Solutions

HCL Notes

Supported Notes versions

• HCL Notes 12

• HCL Notes 11

• HCL Notes 10

• IBM Notes 9 [1]

[1]

Only with project-specific release.

Microsoft Dynamics AX

Supported versions

• Microsoft Dynamics AX 2013

• Microsoft Dynamics AX 2012

Hint

For more information on the range of functions, please contact your XPhone Connect sales partner.

Microsoft Dynamics CRM

Supported versions

• Microsoft Dynamics 365 for Sales

• Microsoft Dynamics CRM 2016

• Microsoft Dynamics CRM 2015

• Microsoft Dynamics CRM 2013

Hint

The range of functions depends on the version: For more information, please contact your XPhone Connect sales partner. Templates are available in Contacts Designer for some versions of Microsoft Dynamics CRM.

License

• XPhone Connect Client Office Plus: per user

Hint

Hosted Microsoft CRM installations are not supported!

Microsoft Dynamics NAV

Supported versions

Microsoft Dynamics NAV 2017 (on premises) Microsoft Dynamics NAV 2016 Microsoft Dynamics NAV 2015 Microsoft Dynamics NAV 2013 Microsoft Dynamics NAV 2009

Hint

The range of functions depends on the version: For more information, please contact your XPhone Connect sales partner. Templates are available in Contacts Designer for some versions of Microsoft Dynamics NAV.

Microsoft Exchange

Application integration and process optimization works across sites, PBXs and vendors. The support of the Exchange Server follows exclusively by configuration, a software / add-in installation on the Exchange Server is not required. CTI, UM and conference functions are provided via an Outlook add-on.

Supported versions

• Microsoft Office 2024 (Outlook) 32/64 Bit

• Microsoft Office 2021 (Outlook) 32/64 Bit

• Microsoft Office 2019 (Outlook) 32/64 Bit

• Microsoft Office 2016 (Outlook) 32/64 Bit

• Microsoft Office 2013 (Outlook) 32/64 Bit [2]

• Microsoft Office 365 Business / Business Premium (see Hosted Exchange)

[2]

Only with project-specific release.

Messaging features

• Microsoft Word: ab 2016

Hosted Exchange

If the Exchange Server is not located in the corporate network, as is the case with Microsoft Office 365, there are functional restrictions and special technical requirements for the XPhone Connect Server due to the lack of a MAPI connection. There are basically the following scenarios:

• Office package (Word, Outlook, usw.) installed as Fat-Client on the PC (or terminal server)

• Office package (Word, Outlook, ect.) available as Web-Client in browser

In this case, the Exchange Server is not located in the corporate infrastructure (possibly only for Office 365 Business), regardless of whether it is Office 365 or a hosted Exchange scenario.

Supported versions

See www.c4b.com for information on supported Microsoft Office 365 versions.

XPhone Connect support for Microsoft Office 365 requires installed full versions of the Office applications Word and Outlook.

Features	Fat-Client	Web-Client
Personal contacts: client-side connection [3] The XPhone Client takes over the connection of the personal contacts. Each user has access to his personal contacts.	◼	◻
Public contacts: client-side connection [3] The XPhone Client takes over the connection of the public contacts. Only users whose XPhone Client handles the connection have access to public contacts.	◼	◻
Public contacts: server-side connection The public contacts are connected via the directory (CSV import). The server makes the contacts available to XPhone clients centrally.	◼	◼
Shared contacts: client-side connection [3] The XPhone Client takes over the connection of the shared contacts. Only users whose XPhone Client handles the connection have access to shared contacts.	◼	◻
Shared contacts: server-side connection The shared contacts are connected via the directory (CSV import). The server makes the contacts available to XPhone Clients centrally.	◼	◼
Fax transmission If the Outlook fat client is to be used as a fax client, the XPhone Outlook Add-In must be installed.	◼	◻ [4] [5]
Fax receiving If the Outlook fat client is to be used as a fax client, the installation of the XPhone Outlook Add-In is recommended. The add-in enables convenient fax preview and further processing in Outlook. But even without the add-in, faxes can be received as normal e-mails with the fax as a PDF or TIF attachment.	◼	◻ [5] [6]
Voicemail reception If the Outlook fat client is to be used as a voicemail client, the installation of the XPhone Outlook Add-In is recommended. The add-in allows voicemail messages to be listened to and processed directly in Outlook. But even without the add-in, voicemails can be as normal e-mails with voice message as WAV attachment.	◼	◻ [5] [6]
Voicemail remote access If the Outlook fat client is to be used as a voicemail client, the site settings for “Voicemail” and “Remote inquiry” (IMAP with StartTLS) must be configured in XPhone Connect Server. [7]	◼	◻ [5]
Calendar synchronisation: client side connection The XPhone Client handles the synchronization of appointments.	◼	◻
Presece synchronisation The XPhone Client handles the synchronization of the presence.	◼	◻

[3] (1,2,3)

The client-side connection must be configured by the user in XPhone Client (Configuration > Address books). Only the default profile for e-mail can be used for the connection.

[4]

Requires XPhone Connect OFFICE license as basic license, in addition to service license (fax, voicemail per user).

[5] (1,2,3,4)

Note Web client: If XPhone is used as fax client/voicemail client, there are no functional restrictions.

[6] (1,2)

In the Outlook web client, faxes/voicemails can be received as email attachments.

[7]

Path in the Admin GUI: Site Settings > Voicemail > Integration > Function in Groupware Client

SAP

Supported versions

• SAP: R3

Salesforce

Supported versions

Salesforce Lightning salesforce.com

Tip

For more information, visit https://www.c4b.com/de/crm-systeme/salesforce/

Have you found a mistake on this page?

Or is something not formulated well or too vague? Then we look forward to receiving an e-mail, preferably with a suggestion for improvement, to doku@c4b.de. Thank you very much!