Please follow this guide to install the EF CTI Application. Once the application is up and running, please follow these guides to configure on MS CRM.
Configure the CIF on Dynamics CRM UCI for EF Contact Center CTI
- Login to the CRM and go to the published apps then select the ‘ channel integrated framework’.
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- Go to the Unified app that you selected. For example for the Customer Service workspace, it will look like the following screenshot.
Configure Click-to-Call
Follow the steps to configure click to call on the Account page. You can configure it on multiple entities as per your requirement like Contact, Leads.
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