Today I will talk about a very basic telephone integrator that you can use in any MS CRM instance, it has a telephone simulator as well.
Step2: Verify your email id then log in and go to the below URL to download the telephone integrator which is suitable for your organization.
Step3: Download the Client as well as the Server version.
Step4: First install the server version, it will take around 40 50 min to configure itself with your CRM Organization.
Step5: You will get the below screen, here you can select the entities where you want telephone integration works, which means when you get a call, the add-on will search for the records with the same numbers on those entities.
Step6: Select the plugins to want to work with the add-on, you can select only one as a default.
Step7: If you get the below error then follow step8 or skip to step9.
Step8: Go to phone and modem and configure it by giving some basic details.
Step9: At the end of the setup you will see the below screen.
Step10: Right-click on the tray icon of the phone integrator and select Setup.
Step11: Select simulation à Simulator and enter any phone number here to simulate an incoming call.
Step12: If you have any record associated with the number will show up.
Step13: Call will be started and a phone call activity will be created in the system.
That’s All.