All posts by dtAdmin

Vonage Settings

You need to add a Softphone Device to your Vonage Extension. Vonage allow up to 3 devices on an Extension. See here for details of how to do this.

The following table highlights the specific settings you should apply in Dynamics Telephony:

Dynamics Telephony Tab Dynamics Telephony Setting Value Comment
Provider
Configuration
DTMF Mode DM_Outband This is RFC 2833
Expires 1800
Provider
Account
Username e.g. VH123456 SIP/Authorization ID
Password SIP Password
Host Name E.g. sip-1234.accounts.vocalocity.com Registrar
Domain Name * A single asterisk ‘ * ‘
Transport Mode TM_UDP

 

Evolve IP Settings

The following table highlights the specific settings you should apply in Dynamics Telephony:

Dynamics Telephony Tab Dynamics Telephony Setting Value Comment
Provider
Configuration
DTMF Mode DM_Outband This is RFC 2833
Expires 1800
Provider
Account
Username e.g. 6107654321 SIP Authorization ID. You can arrange with Evolve IP for a “Shared Call Appearance” if you like
Password SIP Password
Host Name voip.evolveip.net Evolve IP Domain or Realm. If this does not work use the Evolve IP proxy Address (could be voip-b.evolveip.net)
Domain Name * A single asterisk ‘ * ‘
Proxy Address Blank.
Transport Mode TM_UDP

ShoreTel On Site Settings

The following table highlights the specific settings you should apply in Dynamics Telephony:

Dynamics Telephony Tab Dynamics Telephony Setting Value Comment
Provider
Configuration
DTMF Mode DM_Outband This is RFC 2833
Expires 1800
Provider
Account
Username e.g. 7788 Extension number on ShoreTel system.
Password SIP User Password
Host Name E.g.10.11.12.13 IP address of the SIP Domain or Realm.
Domain Name * A single asterisk ‘ * ‘
Proxy Address Leave blank
Transport Mode TM_UDP

RingCentral settings

The following table highlights the specific settings you should apply in Dynamics Telephony for RingCentral:

Go to RingCentral document on getting settings HERE

Dynamics Telephony Tab Dynamics Telephony Setting Value Comment
Provider
Configuration
DTMF Mode DM_Outband This is RFC 2833
Expires 3600
Provider
Account
Username e.g. 16147788991 Usually users phone number
Password SIP Password
Host Name sip.ringcentral.com SIP Domain from RingCentral
Domain Name * A single asterisk ‘ * ‘
Proxy Address  e.g. sip10.ringcentral.com:5090

or

199.255.120.176:5090

 Outbound Proxy from RingCentral. NOTE you might need to use the ip address for this instead – so PING it and get the ip address
Auth Username  e.g. 210987654321 Authorization ID from RingCentral
Transport Mode TM_UDP

 

If inbound calls are not working, try turning off ringing of the RingCentral Desktop and Mobile App, per this screenshot

ringCentralDesktopFwdOff

Avaya Aura Contact Center (AACC)

YOU ARE RISKING BEING FIRED, if you have Avaya Aura Contact Center and Dynamics CRM, and you do not try out Dynamics Telephony.

Dynamics Telephony for Avaya Aura Contact Center provides the perfect Unified Agent Desktop for Dynamics CRM and Avaya Aura Contact Center agents – out-of-the-box.

Dynamics Telephony provides real agent efficiencies, saving time on every inbound and outbound call. All through a beautifully simple and seamless integration between CRM and AACC.

All calls logged in CRM automatically. This means your customer records in CRM have a full trace of all inbound and outbound conversations.

Agents have all the Contact Center controls they need: Login/ Logout, Ready / Not Ready, accept / reject calls, hold transfer and conference.

agent_status_loginout_notready

Inbound screen pop means the handling time of every call is reduced. Dynamics Telephony retrieves the callers number from Avaya Aura and uses it to find the callers record in CRM. This can be CRM lead, opportunity, case, contact or account

Inbound Dialed Number or DNIS support means that agents can see which phone line, or DNIS, the call is coming in on. This can be via name and logo, like this..

incomingCallTabPopup

Also, the DNIS can cause the popped CRM page to be populated based on DNIS. For example, to select the Marketing Campaign or Source of the call.

IVR Data can be used for the screen pop (e.g. an order number), or to show IVR choices made (e.g. the caller wants to make a purchase), or to show the caller has been pre-authenticated by the IVR.

Avaya Outbound contacts can be processed by Dynamics Telephony. This means that contacts presented to an agent by Avaya Outbound will pop the related record in CRM and will be processed by the Dynamics Telephony progressive dialer algorithm. See HERE for more details

CRM Dashboards showing unified CRM & Telephony data are provided. You can adjust these for your own needs using standard CRM tools, as all data is stored in CRM. See HERE for more.

Dynamics Telephony is specifically designed to be flexible to meet many advanced need – out-of-the-box. But in addition, it is designed to be extensible to meet your specific needs easily. See the full list of Dynamics Telephony features HERE


Compatibility: CCT version 6 (Nortel) and greater. Knowledge worker or Contact Center Agent

Citrix: Yes, Dynamics Telephony is Citrix compliant

Hot Desking: Yes, Dynamics Telephony supports Avaya CCT based hot desking.

Avaya Aura Agent Desktop: Yes, Dynamics Telephony can work at the same time as AAAD on an agents PC.

Settings: CCT User, password, CCT Server, port number. You can use one user for all or dedicated users. See these settings:

avaya_cct_settings_1

avaya_cct_settings_2

Single Sign On (SSO):  Yes Dynamics Telephony supports Windows single sign on. Simply leave the CCT username blank and DT will use the current windows user to sign on to CCT

Please contact us for a personal demonstration of Dynamics Telephony for Avaya Aura Contact Center

btn_FreeTrial btn_MainSite

Transferring Calls

You can use Dynamics Telephony to transfer any call to any destination. For example, you might use Dynamics Telephony to transfer callers to another department or person.

Refer to this screen snap and the descriptions below.

phonebook

Transfer using Dial Box

With a call active on a Call Tab, move your mouse over the Phone Book icon and then down to the Dial Box. Enter the phone number to call and either press Enter or click on the Call button beside the Dial Box. The caller is put on hold automatically.

When the third party answers, click Complete Transfer to complete transferring the first caller to the third party.

If you decide not to complete the transfer, you can go back to the caller by clicking on their Call Tab and then clicking the Hold / Resume icon on the toolbar.

Transfer using Phone Book

With a call active on a Call Tab, move your mouse over the Phone Book icon and then down to a contact and click. The caller is put on hold automatically.

When the contact answers, click Complete Transfer to complete transferring the first caller to the third party.

If you decide not to complete the transfer, you can go back to the caller by clicking on their Call Tab and then clicking the Hold / Resume icon on the toolbar.

Blind Transfer

In the previous examples, if you first check Blind Transfer then, when you initiate the call to the third party, the caller is transferred to that third party without further action.

NOTE: You only see the Blind Transfer checkbox if Blind Transfer is allowed under Settings > General Settings > Allow Blind Xfer

Inbound call features

Dynamics Telephony will automatically display the name of the caller when they call in to your phone.

incomingCallTabPopup

 

Click on the Call Tab to automatically answer the call and see a full pop of the callers Account / Contact / Lead record or a Phone Call activity for the caller. The callers record will also get a Phone Call activity so you can see the full call history

inOutCallLog

 

If the callers number is in multiple accounts / contacts / leads then you get a list of all the matches to choose from.

Load a set of leads into Dynamics Telephony Progressive Dialer

This process simply involves accessing the list of leads you want to phone and running the Quick Campaign Wizard

  1. Access a list of leads you want to phone.
  2. Select all the leads you want to phone.
  3. From the menu, select Quick Campaign (sse screen-snap below).
    • You get sub-options to select all on current page, or all on all pages, or just the select ones.
  4. Go through the Quick Campaign wizard.
  5. All you need to be careful of is to select activity type of Phone Call and the Subject must be filled out. this should be the reason for the call – e.g. Spring Conference Event.
  6. When done, you see a list of Phone Calls in your Activities that you import into Dynamics Telephony Progressive Dialer in the usual way – see here.

leads2quickCampaign

Dialer settings

The Dialer Configuration settings determine the behavior of Dynamics Telephony when dialing outbound calls in the Progressive Dialer.

setting_dialer_config

 

  • Preview Time – When a Dialer call starts, there is a countdown of this number of seconds before the call is actually dialed. This time is to allow you prepare for the call. You can click the FFWD control to skip this countdown.
  • Wrap Time – When a Dialer call is released, there is a countdown of this number of seconds, after which the next Phone Call is loaded and dialed.
  • No Answer Time – When a Dialer call has been ringing for this number of seconds it automatically gets the outcome “No Answer” and Dynamics Dialer moves on to the next phone call, and automatically and dials it.
  • No Answer Retry – Dialer calls who’s Outcome is “No Answer” are tried again this number of minutes later.
  • Max No Answers – Dialer calls that have this number of “No Answer” outcomes are removed from the Dialer and not dialed again.
  • Use Dial Prefix – When checked, all outbound calls are prefixed with some digits, as defined in the next section. This applies to Dialer, Dial Box, Phone Book and Click-to-dial calls. In addition, see a discussion of a prefix Dynamics CRM may apply to click-to-dial calls here
  • External Dial Prefix – This is the prefix described in the previous section. It can be for getting an outside line, or selecting a carrier, or both.
  • Internal Ext. Length – Insert the correct length of your internal phone numbers here to prevent the above prefix being applied for internal calls made using Dynamics Telephony

 

Click to dial

Dynamics Telephony allows you to easily dial phone numbers that are in Dynamics CRM. Anywhere you see a phone number you can click on it and Dynamics Telephony will dial the call. Here are two examples of where you can use this feature: a contact and a list of contacts.

If you are on a contact, the Add Phone Call activity opens automatically for you to note details of the call and save a call log.

click_list_to_dial

click_ph_to_dial

Enabling in CRM

Enable in Settings > Administration > system Settings > General per this screen shot:

enable_click_to_dial_in_crm

 

Phone Number Prefix

This feature will interact with the settings in Dynamics CRM for “Country/region code prefixing”. If you have enabled a prefix for the user or organisation in Dynamics CRM, then Dynamics Telephony will use the prefix too. In addition, Dynamics Telephony can add another prefix for getting an outside line. See here for outside line prefix set in Dynamics Telephony

Dynamics CRM Country/region code prefixing
For click-to-dial the phone numbers must be stored in a valid number format: . However, while entering data in Dynamics CRM, users may not specify the number in the correct format. To solve this, you can enable country/region code prefixing, and Dynamics CRM will prefix the code to the number that you are trying to call. This prefixing can be done at two levels, organization-level and user-level. The user settings override the organization level settings. NOTE: if the value in a phone number field does not start with a number, the prefix specified is not used.

To enable country/region code prefixing at the organization level

  1. In the Navigation Pane, click Settings.
  2. Under System, click Administration, and then click System Settings.
  3. On the General tab, in the Set the default country/region code section, select the Enable country/region code prefixing check box, and then in the Country/Region Code Prefix, specify the country/region code, such as +1.
  4. Click OK.

To enable country/region code prefixing at a user level

  1. On the CRM Settings Cog ( File menu in CRM 2011), click Options.
  2. On the General tab, in the Set the default country/region code section, select the Enable country/region code prefixing check box, and then in the Country/Region Code Prefix, specify the country/region code, such as +1.
  3. Click OK.