Feature: intelli-CTi Post-Call Wrap-Up in Microsoft Dynamics 365 / Dynamics CRM

After each telephone call is complete, intelli-CTi provides the complete ability to wrap-up the telephone call and to action any post-call follow-up processes within Microsoft Dynamics 365 / Dynamics CRM.

The intelli-CTi Call Wrap-up feature provides a concise summary of the telephone call, including:

  • Statistical information about the call
  • Details of the related caller (e.g. CRM Account/Contact)
  • Notes captured during the call
  • CRM Activity management
  • CRM Case/Opportunity management

The intelli-CTi Wrap-up provides the ability to continue capturing notes together with options to further manage the call within Dynamics 365 / Dynamics CRM.

    • On the completion of each telephone call, intelli-CTi  provides a post-call wrap-up capability
    • Summarizing the telephone call and capturing the in-call notes, this feature enables further call options
  • Provides the ability to further manage CRM activities, related Cases and/or Opportunities.

    • The intelli-CTi call wrap-up feature provides the ability to directly manage CRM Cases
  • Resolve the CRM Case directly from within the call wrap-up

 Related Resources:
Further Information:

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