{"id":22482,"date":"2017-06-14T10:34:48","date_gmt":"2017-06-14T10:34:48","guid":{"rendered":"https:\/\/c0056.paas1.lon.modxcloud.com\/help\/?page_id=22482"},"modified":"2025-06-04T11:26:28","modified_gmt":"2025-06-04T11:26:28","slug":"intelli-cti-microsoft-dynamics-crm-release-notes-version-history","status":"publish","type":"page","link":"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/","title":{"rendered":"Release Notes for intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM"},"content":{"rendered":"<h2>intelli-CTi&#x2122; Integration with Microsoft Dynamics 365 CRM<\/h2>\n<p>This section outlines the product release notes and version history for intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM.<\/p>\n<h4>Related Product Releases<\/h4>\n<p>For release notes of related products, please see the following links:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/base-product\/\">intelli-CTi Base Product<\/a>&nbsp;(telephony integration)<\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/infor-crm\/\">intelli-CTi for Infor CRM (Saleslogix)<\/a><\/li>\n<\/ul>\n<hr>\n<h2>Current Release of intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM<\/h2>\n<table class=\"qgkb-relnotes-table\" summary=\"Release Notes\">\n<tbody>\n<tr class=\"qgkb-relnotes-table-header\">\n<td valign=\"top\" width=\"12%\">Version<\/td>\n<td valign=\"top\" width=\"88%\">Details<\/td>\n<\/tr>\n<tr class=\"qgkb-relnotes-table-versioninfo\">\n<td valign=\"top\" width=\"12%\">\n<h3>4.3.0<\/h3>\n<\/td>\n<td valign=\"top\" width=\"88%\">\n<h3>New Features<\/h3>\n<ul>\n<li>Added initial Customer Service Workspace support<br \/>\n(with new configuration option to specify Session Template name)<\/li>\n<li>Split intelli-CTi&#x2122; for Dynamics 365 CRM customizations into two solutions:\n<ul>\n<li>intelli-CTi&#x2122; Custom &#8211; for having core entities (e.g. Call History)<\/li>\n<li>intelli-CTi&#x2122; Framework &#8211; for having additional functionality (e.g. intelliTNS)<\/li>\n<li><strong><em>NOTE: To avoid losing existing Call History data, <\/em><\/strong><strong><em>it is strongly<br \/>\nrecommended to apply the &#8220;intelli-CTi Framework&#8221; solution first.<\/em><\/strong><\/li>\n<\/ul>\n<\/li>\n<li>Call History views has been updated by adding &#8220;3 months&#8221; version of all views<\/li>\n<li>Uses intelli-CTi v4.3<\/li>\n<li>Uses Breeze v4.3<\/li>\n<\/ul>\n<h3>Fixes\/Changes<\/h3>\n<ul>\n<li>New Chrome V3 Manifest extension to support browser integration.<\/li>\n<li>Fix TNS short numbers<\/li>\n<li>Fix error alert when creating new Opp\/Case in CRM<\/li>\n<li>Dashboard updated from &#8220;12 months&#8221; views to &#8220;3 months&#8221; views<br \/>\n(due to potential volume of data)<\/li>\n<li>Updated to latest branding<\/li>\n<li>Updated to use latest Microsoft XRM components<\/li>\n<li>Other performance improvements<\/li>\n<li>Updated to .NET v4.8<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Release History of intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM<\/h2>\n<table class=\"qgkb-relnotes-table\" summary=\"Release Notes\">\n<tbody>\n<tr class=\"qgkb-relnotes-table-header\">\n<td valign=\"top\" width=\"12%\">Version<\/td>\n<td valign=\"top\" width=\"88%\">Details<\/td>\n<\/tr>\n<tr class=\"qgkb-relnotes-table-versioninfo\">\n<td valign=\"top\" width=\"12%\">\n<h3>4.2.1<\/h3>\n<\/td>\n<td valign=\"top\" width=\"88%\">\n<h3>New Features<\/h3>\n<ul>\n<li>Added support for global Discovery service<\/li>\n<li>Added support for 4K\/Large Fonts and multiple display resolutions<\/li>\n<li>intelli-TNS Data Loader: improved batch usage, added new processing options<\/li>\n<li>Uses intelli-CTi&#x2122; v4.2.1<\/li>\n<li>Uses Breeze v4.2.1<\/li>\n<\/ul>\n<h3>Fixes\/Changes<\/h3>\n<ul>\n<li>Resolved display issues when using Windows 7 SP1<\/li>\n<li>Resolved issue when creating Opportunity for Account in Call Assistant<\/li>\n<li>Resolved issue with performing auto-association<\/li>\n<li>Resolved number parsing issue when dialing with RingCentral<\/li>\n<li>Resolved transfers on reconnect with intelli-CTi Telephony Server<\/li>\n<li>Various bugfixes for Skype for Business integration<\/li>\n<li>Improved click URL handler (e.g. tel:\/\/) support<\/li>\n<li>Fix for Web API when no Entities specified when dialling<\/li>\n<li>Resolved intermittent display issues with Call Assistant<\/li>\n<li>Resolved blank subject on Call Wrap-up<\/li>\n<li>Resolved Avaya IP Office duplicate dialling issue<\/li>\n<li>Resolved legacy IE integration issue<\/li>\n<li>Withdrawn Dynamics (deprecated) region Discovery Service compatibility<\/li>\n<li>Token Authentication (OAuth) now a requirement, due to above deprecation<\/li>\n<li>Various performance improvements<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-relnotes-table-versioninfo\">\n<td valign=\"top\" width=\"12%\">\n<h3>4.2.0<\/h3>\n<\/td>\n<td valign=\"top\" width=\"88%\">\n<h3>New Features<\/h3>\n<ul>\n<li>Refreshed User Interface (UI), with closer synergy to Dynamics 365<\/li>\n<li>Added support for OAuth and Multi-Factor Authentication (MFA)<\/li>\n<li>Added support for Click to Dial from directly within Dynamics 365<\/li>\n<li>Added support for RingCentral telephony<\/li>\n<li>Added new phone \u201cbuilt it yourself\u201d integration option<\/li>\n<li>Added ability to store Call Disposition\/Outcome on Call Wrap-up<\/li>\n<li>Compatible with Dynamics 365 Unified Interface (UI)<\/li>\n<li>Added new interactive help and tutorials<\/li>\n<li>Uses intelli-CTi v4.2<\/li>\n<li>Uses Breeze v4.2<\/li>\n<\/ul>\n<h3>Fixes\/Changes<\/h3>\n<ul>\n<li>Removed enforced &#8220;+&#8221; telephone number prefix for Create Caller<\/li>\n<li>Resolved case format issue for username during authentication<\/li>\n<li>Resolved issues of client open connections<\/li>\n<li>Resolved error when browsing to Dynamics 365 \u201cCreate New\u201d entity pages<\/li>\n<li>Resolved Go Integrator Call Transfer notifications<\/li>\n<li>No longer requires intelli-CTi to start after Go Integrator<\/li>\n<li>Updated Gamma Horizon support<\/li>\n<li>Updated to .NET v4.6.2<\/li>\n<li>Withdrawn Dynamics CRM 2013 compatibility<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-- Article Footer (do not remove) --><\/p>\n<hr>\n<p style=\"text-align: center;\">\u2190 Back to the intelli-CTi&nbsp;<a href=\"\/help\/\">Help Center<\/a> menu.<\/p>\n<div style=\"text-align: center;\">\n<hr>\n<p style=\"text-align: center;\">See the intelli-CTi Help Center&nbsp;<a href=\"\/help\/user-guidelines\">User Guidelines<\/a>&nbsp;for important considerations of use.<\/p>\n<\/div>\n<p><!-- Article Footer End --><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-22482\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-22482\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>intelli-CTi&#x2122; Integration with Microsoft Dynamics 365 CRM This section outlines the product release notes and version history for intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM. Related Product Releases For release notes of related products, please see the following links: intelli-CTi Base Product&nbsp;(telephony integration) intelli-CTi for Infor CRM (Saleslogix) Current Release of intelli-CTi&#x2122; for Microsoft Dynamics 365 &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Release Notes for intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-22482\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-22482\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":21,"featured_media":0,"parent":808,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"spay_email":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"This section contains and outlines the product release notes and version history for intelli-CTi for Microsoft Dynamics 365.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:title\" content=\"Release Notes for intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM\" \/>\n<meta name=\"twitter:description\" content=\"This section contains and outlines the product release notes and version history for intelli-CTi for Microsoft Dynamics 365.\" \/>\n<meta name=\"twitter:creator\" content=\"@intelliCTi\" \/>\n<meta name=\"twitter:site\" content=\"@intelliCTi\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.intellicti.com\/help\/#website\",\"url\":\"https:\/\/www.intellicti.com\/help\/\",\"name\":\"The intelli-CTi Help Center\",\"description\":\"Customer Self Help, intelli-CTi product news and blog articles\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":\"https:\/\/www.intellicti.com\/help\/?s={search_term_string}\",\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/#webpage\",\"url\":\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/\",\"name\":\"Release Notes for intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM\",\"isPartOf\":{\"@id\":\"https:\/\/www.intellicti.com\/help\/#website\"},\"datePublished\":\"2017-06-14T10:34:48+00:00\",\"dateModified\":\"2025-06-04T11:26:28+00:00\",\"description\":\"This section contains and outlines the product release notes and version history for intelli-CTi for Microsoft Dynamics 365.\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.intellicti.com\/help\/release-notes-2\/intelli-cti-microsoft-dynamics-crm-release-notes-version-history\/\"]}]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/P8OqwE-5QC","_links":{"self":[{"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/pages\/22482"}],"collection":[{"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/comments?post=22482"}],"version-history":[{"count":31,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/pages\/22482\/revisions"}],"predecessor-version":[{"id":26145,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/pages\/22482\/revisions\/26145"}],"up":[{"embeddable":true,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/pages\/808"}],"wp:attachment":[{"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/media?parent=22482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}