TechExtension

Contact Details

 Website: techextension.com                     Store :store.techextension.com        

 Email: support@techextension.com          Skype: tech.extension 

Product Page: Microsoft Dynamics CRM Asterisk  Integration

Supported IP PBX / Call Center Server

Asterisk,  Elastix,  FreePBX, PBX in a Flash, Vicidial, Asterisknow, Yeastar PBX, Xorcom, Asterisk pbx, Fonality, Trixbox , Other Asterisk Based Telephonic Server

Prerequisite

• JRE 1.7 or higher version should be installed on Asterisk PBX Server.
• Require CDR Event should be enable for Asterisk Server.
• Require port 9999  and 5038 should be enable for Asterisk Server.
• Supports Asterisk, Elastix, FreePBX, vicidial, PBX in a Flash, asterisknow, xorcom, asterisk pbx, fonality, trixbox or Asterisk Based Telephonic Server.
• Supports all version of Microsoft Dynamics.
• Support Soft phone or Sip based hard Phone.
• There should be connectivity between CRM and Asterisk server.
• Please make back up of data of crm and asterisk before Installation.

Installation Steps

Create Account On Our Portal https://license.techextension.com/register.php

Log In after Creating account https://license.techextension.com/login.php

Add License

Generate License

1. Server Configuration

Download techextension.zip File For Microsoft Dynamics

Download

Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension or htdocs/techextension ) So web URL Like http://192.168.1.100/techextension ) than follow the steps

After Successfully Upload techextension folder on server, you need to Admin User setting Module. Following steps describe Admin User Configuration process.

Step 1: Go to http://IP/techextension/AsteriskSupport/

Step 2 :Fill sign up form with login name and desire password

Step 3 Login in ( http://IP/techextension/AsteriskSupport/)

Step 4 Do Configuration

Step 5 Enter Your Asterisk Server Details By Step By Steps

Asterisk IP ( 192.168.1.100)

UserName : Asterisk server Admin Manager User Name

Password : Asterisk server Admin Manager Password

Internal Channel: SIP

External Channel: DAHDI

You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf

After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )

Steps 6 Please Save the Configuration and create Following Panel

Now Access server using Putty or other ssh client and Go to techextension Folder .

(cd /techextension/AsteriskSupport/ )

Edit This File AsteriskProperties.xml

< url>http://techextensionurl|< /url>

Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100

Note : Do not remove | from ends its is used for our purpose.

Now Check Once again all setting .

Now Open configuration.php .

Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml

Enter same IP of Server ($serverip) which is techextension folder server IP

Now Open crmconfig.php .

Enter ( $crmurl) .

Enter ( $username) .

Enter ( $password) .

Enter ( $client_id) .

Here is Guide How to Get client_id 

Create account here https://portal.azure.com and log in it will display following dashboard

Click On  Azure Active Directory Tab 

Now It will Open Following window and click on App registration.

Create new Application registration

Now Go to App Page and click on Required permission.

Add Required Permission as Below

Now you have to click on Grant Permissions

Now you can get  client_id  as  Application ID 

Now Run This Command in putty .

java -jar AsteriskSupport.jar

If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps

If you get Following message. It is Successfully Integrated

Download Voip File

Download

Extract voip.zip file

Now Run This Command in putty .

pwd

It will Give you path

Put It in to voip file

Upload voip file in to /etc/init.d/

Give voip file permission to 755

Run This Command if you have CentOS ( chkconfig voip on &amp;&amp; chkconfig --list )

Run This Command if you have Debain OS ( update-rc.d voip defaults )

Techextension add-on command

check status: ( service voip status )

Restart : ( service voip restart )

stop: ( service voip stop )

Start : ( service voip start )

2. End User CRM Configuration

After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.

 End User Chrome Extension Configuration

Go to chrome web store

Download Extension 

Configure Chrome Extension

Click on Phone Icon It will open following Set up window .

Fill Informatin and Click on Set-up. It will open following window.

User need to fill following details and save configuration. .

Contact Details

 Website: techextension.com                     Store :store.techextension.com        

 Email: support@techextension.com          Skype: tech.extension 

Product Page: http://techextension.com/microsoft-dynamics-crm-pbx-asterisk-integration Asterisk  Integration

Supported IP PBX / Call Center Server

Asterisk,  Elastix,  FreePBX, PBX in a Flash, Vicidial, Asterisknow, PBX in a Flash, Xorcom, Asterisk pbx, Fonality, Trixbox , Other Asterisk Based Telephonic Server