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Microsoft Dynamics CRM Integration

Posted on November 20, 2012

I am a CRM developer working on Microsoft Dynamics CRM 2011 and we are also running Shoretel 9.2 with a PRI Trunk. I’m interested in integrating the Predictive Dialer with our CRM and I was wondering if this functionality could be reached.

At a high level, we want to automatically dial a list of phone numbers and then create new Lead records for people that pick up.

One easy way to accomplish this is to use the command line integration with the statusexe part in particular. Our command line integration offers.

  • adialer.exe <call list file>
  • [-pd | -dial]
  • [-phoneno <phone number>]
  • [-name <name>]
  • [-statusurl <url>]
  • [-statusexe <prog>]
  • [-caller <caller identifier>]
  • [-startfromrow <row number>]
  • [-maxlines <use lines>]
  • [-import <csv file>]
  • [-export <csv file>]
  • [-cleanstatus]
  • [-noexit]

An example command line argument would look like:
adialer.exe “C:\mygroup\list.aoc” -pd -phoneno “800 1234567” -name “John Doo”

When you specify the ‘statusexe’ you are responded with a string that looks like this:

-Dindex=50 -Dcaller=agent1 -Dcalltime=126690280 -Dcallduration=120 -DName=”John Doo” -DPhone=8001234567 -DAge=30 -DNotes=”confirmed” -DStatus=”Call Made”

The statusurl works just as great, the response is stored in &name=value pairs.

Lastly, we have an article for setting up Voicent Software with Shoretel, located here: Shortel Setup Article that will go over all the steps to get your Shortel system up and running!

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