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Enabling Trusted Sites for Internet Explorer/Microsoft Dynamics CRM integration

Summary: Information/support article about the importance of enabling your Microsoft Dynamics CRM  instance as a ‘Trusted Site’ within Internet Explorer – a necessary requirement when using integration with certain QGate products.
Article Type: Troubleshooting
Related Product(s): This article relates to the following products:

  • intelli-CTi for Microsoft Dynamics CRM
Related Articles:  None

Overview

The intelli-CTi client application provides the communication between your telephone system and Microsoft Dynamics CRM. It also provides the interface for the user to view and control inbound and outbound telephone calls.

In order for the intelli-CTi client to function correctly with Microsoft Dynamics CRM using Internet Explorer, the following prerequisite must be met:

Add CRM Server URL to Trusted Sites

Please make sure that the MS Dynamics CRM site you are connecting to has been added to the list of Trusted Sites in Internet Explorer.

This can be done by adding the URL to the list of “Trusted Sites” on the “Security” tab of the “Internet Options” settings screen (see below).

Enabling trusted Sites

Please also ensure that Protected Mode is “off” for the Trusted Sites zone.

 Related Resources:
Further Information:


See the intelli-CTi Help Center User Guidelines for important considerations of use.