Feature: intelli-CTi Inbound Caller Recognition in Microsoft Dynamics 365 / CRM

This screenshot shows intelli-CTi receiving an inbound telephone call, providing the ability to manage (answer) the call directly from the Telephone Call Manager.

With the addition of integration with Microsoft Dynamics 365 / Dynamics CRM, intelli-CTi provides automatic caller recognition and presentation of the callers details (e.g. CRM Account/Contact or Lead).

Selection of the caller will then show their details within Microsoft Dynamics 365 / Dynamics CRM.

  • Receiving an inbound telephone call together with the details of the caller from Microsoft Dynamics 365 / Dynamics CRM
  • On-screen call handling capabilities
  • Selection of the caller automatically presenting their details within Dynamics 365 / Dynamics CRM.

Inbound call

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Further Information:

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