{"id":22986,"date":"2025-01-01T16:05:47","date_gmt":"2025-01-01T16:05:47","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=22986"},"modified":"2025-05-28T11:12:38","modified_gmt":"2025-05-28T11:12:38","slug":"feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/","title":{"rendered":"Feature:  intelli-CTi&#x2122; In-Call Contact Management in Microsoft Dynamics 365 CRM"},"content":{"rendered":"<h2>Dynamics 365 CRM Call Assistant<\/h2>\n<p>intelli-CTi&#x2122; provides complete support throughout the life-cycle of a telephone call, to aid and assist the CRM user with managing the call.<\/p>\n<p>The CRM user is able to capture notes during the call within the Telephone Call Manager notepad. These notes will ultimately be captured into the CRM Activity and History tracking of the call within CRM.<\/p>\n<p>The CRM user is also provided a unique feature known as the Dynamics CRM Call Assistant, which provides context related access to much of your CRM solution throughout the life-cycle of the telephone call. See this article\u00a0on the <a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/\">Dynamics CRM Call Assistant.<\/a><\/p>\n<p>Furthermore, due to the unique presentation style of intelli-CTi\u2019s call management upon the Breeze Desktop sidebar, the CRM user also has full access to their CRM solution throughout the entire telephone call.<br \/>\n<!----------------------------- Article Footer Start - DO NOT REMOVE ------------------------------><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"margin-bottom: 10px;\">Complete in-call management and call handling with the association to Dynamics 365 CRM through the CRM Call Assistant<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"margin-bottom: 10px;\">In-call notepad capability (notes captured during a telephone call automatically logged in call history)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"margin-bottom: 10px;\">The unique desktop sidebar enables total freedom to access Dynamics 365 CRM throughout the entire call.<\/li>\n<\/ul>\n<div>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-24971\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0002.jpg\" alt=\"\" width=\"1755\" height=\"1241\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0002.jpg 1755w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0002-300x212.jpg 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0002-768x543.jpg 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0002-1024x724.jpg 1024w\" sizes=\"(max-width: 1755px) 100vw, 1755px\" \/><\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-24970\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0001.jpg\" alt=\"\" width=\"1755\" height=\"1241\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0001.jpg 1755w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0001-300x212.jpg 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0001-768x543.jpg 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_controls_page-0001-1024x724.jpg 1024w\" sizes=\"(max-width: 1755px) 100vw, 1755px\" \/><\/p>\n<\/div>\n<p><!--more--><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-inbound-caller-recognition\/\">Feature: \u00a0Inbound Caller Recognition<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-outbound-dialing-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Preview (Outbound) Dialing<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Microsoft Dynamics 365 CRM Call Assistant<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-post-call-wrap-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Post-Call Wrap-Up<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Telephone Call Activity Management<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Call History Tracking<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-dashboards-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Dashboards<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"\/help\/\">intelli-CTi Help Center<\/a><\/li>\n<li><a href=\"\/help\/faqs\/\">intelli-CTi\u00a0FAQs<\/a><\/li>\n<li><a href=\"\/help\/troubleshooting\/\">intelli-CTi\u00a0\u00a0Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/how-to-guides\/\">intelli-CTi\u00a0How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">intelli-CTi\u00a0Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">intelli-CTi\u00a0Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-22986\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-22986\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Dynamics 365 CRM Call Assistant intelli-CTi&#x2122; provides complete support throughout the life-cycle of a telephone call, to aid and assist the CRM user with managing the call. The CRM user is able to capture notes during the call within the Telephone Call Manager notepad. These notes will ultimately be captured into the CRM Activity and &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Feature:  intelli-CTi&#x2122; In-Call Contact Management in Microsoft Dynamics 365 CRM<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-22986\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/?share=twitter\" target=\"_blank\" title=\"Click to share on 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class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[3,164,14,23],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"Contact Management: intelli-CTi provides complete support throughout the life-cycle of a call, to aid and assist the CRM user with managing the call.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/\" 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