RELEASE NOTES SHORETEL MS DYNAMICS CRM CLIENT VERSION 8 Compatibility Supports MS Dynamics CRM 2011, 2013, 2015 and 2016 (Online and Onpremises) as well as CRM deployed within Office 365 environments. Supports ShoreTel Connect ONSITE and CLOUD and ShoreTel 13/14. We encourage customers who upgrade to use this version instead of the previous TAPI based version. Revision History December 21, 2017: Version 8.1.0: Updated MS CRM Interfaces to 2016 versions per this article: https://blogs.msdn.microsoft.com/crm/2017/05/29/update-dynamics-crmclient-sdk-version-to-avoid-calls-to-acs/ November 28, 2017: Version 8.0.15: Rebuilt with updated ABC module to fix Trust Failure errors. October 19, 2017: Version 8.0.14: 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 8.0.13: Fix for issue that was attempted to be fixed in 8.0.12. 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 8.0.12: 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 8.0.11: Rebuilt with current Licensing Client 1.1.4 to work with edge gateways. January 27, 2017: Version 8.0.10: Rebuilt with current STINFO and Licensing Client to make sure both are current. 12/21/2017 Page 1 of 5
January 25, 2017: Version 8.0.9: 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 8.0.8: Rebuilt to use new STINFO. November 30, 2016: Version 8.0.7: 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 8.0.6: Rebuilt with new ABC module which has better logging to help investigate some login issues. October 20, 2016: Version 8.0.5: When logging into MS CRM online, the User field can now contain a full email address. If the user field contains an email address (the field contains an @ sign) then we don t try to form up the email address by combining the configured organization with the user name. Instead we use the user field directly as the user s email address. October 11, 2016: Version 8.0.4: User s ShoreTel password was not being encrypted in the settings. August 24, 2016: Version 8.0.3: When custom credentials were used screen pops would fail with extra backslash in the URL. June 21, 2016: Version 8.0.2: 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 8.0.1: Now use UTC times when creating Call Entities so start time is correct for users. March 15, 2016: Version 8.0.0: Now compatible with CRM Version 2016. 12/21/2017 Page 2 of 5
January 4, 2016: Version 7.1.3: 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 6.0.3 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 7.1.2: Updated SM module to one which handle HTTP redirect when user is served from a DVS vs. HQ server. December 7, 2015: Version 7.1.1: Add support for handing ABC session timeout as well as logging other connection failures. December 1, 2015: Version 7.1.0: Add licensing support. September 24, 2015: Version 7.0.1: If a CRM field name contains parens the search was not working correctly. August 31, 2015: Version 7.0.0: Converted to ShoreTel s CAS interface replacing the former TAPI interface. Support both ABC and Session Manager login authentication interfaces. July 22, 2015: Version 6.0.0: Converted to use the MS CRM 2013 SDK providing compatibility with CRM 2011, 2013 and 2015. 12/21/2017 Page 3 of 5
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 5.1.1: 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 5.1.0: 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 ShoreTel Call Recorder. See the appendix in the User Guide. June 9, 2014: Version 5.0.8: External numbers were having their first digit removed incorrectly in some cases. April 23, 2014: Version 5.0.7: 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 5.0.6: Additional logging to try to determine source of exception when connecting via HTTPS. March 15, 2014: Version 5.0.5: 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 5.0.4: Now support hosted email addresses without onmicrosoft part. February 5, 2014: Version 5.0.3: Now wrap labels for multiple results such as Contacts (3) rather than using ellipsis. January 27, 2014: Version 5.0.2: Version shown on title bar was incorrect. 12/21/2017 Page 4 of 5
January 27, 2014: Version 5.0.1: 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 5.0.0: First release of new version of ShoreTel MS Dynamics CRM Client Version 5.x based on previous version 4. Supports MS Dynamics CRM versions 2011 and 2013. Supports Office 365 authentication. Now screen pops users default browsers instead of only Internet Explorer. 12/21/2017 Page 5 of 5