{"id":22013,"date":"2025-01-01T12:52:31","date_gmt":"2025-01-01T12:52:31","guid":{"rendered":"http:\/\/intellicti.studiorepublic.com\/help\/?p=22013"},"modified":"2025-06-11T08:47:22","modified_gmt":"2025-06-11T08:47:22","slug":"not-seeing-entity-details-appearing-dynamics-crm-dialer","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/not-seeing-entity-details-appearing-dynamics-crm-dialer\/","title":{"rendered":"Are you not seeing any entity details appearing in the Dynamics CRM Dialer?"},"content":{"rendered":"<p><!----------------------------- Article Header Start - DO NOT REMOVE ------------------------------><\/p>\n<table class=\"article-header-table\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-header\">\n<td style=\"border-top: 5px solid currentColor;\" valign=\"top\" width=\"25%\"><b>Summary:<\/b><\/td>\n<td style=\"border-top: 1px solid currentColor;\" valign=\"top\">There are no entity details appearing in the Dynamics 365 \/ CRM Dialer<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td valign=\"top\"><b>Article Type:<\/b><\/td>\n<td valign=\"top\">Troubleshooting<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 3px; border-bottom-style: solid;\" valign=\"top\"><strong>Related Product(s):<\/strong><\/td>\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 1px; border-bottom-style: solid;\" valign=\"top\">This article relates to the following products:<\/p>\n<ul>\n<li>intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Header End ---------------------------------------><\/p>\n<p>If you select the intelli-CTi&#x2122; CRM Dialer for Microsoft Dynamics 365 CRM (from the Breeze bar) and do not see any CRM entities appearing in the dialer when you select them in Microsoft Dynamics 365 CRM, this may be due to one of the following reasons:<\/p>\n<ul>\n<li>(Internet Explorer)\u00a0The CRM Server URL has not been added to Internet Explorer\u2019s list of \u201cTrusted Sites\u201d.<br \/>\n<strong>Solution:<\/strong>\u00a0Within the Internet Explorer settings, you need to add the URL of the current Microsoft CRM site to the list of \u201cTrusted Sites\u201d \u2013 see the \u2018Add CRM Server URL to Trusted Sites\u2019 section of the \u201c<a href=\"https:\/\/intellicti.s3.amazonaws.com\/product\/docs\/intelli-CTi-for-Microsoft-Dynamics-CRM-Getting-Started-Guide.pdf\">intelli-CTi&#x2122; for Microsoft Dynamics CRM \u2013 Getting Started Guide&#8221;<\/a>.<\/li>\n<\/ul>\n<ul>\n<li>(Chrome) QWARE&#8217;s Chrome Support Extension is Disabled<br \/>\n<strong>Solution:<\/strong> In order for QWARE products to integrate with Chrome, we deploy our own Chrome extension to provide integration support. Due to security\/trust reasons, our extension requires user confirmation to become \u201cEnabled\u201d. To achieve this see this <a href=\"https:\/\/www.intellicti.com\/help\/troubleshooting-chrome-integration\/\">article.<\/a><\/li>\n<\/ul>\n<ul>\n<li>You are trying to dial an entity from a different CRM server to the one configured in the Microsoft Dynamics CRM Integration service.<br \/>\n<b>Solution:<\/b> Microsoft Dynamics CRM integration, such as the CRM Entity Dialer will only work against the same CRM Server that has been configured in the Microsoft Dynamics CRM Breeze Integration Service. See the \u2018Installing the intelli-CTi Client Application\u2019 section of the <a href=\"https:\/\/intellicti.s3.amazonaws.com\/product\/docs\/intelli-CTi-for-Microsoft-Dynamics-CRM-Getting-Started-Guide.pdf\">\u201cintelli-CTi&#x2122; for Microsoft Dynamics CRM \u2013 Getting Started Guide&#8221;.<\/a><\/li>\n<\/ul>\n<ul>\n<li>(IFD\/On-premise) You are browsing the CRM server using the \u201cInternal\u201d Server Name, but configured intelli-CTi to connect via the \u201cIFD\/Internet-facing\u201d Server Name (or vice versa).<br \/>\n<b>Solution:<\/b> As explained in the point above; intelli-CTi client integration will only work with the CRM Server that it is currently connected to. This means that the Organization Server Names must match. See the \u2018Installing the intelli-CTi Client Application\u2019 section of the <a href=\"https:\/\/intellicti.s3.amazonaws.com\/product\/docs\/intelli-CTi-for-Microsoft-Dynamics-CRM-Getting-Started-Guide.pdf\">&#8220;intelli-CTi&#x2122; for Microsoft Dynamics CRM \u2013 Getting Started Guide&#8221;.<\/a><\/li>\n<\/ul>\n<p><!----------------------------- Article Footer Start - DO NOT REMOVE ------------------------------><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li>None<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"\/help\/\">intelli-CTi Help Center<\/a><\/li>\n<li><a href=\"\/help\/faqs\/\">intelli-CTi\u00a0FAQs<\/a><\/li>\n<li><a href=\"\/help\/troubleshooting\/\">intelli-CTi\u00a0\u00a0Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/how-to-guides\/\">intelli-CTi\u00a0How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">intelli-CTi\u00a0Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">intelli-CTi\u00a0Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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-22013\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/not-seeing-entity-details-appearing-dynamics-crm-dialer\/?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-22013\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/not-seeing-entity-details-appearing-dynamics-crm-dialer\/?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\/not-seeing-entity-details-appearing-dynamics-crm-dialer\/\" 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>Summary: There are no entity details appearing in the Dynamics 365 \/ CRM Dialer Article Type: Troubleshooting Related Product(s): This article relates to the following products: intelli-CTi&#x2122; for Microsoft Dynamics 365 CRM If you select the intelli-CTi&#x2122; CRM Dialer for Microsoft Dynamics 365 CRM (from the Breeze bar) and do not see any CRM entities &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/not-seeing-entity-details-appearing-dynamics-crm-dialer\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Are you not seeing any entity details appearing in the Dynamics CRM Dialer?<\/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-22013\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/not-seeing-entity-details-appearing-dynamics-crm-dialer\/?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-22013\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/not-seeing-entity-details-appearing-dynamics-crm-dialer\/?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\/not-seeing-entity-details-appearing-dynamics-crm-dialer\/\" 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,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[164,14,355],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"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=\"Are you not seeing any entity details appearing in Dynamics CRM Dialer (from the Breeze bar)? 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