Release Notes for intelli-CTi for Microsoft Dynamics 365

4.2.1

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

Fixes/Changes

• 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• Withdrawn Dynamics (deprecated) region Discovery Service compatibility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

4.2.0

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

Fixes/Changes

• 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• Withdrawn Dynamics CRM 2013 compatibility

4.1.0

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

Fixes

• 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

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 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.