics CRM plugin can't be customized to work in the way you need. You would need to edit the scripts yourself, and upload it to 3CX as a custom plugin. The scripts are written in C# and you have all the source code, so you can take over and edit what you need.

Kind regards.

 

[VoIPTools]

Hi Ralph,

If you don't have experience building CRM integrations with 3CX or writing code in c#, there are 3CX Partners that specialize in this type of work and would be happy to assist you.