Settings and Preferences

All the options for the Dynamics CTI plugin are controlled from the configuration panel. This is accessed in the usual way, by double-clicking the Dynamics icon displayed in the Flexor Call Manager.

The configuration window is divided into four tabs: Connection, Windows, Click-to-dial and Account.

Once you have configured your options, click Save and close to use them, or Close without saving to discard all changes. All option choices are recorded in the Windows registry and should be remembered between sessions, except any password set in the Account Details section.

Connection Settings

The settings for configuring the connection to your Dynamics server are described below:

Setting	Description
Server Details
URL	This is the full URL of your Dynamics server. Contact your administrator if you are unsure of this. Correct formats are are domain name or IP address followed by an optional, colon-serperated port number.
Account Details
Defaults/user-specified	Specify whether you want to use the same credentials as were used to login to your Windows PC, or whether you want to specify particular credentials for Dynamics. Most users will use default.
User-specified Credentials
Username	Specify your username for your domain account.
Password	Specify the password for your domain account. Note, this will not be saved in the registry and will be requested for each Dynamics session.
Domain	Specify your Windows Domain.
Organisation Details
Organisation	After entering the details above, click on Login. Flexor CTI for Dynamics will try to connect to your Dynamics server and retrieve a list of possible organisations. Select your organisation from the list and then click Connect.

After entering the details above, click on Login. Flexor CTI for Dynamics will try to connect to your Dynamics server and retrieve a list of possible organisations.

Window behaviour settings

Setting	Description
Call summary window
Desktop position	The four radio buttons represent the four corners of the screen. Select the button in the position that you wish to have the first summary/call control window popup appear. Summary/call control windows for multiple simultaneous calls will appear adjacent to the first, growing toward the top or bottom of the screen as appropriate.
Contact and Journal windows
Popup column	If you wish either a Call record or Contact window, if available, to popup by default on every call, check the appropriate box.
Close column	If you wish either the Call record or Contact popups, if visible, to be closed automatically when the call ends, check the appropriate box. Any popup which contains the focus when the call ends should not be automatically closed, regardless of this setting. Any popup which is automatically closed will first have its contents saved.

Click-to-dial settings

Setting	Description
Click-to-dial preferences
Drop down menu	This option selects which device and line should be used for click-to-dial calling. If the device/line is unavailable, the first available one is chosen instead. If not is available, an error is reported.
Default type for phone numbers
Drop down menu	This allows you to select how Flexor Manager should interpret entries in phone number fields for click-to-dial calling that do not have an explict type set. Flexor will use this to decide which device to use to dial a particular number. This is explained in more detail here

Account settings

Setting	Description
Format
Drop down menu	This allows you to select which regional date and time formats should be used when dates and times are entered in Dynamics call records. For the software to work correctly, this needs to be the same as the format set in the "Formats" tab on the Dynamics "Personalize workplace" form. By default, the region selected will be the same as the region that your PC is configured to use.