Knowing exactly the entity within CRM you are currently working with, intelli-CTi™ automatically displays this within the Dynamics 365 CRM Dialer upon the Breeze Desktop side-bar. As you move around different entities within CRM, the Dynamics 365 CRM Dialer automatically maintains context to the current entity.<\/p>\n
Selecting the CRM entity from the Dynamics 365 CRM Dialer along with the target telephone number you wish to dial, is all that is required to make the telephone call.<\/p>\n
The intelli-CTi Dynamics 365 CRM Dialer provides the ability to dial CRM entities from both list-views and detail forms, and associated CRM content views such as CRM Cases and Opportunities.<\/p>\n
This light-touch integration approach enables the preview dialing of CRM entities from potentially anywhere within Dynamics 365 \/ Dynamics CRM where an association to a person or organization can be established.<\/p>\n
- \n
- \n
- \n
- Select the CRM entity you wish to dial from the list within Microsoft Dynamics 365 CRM, this presents them in the Dialer<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
- \n
- \n
- \n
- Easily click-to-dial the selected CRM entity and their available telephone numbers<\/li>\n<\/ul>\n<\/li>\n
- This light touch approach ensures ease of dialing from anywhere within Dynamics 365 CRM.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0001.jpg\")
<\/p>\n- \n
- When operating from a CRM entity detail form, intelli-CTi will present that entity within the Dialer.<\/li>\n
- Clicking on the dial\/phone icon in entity records or on entity listings will also perform an outbound dial within intelli-CTi™.<\/li>\n<\/ul>\n<\/div>\n
![\"\"](\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0002.jpg\")
<\/p>\n\n- \n
- \n
- \n
- Operating from related CRM entities, such as Cases, intelli-CTi™ will ascertain the related Contact to dial<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
- \n
- \n
- \n
- Dialing a Contact from a related entity, such as a Case, will automatically associate the Case to the call.<\/li>\n<\/ul>\n<\/li>\n
- All calls related to CRM Cases or Opportunities are automatically logged against them.<\/li>\n<\/ul>\n<\/div>\n
- \n
- Operating from related CRM entities, such as Cases, intelli-CTi™ will ascertain the related Contact to dial<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
- \n
- \n
- Select the CRM entity you wish to dial from the list within Microsoft Dynamics 365 CRM, this presents them in the Dialer<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n