Category Archives: IT Guide

For IT to prepare, install and maintain Dynamics Telephony

How to add an RTD column

You can easily add columns to the Agent RTD. The steps below show you how to add a total “Calls” column.

Steps

1.In Advanced Find, go to DiallerReports, use any view you like and click Results. AdvancedFind

2. Then you click New DiallerReportsDiallerReportsTable

 

 

3. Here you click on the dashed lines to set/change the propertiesReportFields

For example, if you wanted to add a ‘Total Calls’ report, you could set it up like this. TotalCalls

Description is what will appear at the top of the column when in a          table.
Key is the source of the data to be displayed.
Type is the data type. Here it is attribute. Other types include rule,        filter, calculated and livestate. These will be discussed in another          post.
Value is the column width in percent for attributes. For other types      in can be different.
Order is the order in which the columns will appear. If you want to        put a new column in the middle, the following columns will have to      be manually shuffled forward.
ReportName is the report into which the column will be put.
Name is the name which can be used to cite this data in another              report.

 

4. If you want to change the fields available, click form editor and drag fields from the right toolbar into the column on the left to add them in, or out of the left column to remove themAddFields

Make a setting global

Dynamics Telephony stores all its settings in CRM. Some are global and some are per user. You can change a user setting and make it global. This will mean that any new users will pick up that global setting as their default setting.

You might use this to, for example, make all new users use a particular telephony connector, when they first run. This would eliminate a manual configuration step that the user might get wrong.

In the following procedure, I will show you how to make a global setting that will default new users to use TAPI. The procedure is the same for other settings.

Set up Dynamics Telephony for one user and set their telephony to TAPI and their TAPI version to 2.1.
Close the Dynamics Telephony application

Run an Advanced Find in CRM on DialerKvTable to find the setting below
global_kv_tapi_1

 

Change the “scope” value to “global”, per this snap.
global_kv_tapi_2

 

Install a new user and they will default to TAPI 2.1

 

Client Rollout Options

Dynamics Telephony supports a number of client rollout options to make the experience trouble free for all organization sizes.

GLOBAL SETTINGS

All Dynamics Telephony settings are stored in CRM. This means you can pre-configure all users telephony settings. This can apply to any of the install options below. The items you would pre-configure are:

  • All users default telephony (e.g. TAPI, Skype for Business, etc. )
  • Individual user’s preferred telephony
  • Telephony setting such as server, username and password
  • Colors and preferences.

 

INSTALL OPTIONS

1. Install as click-once from Dynamics Telephony servers

This install can be done by end-users. the steps are

  1. Go to the install URL (that you would include in the instructions email)
  2. Download and run the setup.exe (If there might be security prompts in your environment, these should be dealt with in your instructions email)
  3. When prompted, enter the URL of the CRM (that you would also include in the instructions email)
  4. When Dynamics Telephony starts, go to Menu > Settings and pick your telephony provider from the list. For TAPI and Skype for Business, no further settings are required. For others, a username and password are required. NOTE you can also pre-configure all user’s settings in CRM to eliminate this step 4 completely. See GLOBAL SETTING above

We will help with defining this rollout procedure during the on-boarding process.

2. Install as click-once from your own server

Dynamics Telephony can provide you with the click-once install files for you to host on your own server. The install procedure would be the same as above. Advantages include:

  • No dependence on the internet-based Dynamics Telephony servers
  • Ability to prevent update rollout until you have verified compatibility with your needs.

Contact us for more information on this service.

Install from MSI

Dynamics Telephony can provide you with an MSI customized to your organization’s needs. Advantages include:

  • Enables a completely silent install with no intervention from the user or IT.
  • Specify the CRM URL for the user to use – normally this is entered by the user. With an MSI, this can be pre-configured.
  • All other settings, such as the users telephony settings, can be pre-configured too per GLOBAL SETTINGS above.
  • Customize aspects of the install such as application location, additional help files, shared phone-book location.
  • Ability to prevent update rollout until you have verified compatibility with your needs.
  • Additional customizations such as registry entries to simplify telephony driver install.

Please contact us for more information on this service.

Service User

Dynamics Telephony uses a CRM User we call the Service User. Dynamics Telephony uses the Service User in the background for various install and config tasks. The Service User has sysadmin role in CRM.  You should restrict the permissions once the initial install is done.

If you want to use 2-factor authentication for the Service User, then you will need an App password per this Microsoft article here. Alternatively, you should use a strong password for the Service User.

If you need to change the Service User password, then it is best to change it in Dynamics Telephony at the same time as you do it in 365. Have one Dynamics Telephony client open at… > Settings cog > Settings > CRM Configuration. Then make the change in both places and restart all Dynamics Telephony clients.

If you change the password and get locked out of Dynamics Telephony, then follow the procedure below.

YOU ONLY HAVE TO DO THIS ON ONE PC

  • Find dynamicstelephony.exe It is in a folder like:
    C:\Users\user_name\AppData\Local\Apps\2.0\5EMKZVJH.CCT\1V5NVG3J.RQX\dyna..tion_a5dd519732421760_0002.0000_e6f31e9e898701bc
  • Right-click on the EXE and make a shortcut
  • Edit the shortcut and add “/admin” at the end like this

admin_shortcut

Now, when you run Dynamics Telephony using this shortcut, and the connection to CRM fails, you will a the dialog where you can change the service user and password.

Dynamics Telephony and Sales Orders

Dynamics Telephony is perfect if you use CRM Orders, where it can pop Orders (if there are any open for the caller) or pop the callers Contact record. Furthermore, the phonecall activities are logged against the Order as appropriate.

How to get Dynamics Telephony to pop an Order based on the callers phone number

Orders have two phone numbers (Bill To Phone Number and Ship To Phone Number) you can use to match against the incoming call. Or, you can add a custom phone number field for Dynamics Telephony to search.

Remember, Dynamics Telephony can be set to search multiple fields in an entity

TIP: Set a condition that the Order must be open (status=active) for the phone number to be populated. In this way, only open Orders will match and pop.

In the custom entity dialerKVtable, add an entry for each phone number field you want to search..
type: phone
Value: new_phone1 – the name of phone number field
scope: global
Parent: <blank>
Name: incomingLookup_salesorder
Key: 1 – the order of lookup in this entity

Also in dialerKVtable entity, add another two entries as follows for the primary text to display
Key: salesorder
Name: entityPrimaryNames
Parent: AppSettings
Scope: global
Type: string
Value: name – *

Key: name – *
Name: incomingLookup_order
Parent: <blank>
Scope: global
Type: name
Value: name – *

NOTE: The above will display the Name of the Order. You might prefer to create another custom field on the Order that combines customer name and Name. This will be useful for multi-match. It must be a string custom field. Replace “name” above with your custom field name (3 places marked *)

In Dynamics Telephony settings > Inbound set..
Lookup entities: salesorder

TIP: If you set above to “contact, salesorder” then Dynamics Telephony will pop the Contact if there are no open Orders. However, if there is one open Order you will get a multi-match to choose between the Order and the Contact. In the multi-match dialog, the Contact will show at the top of the list.

How to move items from one queue to another

You can move items from one CRM Queue to another. You might want to do this to have a different user or team work on the items. In Dynamics CRM this is called “Routing” an item to another queue.

Steps

1. Run an Advanced Find to locate the queue items you want to move.

2. Select all the items

3. On the Ribbon, click “Route”

4. Select the queue you want to route the items to and click “Route”

crm_queueitems_routing

How to add a queue to CRM

Queues are a standard feature in CRM. Dynamics Telephony can monitor a CRM queue, or queues, and pop any “Queue Items” out for a user to autodial.

Follow these steps to set up a Dynamics CRM Queue

1. Go to CRM > Settings > Business Management > Queues

crm_queues

2. Click the ” + New ” button

3. Enter the new queue Name.

crm_queue_settings

4. Set the queue as Private (where you can control who is a member), or Public (where everyone has access)

5. Save.

Now you can set the membership per this article

 

Asterisk Queue-names Integration

Dynamics Telephony can get and use the name of the Asterisk Queue that an inbound call came in on. Example use cases are:

  • You want to pop a particular form based on the Queue-name
  • You want to auto-populate the Queue-name into a custom field – e.g. in a phonecall, lead or case (incident)
  • You want per-queue statistics in CRM
  • You want to filter the customer search using Queue-name (e.g., if you have a queue per “brand”)
  • You want to search one of multiple CRM instances based on queue name.

Setting up Asterisk to pass queue-name

You have to set up Asterisk so that the queue-name is passed to Dynamics Telephony. You do this by pre-pending the queue-name to the callers name. You do this with a pattern so that Dynamics Telephony can parse out the queue-name. The standard pattern Dynamics Telephony accepts is

D:queue_name:callers_number_or_name

However, you can use another pattern if you wish by changing the RegEx in Dynamics Telephony Settings > Provider Configuration: DNIS RegEx.

For example, in freePbx, you set the prefix in Applications > Queues > [pick a queue] >General > CID Name Prefix = D:My Test Queue:
asterisk_queue_CID_prefix

Setting up Dynamics Telephony to accept Queue-name

Dynamics Telephony will parse the queue-name, set up in above section, to a DNIS in Dynamics Telephony. DNIS stands for Dialed Number Identification Service. So it identifies the destination the caller reached. The queue in this case.

Set up a DNIS in Dynamics Telephony with the same DNIS and Label as the queue-name (case sensitive), as shown below.
dnis_setup

 

Now what can you do?

Some of these require use of the Dynamics Telephony API – See here for more

– The inbound call dialog will show the DNIS name when a call arrives via that queue. You can also have a per-DNIS color and logo.

– To pop a particular form, your JavaScript running in the originally popped form can query Dynamics Telephony via the API to get the DNIS and change the form.

– To auto-populate a custom field, your JavaScript running in the originally popped form can query Dynamics Telephony via the API to get the DNIS and populate the field

– The Dynamics Telephony Entity for statistics (dialerCall) will now have the DNIS as a field

– You can auto-populate the phonecall Description field, or the auto-added Note, by using the placeholder <<dnis>> in Dynamics Telephony Settings > General : Phonecall Description or Other Party Note

– You can direct the CRM search on inbound call to a particular CRM by picking from the list in the DNIS configuration.

– You can filter inbound call search results to only those where queue-name matches any field in the entity. You set this in Dynamics Telephony Settings > Inbound > DNIS Filter, with a value something like {“entity”:”contact”, “attribute”:”new_brand_name”, “type”:”string”}