Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
CRM Dynamics form RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    hii..

    How to develop a form in Microsoft crm dynamics, where, if any one make a call , by that same time a crm form will be pop up on the computer screen, and it will display the phone number.

    Monday, April 15, 2013 11:20 AM

Answers

  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    You could use TAPI (Telephony API). When a call created in the network you could use the TAPI to capture the call and rise event. The best way to start is to use IP-Phone systems, while it is much easier. Then, based on the event you have to search on the contact or account table to see if the number exists. Then you could show the name of the contact or account based on the search results. For licensing or authentication purposes it is better to create a server application and a client application (which connects to the server application). The client application is (as you know) a windows application which pops up on the event. Then you could place buttons on the pop up window to open the call form.

    BTW, you could search for some ISV products and find some trial ones to test and capture ideas.

    If the answer helped you, remember to mark it as answer.
    My Weblog -- My Website -- My Facebook

    Monday, April 15, 2013 11:27 AM
    Moderator

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    You could use TAPI (Telephony API). When a call created in the network you could use the TAPI to capture the call and rise event. The best way to start is to use IP-Phone systems, while it is much easier. Then, based on the event you have to search on the contact or account table to see if the number exists. Then you could show the name of the contact or account based on the search results. For licensing or authentication purposes it is better to create a server application and a client application (which connects to the server application). The client application is (as you know) a windows application which pops up on the event. Then you could place buttons on the pop up window to open the call form.

    BTW, you could search for some ISV products and find some trial ones to test and capture ideas.

    If the answer helped you, remember to mark it as answer.
    My Weblog -- My Website -- My Facebook

    Monday, April 15, 2013 11:27 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

     Hi,

    Thanks for you answer Payman.

    Actually the scenario is that the telephone is already connected to the laptop/system. As soon as the phone rings, the form should pop-up on the screen, and the phone number will be display on the phone number field. I just want to create a simple CRM Dynamics form. Really i dont know how to create that, and also i am new at CRM Dynamics. so, help me to find out the solutions of this.

    Thanks.

    Tuesday, April 16, 2013 9:42 AM