Settings

Click on Options > Properties to display the dialog box:

The settings are divided into 10 categories

• Basic configuration
• Telephony
• Automation
• Display
• Buttons and menus
• Language
• Shortcuts
• Internet connection
• Support
• Update

Basic Configuration

The basic configuration contains the minimal parameters necessary to configure the application in order to have it correctly working. The parameters that are not filled are followed by the icon .

Configuration

• Global: Select this mode if you use a configuration file already set, typically a configuration file stored in an enterprise network.
  File changes are allowed in this mode only for the users who can write the file. For others users, only a few display options and languages ​​can be customized.
  To select a configuration file click on the [Browse ...] button. Select your configuration file and then click [Open] button.
• Personnel: This option allows you to edit locally the entire configuration. Once configured, the file can be retrieved and shared across the network to others users in Global modality.

You can also reset your application. For this click on the [Reset config...] button. Then choose one of the following options:

• Going back to default parameters: This options resets the settings of the application as they were configured during the application.
• Copy the Global configuration to the Personal configuration: This option is used when the user works under a Global configuration and desire customize it. By choosing this option the overall configuration will be copied into the file system in Personal mode in order to be edited.

CRM

First choose the CRM version that you are using. Choose by the following options:

CRM 4

• On-Premise: Your CRM 4 version is On-premise.

CRM 2011

• On-Premise: Your CRM 2011 version is On-premise.
• IFD: "Internet Facing Deployment". Hosted CRM.
• Online LiveID: CRM online authenticate with LiveID (CRM registered before August 2012).
• Online Office 365: CRM Online with Office 365 (CRM registered after August 2012).

Fill the name of the CRM sever. This should be the URL that you use to access your CRM, for example http://crmv3.mycompany.com:5555.

The URL of the Discovery service is automatically built under the CRM URL respecting the CRM Version. Check this URL, if it cannot be built automatically, fill this field manually with the information that you will found in your CRM (Settings > Customization > developer resources).

If the CRM is hosted in a domain different from yours, you can change the authentication by checking the option Use a different authentication then click [Edit Authentication ...]. Enter the user name, password and domain, the domain is optional during authentication IFD (Internet Facing Deployment) or CRM Online. Then click [OK] to validate authentication.

As soon as the Discovery service is completed and authentication credentials have been validated, an icon will inform you of the success. Then you will be able to select an organization name by the choices of the Organization name dropdown menu.

License

Browse to find your valid license file (e.g.: CTIforMSCRMIntegration.lic) by clicking [Browse ...] and then click on the [OK] button.

If you do not yet have a license for the application, follow the procedure described in Obtaining a license.