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Integration with Dynamics CRM - not fully functional?! RRS feed

  • Question

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    Hi,

     

    Clicking the presence indicator next to a CRM contact in Dynamics CRM for Outlook gives you the option to:

     

     - Send a mail, instant message or call the user (+ a bunch of other options)

     

    If I choose to call a CRM contact (we have enterprise voice with pbx integration up and running) there no phone number availible to Call. We ony get the option to add a phone number.

     

    The only way to be able to call A CRM contact is to create a Outlook Contact with the same contact info as the CRM Contact. Doing that makes it possible to right click and call a CRM Contact.

     

    But who want to add all you CRM contacts as Outlook contacts?! Let´s say we have 10 000 CRM contacts...it´s not that nice to have 10 000 Outlook contacts.

     

    Dos anyone know if it´s possible to call a CRM user using the phone number entered on the crm contact info, without adding outlook contacts?

     

    This has to be a problem someone else has stumbled over Smile

     

    Br, Daniel

    Monday, September 22, 2008 12:22 PM

Answers

All replies

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    Daniel

     

    I just finished implementation of RCC with MOC 2007.

    We run CRM in house as well. I noticed the exact same thing.

     

    Were you able to find and answer to this solution? 

     

    I see no reason to create 1000's of local contacts in each outlook database just for the function of dialing with MOC.

    Why have CRM ?

     

    If anyone or yourself have any answers please help.

     

    THANKS

    DT.

    Monday, October 13, 2008 7:02 AM
  • Monday, October 13, 2008 7:41 AM