Microsoft Dynamics CRM integration

Sending a fax from Microsoft Dynamics CRM using InterFAX is easy:

Prerequisites
Add your email address to InterFAX allowed senders.
In order to do so, log in and navigate to ‘My Settings / Outgoing Options / Allowed Emails’.

Within Microsoft Dynamics

  • 1. In the Navigation Pane, click ‘Workplace’ and then click ‘Activities’,

  • 2. On the ‘Activities’ tab, click ‘E-mail’,

  • 3. On the E-mail tab, enter the following information;

From – Locate and select the sender’s name: InterFAX registered address which is automatically added as the sender ID.
To – Enter the destination fax number: The format of the number is [area code][fax number]@ fax.tc (e.g. to send a fax to fax number 7766554 in NYC, you must insert the following phrase: 2127766554@fax.tc)
Subject – Type a subject for your message.

To attach a file

  • Save the activity,
  • Click on the ‘Attach File’ button,
  • In the ‘Add Attachment’ dialog box, click ‘Browse’ to locate the file you wish to attach.
  • Click ‘Attach’.

To send the message immediately click ‘Send’.
The message is sent and the new closed activity appears in Microsoft Dynamics CRM in the Activities area with an assigned message number appended to the subject. The Fax will send within a few minutes
To send the message at a later time;
Click Save and Close. The new draft activity appears in Microsoft Dynamics CRM in the Activities area. You can delete draft messages.

Important:
After you save your e-mail message as a Microsoft Dynamics CRM e-mail activity, the saved message can be accessed by anyone who has access to your activities in Microsoft Dynamics CRM.

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