Release Notes for Microsoft Dynamics 365 / CRM

intelli-CTi Integration with Microsoft Dynamics

This section outlines the product release notes and version history for intelli-CTi for Microsoft Dynamics CRM.

Related Product Releases

For release notes of related products, please see the following links:


Current Release of intelli-CTi for Microsoft Dynamics 365 / CRM

Version Details

4.0.1

Release Date: October 2017

New Features

  • Now requires .NET Framework 4.6.2 (or above)
  • Uses intelli-CTi v4.0 (Subscription/Concurrent licence support, and much more).
  • Redesigned intelli-TNS support (more flexible/customizable Call Recognition).
  • Telephone fields for Call Recognition matching can now be configured in settings.
  • Telephone fields for CRM Dialer can now be configured in settings.
  • Display fields for Call Recognition matches can now be configured in settings.
  • Call History records are now editable using new CRM form.
  • Now adds a “+” to start of captured number when creating CRM entities.
  • Added support for new CRM Service Regions (UK, Germany).
  • Removal of support for Microsoft Dynamics CRM 2011.
  • Removed VTS from the “licensed” driver list (as VTS is now a separate “mode”).
  • Uses QGate intelli-CTi v4.0
  • Uses QGate Breeze v4.0

Fixes

  • Chrome browser integration performance improved.
  • Improved application start-up time/“first call” performance.
  • Resolved issue when dialing from closed Activities.
  • Fixed date/time display issue on Call Wrap-up.
  • Fixed sample CRM Dashboard charts “record count exceeded” issue.
  • Fixed issue where Call History start/end times had incorrect timezone offset.

Revision History of intelli-CTi for Microsoft Dynamics CRM

Version Details

1.7.0

Release Date: November 2016

New Features

  • Added support for Dynamics 365
  • Now requires .NET Framework 4.5.2 (or above)
  • Added support for new CRM Service Regions (Canada, India)
  • Major performance improvement of TNS Data Loader sync operation
  • Uses QGate intelli-CTi v2.10
  • Uses QGate Breeze v1.6

Fixes

  • Reduced resource usage for CRM client browser integrations
  • Added support for popup windows when using Outlook CRM 2016
  • CRM Dialer now reacts even if Phone Call activity has no Sender/Receiver
  • Create Opportunity functionality now populates [ParentAccountId] (if applicable)

1.6.0

Release Date: August 2015

New Features

  • Improved & configurable Unified Service Desk (USD) client integration support
    (Requires USD v1.2)
  • Added support for new CRM Service Regions (NA2, Oceania, Japan, SA)
  • Improved logging for intelli-TNS Data Loader.
  • Updated “intelli-CTi User” security role to have ONLY permissions for custom entity
    (must be used in conjunction with other roles to work correctly)
  • [API] Added OpenEntity overload to accept a request object, which can have other props specified (useful to pass data to target CRM client)
  • Uses QGate intelli-CTi v2.10
  • Uses QGate Breeze v1.6

Fixes

  • Extension numbers not being stripped when dialling from CRM.
  • No longer overwrites [Regarding] with “Caller” if regarding has already been set.
  • Now updates PhoneCall Activity in a consistent manner.
  • Fixed possible ACCESS_DENIED issue when doing OpenEntity in Outlook.
  • Updated product branding.

1.5.0

Release Date: December 2014

New Features

  • Added support for Chrome client integration.
  • Added support for Microsoft Dynamics CRM 2015.
  • Added (initial) support for Unified Service Desk (USD) client integration.
  • Updated “intelli-CTi User” security role to have ALL permissions req. to function.
  • Uses QGate intelli-CTi v2.9.1
  • Uses QGate Breeze v1.5.2

Fixes

  • Added missing dividers for Call Associations.
  • Force wrap-up to stay on top.
  • Extension numbers not being stripped from TNS processed entries.

Complete Revision History

For the complete revision history release notes for this product, please see the following Release Notes document.

 


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