{"id":23467,"date":"2025-01-01T16:47:56","date_gmt":"2025-01-01T16:47:56","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=23467"},"modified":"2025-06-04T11:11:44","modified_gmt":"2025-06-04T11:11:44","slug":"intelli-cti-for-microsoft-dynamics-365-crm-quick-start-install-guide","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/intelli-cti-for-microsoft-dynamics-365-crm-quick-start-install-guide\/","title":{"rendered":"intelli-CTi™ for Dynamics 365 CRM “Quick Start” Install Guide"},"content":{"rendered":"

intelli-CTi™<\/strong> provides interactive guides, you can follow the interactive guide for the demo experience of the intelli-CTi\u00a0<\/span>here<\/span><\/a>, or the complete experience\u00a0<\/span>here<\/span><\/a>.<\/span><\/p>\n

Installing the intelli-CTi™<\/strong> Client Application<\/h2>\n

Go to install package then right-mouse click and run the client install as \u2018Run as Administrator<\/strong>\u2019.<\/p>\n

\"\"<\/p>\n

Allow the installer to do the install by clicking [Next >]<\/strong> and [Install]<\/strong>.\"\"<\/p>\n

Configure intelli-CTi™<\/strong> (Machine-level Settings)<\/h2>\n

Run “Breeze Settings”, again as administrator.
\"\"<\/p>\n

Select the \u201cIntegration Service for Dynamics CRM\u201d and click [Configure\u2026]
<\/strong>\"\"<\/p>\n

Select the CRM Client Integration you wish to use (e.g. Internet Explorer, Google Chrome, Outlook CRM or USD).<\/p>\n

Then click on the ellipsis [\u2026]<\/strong> to create CRM Server Connection.
\"\"<\/p>\n

This is where you create the connection to the CRM system you wish to integrate with.
Click [Add]
<\/strong>\"\"<\/p>\n

Enter an alias\/name for this connection (something relating to this connection i.e. “UAT”).<\/p>\n

Then complete the form answering which type of deployment type (the example below is for an online instance).<\/p>\n

Select the Region where your CRM is located.<\/p>\n

Then click on the ellipsis [\u2026]<\/strong> next to Organization, this will ask for your CRM credentials and, once confirmed, it will return all of the instances available to you.<\/p>\n

Select the organization you want to use and [Test]<\/strong> the connection
(you should get a message back \u201cConnection to Dynamics CRM Server was successful\u201d).
\"\"<\/p>\n

Clicking [Ok]<\/strong> will then add a connection to the listing and allow you to select this in the Microsoft Dynamics CRM Server Connection.
\"\"<\/p>\n

Select the newly-created CRM Server Connection.<\/p>\n

For authentication, either use Default (for Windows\/AD) or Specific Credentials (most common) test the connection.
\"\"<\/p>\n

Finally (once you have a connection success) click [Save]<\/strong> the config.\"\"<\/p>\n

Now select the \u201cintelli-CTi Service\u201d option and click [Configure\u2026]<\/strong>\"\"<\/p>\n

Now we are going to configure the connection to an existing intelli-CTi Service (either located within your network or cloud-hosted by QWARE).<\/p>\n

Network intelli-CTi Service
<\/strong>If you have an intelli-CTi Service installed within your network (e.g. to connect to an on-premises phone system), then first enter the name of the Server and click [Connect…]<\/strong> to test (using “Windows Authentication” in most cases).<\/p>\n

\"\"<\/p>\n

Cloud intelli-CTi Service
<\/strong>If you are using the cloud-hosted intelli-CTi Service (e.g. to connect to a cloud-hosted phone system), then choose that option from the drop-down.
Then enter your intelli-CTi Subscription Key and user credentials (set up by your intelli-CTi Administrator) and click [Connect…]<\/strong> to test.<\/p>\n

\"\"<\/p>\n

This is the end of the machine-level configuration (i.e. settings which will affect all<\/strong><\/span> users)<\/p>\n

Configure intelli-CTi (User-level Settings)<\/h2>\n

The first time Breeze\/intelli-CTi is run for each standard user, the following will happen.<\/p>\n

When you run Breeze for the first time as the local user you will get the following message(s)
(Note: the next two prompts may appear in different orders)<\/em>\"\"<\/p>\n

Click [OK]<\/strong> and it will take you to the Configure telephony connections screen<\/p>\n

Click [Add]<\/strong>, then select \u201cintelli-CTi Telephony Server\u201d, it will then ask you to configure the primary extension.
\"\"<\/p>\n

You will also be asked to confirm the client integration settings for this user, as well as which CRM connection and credentials to use.<\/p>\n

Select the desired CRM Server Connection.<\/p>\n

For authentication, either use Default (for Windows\/AD) or Specific Credentials (most common) test the connection.
\"\"<\/p>\n

You should now have a completed install.<\/p>\n\n\n\n\n
\u00a0Related Resources:<\/strong><\/td>\n\n
Further Information:<\/span><\/span><\/strong><\/td>\n\n