Integration › Contacts

Microsoft Dynamics CRM

In this chapter you will learn how to add a Microsoft Dynamics CRM data source to XPhone Connect Directory.

• Open the configuration interface of the XPhone Connect Directory.

• Click on Add data source.

• Select the data source type Microsoft Dynamics CRM.

• Click on the Next button.

• Carry out the steps in the dialog:

1. First configure the Basic settings.

2. Connection

   In this step you can make the connection settings from XPhone Connect Directory to Microsoft Dynamics CRM.

   Attention

   To be able to read the entities from the database, XPhone Connect Server requires access to the views FilteredAccount, FilteredContact and FilteredLead. To do this, create the Connect Server service account as a user in Microsoft Dynamics CRM and grant it the appropriate access rights to the views.

   • SQL Server Name / IP

     Select in the field SQLSERVER NAME/IP the SQL server on which the Microsoft Dynamics CRM database is stored. XPhone Connect Directory sends a query and lists all the SQL servers available in your network. If the desired SQL server is not shown, enter the server name or SQL server IP address manually.

   • MSCRM Version

     Select your MSCRM version (2011 / 2013).

   • Organisation

     In the ORGANISATION field, select the MSCRM organisational unit to which you wish to establish a connection. A separate database is set up in the SQL server for each organisational unit created in Microsoft Dynamics CRM. The organisational units always have the _MSCRM suffix. Microsoft Dynamics CRM 2011/2013 support several organisational units.

   • Corporate unit

     Select a corporate unit here.

   • URL

     In the URL field, enter the address via which you can access Microsoft Dynamics CRM in the URL field. Do this by activating the check box. Contacts should contain a link to the MSCRM website. Entering the URL enables the original MSCRM mask containing contacts, companies or leads to be opened when searching using XPhone Connect Client. To open the detailed MSCRM mask, the user must avail of the corresponding rights in MSCRM.

3. Entities

   Define in which entities (companies, contacts, leads) XPhone Connect Directory searches for contacts.

4. Configure the Index schedule.

5. Configure the Data access.

6. Configure the Phone number conversion.

7. Configure the Authorisations.

8. Configure the Priority.

9. Configure the Proximity search.

10. Complete the data source configuration with Overview.