Feature: intelli-CTi In-Call Contact Management in Microsoft Dynamics 365

Dynamics 365 / CRM Call Assistant

intelli-CTi provides complete support throughout the life-cycle of a telephone call, to aid and assist the CRM user with managing the call.

The CRM user is able to capture notes during the call within the Telephone Call Manager notepad. These notes will ultimately be captured into the CRM Activity and History tracking of the call within CRM.

The CRM user is also provided a unique feature known as the Dynamics CRM Call Assistant, which provides context related access to much of your CRM solution throughout the life-cycle of the telephone call. See this article on the Dynamics CRM Call Assistant.

Furthermore, due to the unique presentation style of intelli-CTi’s call management upon the Breeze Desktop sidebar, the CRM user also has full access to their CRM solution throughout the entire telephone call.

    • Complete in-call management and call handling with the association to Dynamics 365 / Dynamics CRM through the CRM Call Assistant
    • In-call notepad capability (notes captured during a telephone call automatically logged in call history)
  • Unique desktop sidebar enables total freedom to access Dynamics 365 / Dynamics CRM throughout the entire call.

 Related Resources:
Further Information:

See the intelli-CTi Help Center User Guidelines for important considerations of use.