CloudCall Click Microsoft Dynamics CRM

Transcription

1 2.0 CloudCall Click Microsoft Dynamics CRM PRODUCT UPGRADE GUIDE SYNETY Limited Contact: Web:

2 Table of Contents Dynamics CRM CloudCall Upgrade Overview... 2 Company Overview... 2 Product Overview... 2 Dynamics CRM CloudCall - Administration Guide... 3 Upgrade & Configuration... 3

3 Dynamics CRM CloudCall Upgrade Overview Company Overview SYNETY is a UK based provider of integrated telecommunications services for CRM providers. The company provides a Cloud based integrated communications service called SYNETY CloudCall Click. Designed for small and medium sized businesses, CloudCall Click allows Dynamics users to make calls and access call recordings directly from inside Microsoft CRM and Microsoft Outlook software without requiring any new hardware. CloudCall Click works with virtually any existing phone system, including PABXs, Skype, Lync or various hosted VoIP telephony solutions. CloudCall Click offers customers access to our wholesale billing rate, giving an instance return on investment. CloudCall Click is available for 10 per user per month, and includes call recording with extended storage at no extra cost as well as realtime reports and dashboards accessible through our web portal or via our RESTful API. If a full PBX replacement is required - CloudCall Enterprise provides businesses with an advanced hosted PBX service with access to our CloudCall API to integrate into your existing software without requiring specialist phones or telephone lines. SYNETY Ltd is a wholly owned subsidiary of SYNETY Group plc. an London AIM listed business. Product Overview Product Name: CloudCall Click Upgrade Purpose: Telephony integration for Microsoft Dynamics CRM 2011 Polaris Release Upgrade Overview: CloudCall Click extends application full functionality for read-optimized user interface (Polaris) newly introduced by Microsoft Dynamics CRM December 2012 Service Update.

4 Dynamics CRM CloudCall - Administration Guide Upgrade & Configuration Thank-you for upgrading to CloudCall Click for Dynamics CRM, there are now 3 short steps to upgrade your plugin. Perform activities to install managed solution of CloudCall Click on your Dynamics CRM installation. Perform activites to upgrade CloudCall Click configuration on your Dynamics CRM installation. Re-enter CloudCall accounts with valid user & password of all CRM Users for upgrade configuratiton Your CloudCall Click for Dynamics CRM is upgraded and ready to use. Step 1 2. From the Left Navigation area, Select Solutions under Customization 3. Click Import on the Actions toolbar 4. Locate where you save the file, and select CloudCallPlugIn_2_0_managed.zip 5. On the post Import Action Screen, select checkbox to enable SDK plug-ins. This box must be selected for CloudCall to function as mentioned in below attached Snapshot.

5 Step 2 2. From the Left Navigation area, Select System Jobs under System 3. Click More Actions -> Bulk Delete to pop Bulk Delete Wizard. 4. Select License Keys in Look for Dropdown Box & Click OK 5. Wizard shall be followed through using OK, Next & Submit actions appropriately 6. Repeat Steps 3 5 with Select CloudCall Paramter in Look for Dropdown Box 7. Repeat Steps 3 5 with Select CloudCall Parameter Fields in Look for Dropdown Box Step 3 2. From the Left Navigation area, Select Administration under System 3. Click Users to display list of Users 4. Select User and double click on the row to pop User Details Window 5. Enter CloudCall Account & Password for the User 6. Click Save & Close using Application Ribbon on Top Following Step 3, your service is upgraded and ready to use.