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CRM Integration

CTI by Simova needs to be set up in some area. Some setups aren't provided with the setup wizard because these are individual for each environment.

The following steps need to be performed to get integrated the CRM.

Prerequisites

To See
First step is to activate the CTI License License activation and assignment
Second step is to set up the CTI Module Setups Module Setup

Info

This setups aren't provided with the CTI setup wizard.

Activate the CRM Integration

  1. Open the Business Central client with the selected mandators.
  2. In Departments, select Simova Apps | CTI in the navigation bar and open CTI Setup via Administration.
  3. In the CRM tab, the relevant setups for activating the CTI integration in the standard CRM module Business Central are implemented.

  4. Activate the CRM integration with the CRM Active checkbox.

    Info

    Activating and adding the activity template codes sets which activity template codes will be written to the CRM of Business Central. These are the call information that you can later find on the corresponding contact cards after the contact has called. Via the field Advanced in the drop-down field one can dive into the list of activity templates. With the action New in the action bar, the following activity templates are to be defined.

    Call Type Activity Template Code Description
    Incoming Calls CTI_IN CTI Incoming Interaction Template Code
    Outgoing Calls CTI_OUT CTI Outgoing Interaction Template Code
    Missed Calls CTI_MISSED CTI Missed Incoming Interaction Template Code
    Unanswered Calls CTI_NOTACC CTI Unaccepted Outgoing Interaction Template Code

  5. In addition, an activity group code must be created. A new activity group code can be created via the Advanced field in the drop-down box. Use the New action in the action bar to create the activity group code CTI with the description CTI.

  6. Complete the activity templates with the activity group code and a description.
  7. The four templates created here can now be added to the matching fields in CRM and your CRM integration is complete.

See also