Mitel for Microsoft Dynamics CRM Client V5 Release Notes

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1 Mitel for Microsoft Dynamics CRM Client V5 Release Notes February 08, Mitel for Microsoft Dynamics CRM Client V5 Release Notes Description: This Application Note Consists of the dates and version history for Mitel Microsoft Dynamics CRM Client V5. Mitel for Microsoft Dynamics CRM Client V5 Release Notes 1

2 Compatibility Revision History Supports MS Dynamics CRM 2011, 2013, 2015 and 2016 (Online and On-premises) as well as CRM deployed within Office 365 environments. Supports Mitel MiVoice Connect and MiCloud Connect and ST13/14. We encourage customers who upgrade to use this version instead of the previous TAPI based version. February 26, 2018: Version The entity type was not being correctly set for lookup URLs for some of the new regions. The substitution parameters were in lower case where the replace logic was looking for a capitalized first letter. January 25, 2018: Version Rebranded as a Mitel product. January 18, 2018: Version Updated to version 9 of the CRM SDK. This fixed problems with users of the latest hosted version as well as some users issues loading metadata. Added TLS 1.2 support to work correct with CRM version 9. Added additional regions to CRM login, specifically, South America (crm2), Canada (crm3), Australia (crm6), Japan (crm7), India (crm8), North America 2 (crm9), United Kingdom (crm11) and Germany (crm.microsoftdynamics.de.) January 5, 2018: Version The rightmost digits settings was not being saved. December 21, 2017: Version Updated MS CRM Interfaces to 2016 versions per this article: November 28, 2017: Version Rebuilt with updated ABC module to fix Trust Failure errors. Mitel for Microsoft Dynamics CRM Client V5 Release Notes 2

3 October 19, 2017: Version Changed settings to use a last n digits vs. country code to allow a more flexible way to match caller ID. February 17, 2017: Version Fix for issue that was attempted to be fixed in Specifically this error: Metadata contains a reference that cannot be resolved: Inner Exception: There is an error in XML document (1, 1298). Updating the 2013 SDK to a more recent release fixed the problem. February 10, 2017: Version Possible fix for customer experiencing issue where metadata contains a reference that cannot be resolved. Specifically added DefaultProxy setting to app.config. January 30, 2017: Version Rebuilt with current Licensing Client to work with edge gateways. January 27, 2017: Version Rebuilt with current STINFO and Licensing Client to make sure both are current. January 25, 2017: Version Fix for issue loading metadata on CRM 2016, specifically some customers would get exception Exception retrieving CRM metadata. Found an integer attribute with unrecognized format: new_foundationdtype. Improved error handling when metadata fails to load. January 10, 2017: Version Rebuilt to use new STINFO. November 30, 2016: Version Change IFD URL formats when opening CRM pages to http(s)://<organization>.<server> vs. http(s)://<server>/<organization>. If we got an error logging in, we wouldn t clear the Logging In status or clear the partial login so when the customer went to login again it would actually log them out and then they needed to login again. November 28, 2016: Version Rebuilt with new ABC module which has better logging to help investigate some login issues. Mitel for Microsoft Dynamics CRM Client V5 Release Notes 3

4 October 20, 2016: Version When logging into MS CRM online, the User field can now contain a full address. If the user field contains an address (the field contains sign) then we don t try to form up the address by combining the configured organization with the user name. Instead we use the user field directly as the user s address. October 11, 2016: Version User s Mitel password was not being encrypted in the settings. August 24, 2016: Version When custom credentials were used screen pops would fail with extra backslash in the URL. June 21, 2016: Version Add support for internal caller screen pop. Default to not searching for internal callers but can be enabled via the settings dialog. June 13, 2016: Version Now use UTC times when creating Call Entities so start time is correct for users. March 15, 2016: Version Now compatible with CRM Version January 4, 2016: Version Ported over some recent changes made to the TAPI version. Specifically: Version 6.0.5: - Timeout was not being used if custom authentication was being used. - Was always prompting for login details even if user was saving password. Version 6.0.4: - Increased timeout the timeout set in from 5 to 15 minutes. Version 6.0.3: - Metadata query was timing out for some customer s after 2 minutes. Increased the timeout to 5 minutes. Version 6.0.2: - When configured with no Organization set with non-custom authentication we would splice in an extra backslash in the URL generated when popping a screen. Version 6.0.1: - When configured with custom authentication we would splice in an extra backslash in the URL generated when popping a screen. December 10, 2015: Version Updated SM module to one which handle HTTP redirect when user is served from a DVS vs. HQ server. Mitel for Microsoft Dynamics CRM Client V5 Release Notes 4

5 December 7, 2015: Version Add support for handing ABC session timeout as well as logging other connection failures. December 1, 2015: Version Add licensing support. September 24, 2015: Version If a CRM field name contains parens the search was not working correctly. August 31, 2015: Version Converted to Mitel s CAS interface replacing the former TAPI interface. Support both ABC and Session Manager login authentication interfaces. July 22, 2015: Version Converted to use the MS CRM 2013 SDK providing compatibility with CRM 2011, 2013 and When configured with custom authentication we would splice in an extra backslash in the URL generated when popping a screen. Now require an explicit password setting when using custom login settings. Note, current users will need to remove the Password=<password> from their custom login settings and instead use the Password login setting controls. September 10, 2014: Version Now support opening CRM web pages when custom mode is used. The custom Connection string URL setting is used when forming the URL when opening CRM pages. July 22, 2014: Version Added support for setting the call ID into a Phone Call entity created by the application. This combined with appropriate CRM configuration allows integration with the Mitel Call Recorder. See the appendix in the User Guide. June 9, 2014: Version External numbers were having their first digit removed incorrectly in some cases. April 23, 2014: Version Internal extensions were getting chopped in the user interface. When a call was consult transferred to a user running while in ringback the client wasn t searching on the caller ID until the call connected. March 18, 2014: Version Additional logging to try to determine source of exception when connecting via HTTPS. Mitel for Microsoft Dynamics CRM Client V5 Release Notes 5

6 March 15, 2014: Version Login dialog had some issues showing the CRM Connection String if https variants were selected. Added additional logging to login process in case of issues. March 10, 2014: Version Now support hosted addresses without onmicrosoft part. February 5, 2014: Version Now wrap labels for multiple results such as Contacts (3) rather than using ellipsis. January 27, 2014: Version Version shown on title bar was incorrect. January 27, 2014: Version Now support HTTPS for the two Windows and the IFD authentication modes. Make the connection string field read only so its contents can be copied and pasted into a custom authentication mode. Now decode inner faults when handling an exception. January 24, 2014: Version First release of new version of Mitel MS Dynamics CRM Client Version 5.x based on previous version 4. Supports MS Dynamics CRM versions 2011 and Supports Office 365 authentication. Now screen pops users default browsers instead of only Internet Explorer. Mitel for Microsoft Dynamics CRM Client V5 Release Notes 6

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