CRM-TAPI-Interface
If improving your daily workflow is your goal our CRM-TAPI-Interface is the right tool for the job, especially if a maximum of flexibility and the optimization of communication processes are important objectives!
Perfect integration
- Providing an integrated application to the user for inbound and outbound calls in Microsoft Dynamics CRM
- Calls are embedded in the activity management as well as the contact forms of CRM
Your benefits
- Your employees can access caller information instantly
- You can address the caller with his/her name and got all necessary information about the last call at hand
- Marketing employees can use the central customer database for telemarketing
- Never miss a call, thanks to the ongoing logging – even if you are absent
- Usable in CRM Online as well as On-Premise
The TAPI-Interface opens a vast amount of opportunities and offers all advantages of an efficient communication on your CRM-workplace.
By connecting your computer and your phone you gain access to information and functions integrated in the work-processes of your company.
With the connection to your CRM data your employees are capable of informative statements at all times and improve the communication processes and profits.
| Download | Size | Date | Version |
|---|---|---|---|
 TAPI-Interface Contains: - CRM-solution for import - TAPI-Manager (x64) - TAPI-Connector (x64 and 84) | 2,28 MB | 2022-12-12 | 9.0.3 |
| TAPI-Outlook addon: For Microsoft Outlook 2013 and newer (x64 and x86) | 697 KB | 2020-06-03 | 9.0.1 |
| TAPI-Notifier: For clients running Windows 7 SP1 | 697 KB | 2022-12-12 | 9.0.3 |
 Installation- and configuration-manual | 2,69 MB | 2019-03-22 | 8.1.6 |
| Usermanual | 1,04 MB | 2019-03-22 | 8.1.6 |
TAPI-Server
inkl. 5 Nutzer-
Per further user monthly price 5.64 €*
-
The licencing of the TAPI interface occurs per organisation and user to which TAPI-Line was assigned.
Getting a free trial license is possible at any time. For this, you can request a license after importing the solution.
Without a vaild license the interface is running in demo mode.
In this state you can use two TAPI lines without limitations.
| Version | Release date | Features | Bugfixes |
|---|---|---|---|
| 9.0.3 | 2022-12-12 | - Revised TAPI-Notifier with support for multi factor authentication - Extended configuration options regarding the behaviour for incoming calls for the TAPI user record | |
| 9.0.2 | 2022-01-10 | - Implemented "Modern Authentication" for TAPI-Manager and TAPI-Notifier - Updated TAPI-Manager setup (presets for Online systems) - Optimized configuration page of the solution - Extended error reporting for the configuration page - Embedding of the TAPI icon via a global button - Revised check of the login data during the TAPI-Manager setup | Fixed error with existing WebSockets during the processing of incall-test-messages from the TAPI-Manager |
| 9.0.1 | 2020-06-03 | - Added compatibility to the new Dynamics 365 'Unified Client Interface' - Extended TAPI call log (additional Information optionally available) - Improved setup for the TAPI manager | - Display of sharing information in the interface record corrected - Improved testing page for TAPI manager websocket connections - Fixed result of inverse search |
| 9.0.0 | 2019-09-27 | - Support für Microsoft Dynamics 365 (Version 9) - Changeover of the TAPI Manager to the ".NET-WebSocket" class - The TAPI Notifier does not require the Internet Explorer and uses the default browser set by the user - Extended logging for the TAPI-Manager - Overhauled setup for the TAPI-Manager as well as the TAPI-Connector |
