Feature: intelli-CTi Microsoft Dynamics 365 Call Assistant

Unique to intelli-CTi for Microsoft Dynamics  365 / CRM is the Dynamics 365 / CRM Call Assistant feature.

This smart feature provides the CRM user with an in-call context related control panel throughout the life-cycle

Initially showing reference to the related CRM Account and Contact (or Lead), with the added ability to view and access further CRM related information about the caller such as Activities, Cases and Opportunities.

Additional CRM content can be associated with the telephone call, aiding the end of call wrap-up process and call reporting features – see this article.

    • Unique CRM call assistance capability to assist Dynamics 365 / Dynamics CRM throughout the life of a telephone call
    • Manage and administer all call related CRM entities from a single consistent control point
  • Bring together all call related elements of CRM into one concise management summary

 Related Resources:
Further Information:

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