Get Shortel Integration With Crm 2011 Form

The Shortel Integration With Crm 2011 Form is essential for configuring ShoreTel with Microsoft Dynamics CRM effectively. This guide provides a concise overview of how to complete the form online, ensuring users navigate each section with clarity.

Follow the steps to fill out the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin with the 'Login' section where you will provide your CRM server name and your organization details if applicable. Include whether a secure connection should be utilized.
3. In the 'User Settings Dialog', customize how the application responds to call inquiries. Determine preferences for handling matched or unmatched entities and how to manage phone call records.
4. Proceed to the 'CRM Entity Settings'. Here, you will define which CRM entities and attributes will be queried for phone number matches during call events. Ensure to properly select the relevant fields.
5. Once you have filled out all necessary fields, review the information for accuracy. Ensure that all mandatory sections are complete before proceeding to finalize the submission.
6. After reviewing, you can save your changes, download the completed form, print, or share it as needed.

Complete your documents online to streamline your ShoreTel and CRM integration process.