PowerPhone is a PowerObjects CRM add-on that bridges your phone system and CRM by searching the configured CRM records and displaying those that match the incoming phone number. PowerPhone will pop the record if only a single match is found or display a list if multiple records are found, no more putting your caller on hold or searching frantically through your CRM.
While our PowerPhone solution is easy to import into CRM, customers find the TAPI driver install to be a little more challenging. PowerObjects does not support the install of any TAPI drivers, but we’ve found a handy way for you to test if the TAPI is installed correctly.
A standard feature of Windows is the Dialer which allows you to dial numbers from your desktop when a phone line is connected. You can find this application by searching Dialer in your start menu.
Once the Dialer is open, type in a phone number and press dial. If the call begins your TAPI driver is installed properly!
And that is all there is to it! We think PowerPhone is pretty great and we hope you do too! We also have a multitude of other great Dynamics CRM add-ons that we offer. Some of our most popular PowerPacks are PowerGrid for inline editing and PowerSurvey for questionnaires! If you have any further questions please feel free to reach out to our PowerPack pros as firstname.lastname@example.org.