New version of intelli-CTi for Microsoft Dynamics 365 is here

Compatible with Dynamics 365 v9 and Unified Service Desk v3.3

 August 1, 2018 – QGate, experts in delivering software solutions for Customer Relationship Management (CRM) and Business Intelligence (BI), today announced general availability of intelli-CTi for Microsoft Dynamics 365 v4.1. The new release ensures compatibility with the latest versions of Dynamics 365 and Unified Service Desk, as well as new user functionality and further support for specific hosted telephone systems.

Users of intelli-CTi for Dynamics 365 will experience a slight change to the Call Manager’s look and feel, and will certainly notice the new functionality designed to make them become even more efficient. intelli-CTi’s Call Association feature is now even simpler and faster – even automatic in some cases!

intelli-CTi Reassociate featureThe new Reassociate feature allows users to change the Lead, Contact or Account against which the telephone call is logged. This means that if a user associates the call with the wrong person – usually happens when there are several people listed under the same telephone number – this can be immediately corrected without any disruption to the conversation.

Also, when a call is received from a number that is related to only one Contact, the Auto-associate feature saves users more time by automatically making the association.


Paul Nicholas, QGate’s Product Development Manager explains, “Ensuring that all telephone call related information is stored against the right entity is a significant part of intelli-CTi. With these apparently simple features in place, we managed to reduce even further the time spent on each call, while minimizing the risk of having information registered against the wrong person in the CRM system.”

intelli-CTi for Microsoft Dynamics 365 v4.1 is compatible with the latest versions of Microsoft Dynamics 365, as well as with the latest release of USD. Further enhancements have also been made to simplify the setup and user management for those customers using Skype for Business and Broadworks based phone systems.

Rowland Dexter, QGate’s Managing Director, says “We want to ensure that every organization that uses Dynamics 365 can easily connect it to their telephone system. That is why we have made intelli-CTi more affordable in the previous release, and why we keep investing in R&D – to support more telephone systems, to give users more functionality and overall, to provide businesses of all sizes with more and greater value.”

If you are already a customer and wish to upgrade to the new version of intelli-CTi for Microsoft Dynamics 365, please get in touch or visit the Onboarding page.

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