Automatically open a caller’s record within Dynamics 365 when a phone call is received.
DOWNLOAD NOWStarting June 1, 2021, we will begin charging a $20 monthly base fee per PowerPack add-on used in your organization. This new charge, which is in addition to your regular user-based charge, will enable HCL-PowerObjects to continue innovating new and exciting ways to enhance your Dynamics 365 experience.
PowerCTI
Tired of answering phone calls and the subsequent scramble that ensues to pull up the caller’s record in CRM while the caller is waiting on the other end of the line? With PowerCTI you no longer need to worry about that! When a call comes in, PowerCTI will pop open, pulling up the caller's CRM record. If the caller's number is related to multiple records, the application will pull all related records into a grid and you can select which record you would like to open. Lastly, if the caller is not related to any record in your CRM system, PowerCTI will pull open a search screen where you can conduct a search for the caller.
Price is per user, per month. All enabled users are automatically counted – this includes read-only users, admin-only users, and service accounts.
ADFS forms based authentication
Any Online or on-premise implementation of:
CRM 2016 / Dynamics 365
Attention: Starting June 1, 2021, we will begin charging a $20 monthly base fee per PowerPack add-on used in your organization. This new charge, which is in addition to your regular user-based charge, will enable HCL-PowerObjects to continue innovating new and exciting ways to enhance your Dynamics 365 experience.
The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.
Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in CRM. This will open the configuration screen of the PowerPack solution, where you can select if you'd like to register for a 30-day free trial or subscribe to the add-on.
Under the “General” section fill-in the required information, including your communication preferences, once you have completed the form select the “Submit” button which is located under the “Profile” tab of the form.
In order to successfully register and use a PowerPack Solution you will need to agree to the terms of our License Agreement, Terms of Service and our Privacy Policy. Please note, declining the terms of use will stop all PowerPack functionality.
Learn more about our updated Terms of Use.
Some PowerPacks require connections back to your CRM environment to process data from our cloud. If your PowerPack requires this connection, you’ll see fields for service user username and password. If that is the case, please input credentials of a user that has, at minimum, the Powerxxx Service User security role assigned. This security role includes the minimum level of access this user needs, in order for the add-on to function properly.
Note: This user cannot have two-factor, or multi-factor, authentication turned on.
For information on using the solution please refer to the corresponding user guide.
All of the add-ons are constantly being enhanced with awesome new features, so it's always a good idea for users to make sure their PowerPack add-on are up-to-date.
Updating an add-on is quick and easy! Simply follow these 5 steps:
PowerCTI Changelog
PowerCTI
Tired of answering phone calls and the subsequent scramble that ensues to pull up the caller’s record in CRM while the caller is waiting on the other end of the line? With PowerCTI you no longer need to worry about that! When a call comes in, PowerCTI will pop open pulling up the callers CRM recordcaller'su. If the callers number is related to multiple records, the application will pull all related records into a grid and you can select which record you would like to open. Lastly, if the caller is not related to any record in your CRM system, PowerCTI will pull open a search screen where you can conduct a search for the caller.
Changelog
Version: 1.7.1.0 PowerCTI Agent
Date: 9/15/2021
-fix allows Account, Contact, Lead, window to pop-up when incoming call.
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Version: 1.7.2.0
Date: 6/11/2021
-Bug Fix: Call button on Account, Contact, and Lead forms fixed.
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Version: 1.7.1.0 & 1.6.1.0 PowerCTI Agent
Date: 9/17/2020
-Record now opens in the UCI mode when call is made with phone not present in database
-CalledID is logged
-New Desktop Agent Version compatible with PowerCTI v 1.7.1.0
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Version: 1.6.0.0
Date: 2.13.2020
-Updated PowerCTI model driven app with link to PowerObjects Customer Idea Forum (User Voice).
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Version: 1.5.0.0
Date: 12/25/2019
-Model-Driven App included in V9 solution. This will make it easier to use PowerCTI in the UCI. With this app, you will no longer need to add PowerPack components to the sitemap, as the PowerPacks will come with built in UCI navigation
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Version: 1.3.3.90 & 1.5.0.11 (agent)
Date: 6/24/2019
-Changed the Agent application name to PowerCTI
-Resolved an issue where first time startup required users to restart the agent after setting the
URL for their environment.
-Ability to invoke "Call" from UCI. This includes leveraging both TAPI & Skype
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Version: 1.3.1.2016 & 1.3.1.2015
Date: 4/15/2019
- Changed the Display Name and Security role name to PowerCTI, PowerCTI Users
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Version: 1.3.0.2016 & 1.3.0.2013
Date: 05/25/2018
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
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Version: 1.2.5.2016
Date: 03/6/2018
- Plugin enhancement to improve add-on performance
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Version: 1.2.3.2016 & 1.2.3.2013
Date: 10/29/2017
- Enhanced to allow contents in the settings tab to be collapsible
- Enhanced to support custom parameters
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Version: 1.2.2.2016 & 1.2.2.2013
Date: 07/03/2016
- Enhanced to pop open a phone call activity upon incoming phone call, and to allow users to specify an extended filter on the search rule.
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Version: 1.1.2.2016
Date: 03/27/2016
- Enhanced to work with Dynamics 365
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Version: 1.0.16.2013
Date: 06/12/2015
- Enhancement: Solution now supports Lync and Skype for Business
- Enhancement: Search capabilities have been modified to include new search method
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Version: 1.0.15.2011
Date: 01/12/2015
- Enhancement: Added the click to dial functionality for CRM 2011
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Version: 1.0.15.2013
Date: 12/29/2014
- Optimized for CRM 2015
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Version: 1.0.12.2011
Date: 05/14/2014
- Enhancement: Users can now specify to strip prefixes from numbers
- Minor bug fixes
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Version: 1.0.8.2011
Date: 02/28/2014
- Initial Release
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