Release Notes for intelli-CTi for Microsoft Dynamics 365

intelli-CTi Integration with Microsoft Dynamics

This section outlines the product release notes and version history for intelli-CTi for Microsoft Dynamics 365.

Related Product Releases

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

Current Release of intelli-CTi for Microsoft Dynamics 365

Version Details


Release Date: July 2021

New Features

  • Added support for global Discovery service
  • Added support for 4K/Large Fonts and multiple display resolutions
  • intelli-TNS Data Loader: improved batch usage, added new processing options
  • Uses intelli-CTi v4.2.1
  • Uses QGate Breeze v4.2.1


  • Resolved display issues when using Windows 7 SP1
  • Resolved issue when creating Opportunity for Account in Call Assistant
  • Resolved issue with performing auto-association
  • Resolved number parsing issue when dialing with RingCentral
  • Resolved transfers on reconnect with intelli-CTi Telephony Server
  • Various bugfixes for Skype for Business integration
  • Improved click URL handler (e.g. tel://) support
  • Fix for Web API when no Entities specified when dialling
  • Resolved intermittent display issues with Call Assistant
  • Resolved blank subject on Call Wrap-up
  • Resolved Avaya IP Office duplicate dialling issue
  • Resolved legacy IE integration issue
  • Withdrawn Dynamics (deprecated) region Discovery Service compatibility
  • Token Authentication (OAuth) now a requirement, due to above deprecation
  • Various performance improvements

Revision History of intelli-CTi for Microsoft Dynamics CRM

Version Details


Release Date: September 2019

New Features

  • Refreshed User Interface (UI), with closer synergy to Dynamics 365
  • Added support for OAuth and Multi-Factor Authentication (MFA)
  • Added support for Click to Dial from directly within Dynamics 365
  • Added support for RingCentral telephony
  • Added new phone “built it yourself” integration option
  • Added ability to store Call Disposition/Outcome on Call Wrap-up
  • Compatible with Dynamics 365 Unified Interface (UI)
  • Added new interactive help and tutorials
  • Uses intelli-CTi v4.2
  • Uses Breeze v4.2


  • Removed enforced “+” telephone number prefix for Create Caller
  • Resolved case format issue for username during authentication
  • Resolved issues of client open connections
  • Resolved error when browsing to Dynamics 365 “Create New” entity pages
  • Resolved Go Integrator Call Transfer notifications
  • No longer requires intelli-CTi to start after Go Integrator
  • Updated Gamma Horizon support
  • Updated to .NET v4.6.2
  • Withdrawn Dynamics CRM 2013 compatibility


Release Date: July 2018

New Features

  • Hosted intelli-CTi System Management Console:
    • Available for customers using specific hosted telephony systems only
      (e.g. Skype for Business, BroadWorks, etc.)
    • Multi-tenanted with automated backups
  • Support for Dynamics 365 “v9” (Web forms and Unified Client Interface)
  • Support for USD v3.3
  • Ability to Re-associate the current call
  • Auto-associate Caller on single match (configurable option, ON by default)
  • Now stores the underlying vendor (PBX) Call Id in Call History
  • Updated CRM Service Manager (branding, removal of legacy options)
  • intelli-CTi Server Admin Client re-branded to “intelli-CTi Management Console”
  • Uses intelli-CTi v4.1.0
  • Uses QGate Breeze v4.0.1


  • Named User Licence management limitation
  • For 4K/Large Fonts and multiple display resolutions
  • Significant performance improvements to CRM/D365 integration (initial loading, first call, general use)
  • USD Dialler (previously didn’t react until after the first call)
  • Chrome performance issues (after opening new browser tabs)
  • Issue where Entity Display Field configuration could become corrupt.
  • Call notes not being written to Phone Call activity when Call Wrap-up dismissed by clicking [X]
  • Incorrect time zone values for Phone Call activity records


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 intelli-CTi v4.0
  • Uses QGate Breeze v4.0


  • 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.

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