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Setting up the TAPI interface
Setting up the TAPI interface involves the following steps:
• Set up Microsoft Windows to handle your TAPI driver
• Select and set up TAPI in Microsoft Navision Axapta CRM.
Setting up Microsoft windows for TAPI adapter
1. From the Windows start menu, select Settings/Control panel. Open the Phone and
Modem Options.
2. When standing in the Dialing rules tab, press the Edit button.
3. Fill in the Edit Location form, press Apply, and click OK when finished.
4. Click on the Advanced tab, and then click Add. The new device will then appear in
the Add provider window. Select the driver you have installed for your TAPI adapter,
and click Add.
5. A new window will now appear, and you must select which com-port to use.
6. Close the Phone and Modem Options.
Setting up Microsoft Navision Axapta CRM for TAPI adapter
1. Start Microsoft Navision Axapta and select CRM.
2. From the main menu select Sales force automation/Setup/Telephony/Phone
parameters.
3. Delete all lines in the Phone parameters window, and shut down Microsoft Navision
Axapta.
4. Restart Microsoft Navision Axapta and select Sales force
automation/Setup/Telephony/Phone parameters from the main menu.
5. In the Phone parameters window select the line device provider you are using, click
on the Set active line device button, and restart Microsoft Navision Axapta.
6. When restarted select the Sales force automation/Setup/Employee option. Select
employee and go to the Telephony tab and check the Activate answer checkbox.
This will make the telephone dialog pop on your screen each time you receive a call.