Dynamics CRM integration

[David Hill]

A little history. Trying to figure out dynamics CRM integration settings. I could not get it to pull data. After reading these forums I was looking for the logs on the client and noticed that nothing was getting logged. I then uninstalled ALL 3CX applications on the client. Ran CCLeaner to clear out everything. Verified all directories were gone and reinstalled the WIndows client. Made sure the extension had Dynamics integration enabled. Now I can not get it to show on the client under Advanced Setting > Integration. Any ideas?

 

[edossantos]

Hello @David Hill,

The log goods good, you're receiving the calls notifications on inbound calls... How did you configure the open popup mode in 3CXPhone > Settings > Advanced > Integration > General? Is it configured to open the contact record on ring?

Kind regards.

 

[David Hill]

boom... That was it. I had turned it off because it was popping a new contact in Outlook. It now pops the CRM web page and new outlook contact. Is there a way to disable the Outlook pop up?

 

[David Hill]

Got it. Just disabled the Outlook plugin.

@edossantos thank you so much. We have a 45day trial of 3CX Enterprise and this was the last piece I needed to work before moving forward with purchase. I give you credit for making that happen. Great support Edossantos and 3CX.