{"id":22993,"date":"2025-01-01T16:06:14","date_gmt":"2025-01-01T16:06:14","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=22993"},"modified":"2025-05-28T11:15:38","modified_gmt":"2025-05-28T11:15:38","slug":"feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/","title":{"rendered":"Feature:  intelli-CTi&#x2122; Microsoft Dynamics 365 CRM Call Assistant"},"content":{"rendered":"<p>Unique to intelli-CTi&#x2122; for Microsoft Dynamics&nbsp; 365 CRM is the Dynamics 365 CRM Call Assistant feature.<\/p>\n<p>This smart feature provides the CRM user with an in-call context related control panel throughout the life-cycle<\/p>\n<p>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.<\/p>\n<p>Additional CRM content can be associated with the telephone call, aiding the end of call wrap-up process and call reporting features \u2013 see&nbsp;this article.<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"margin-bottom: 10px;\">Unique CRM call assistance capability to assist Dynamics 365 CRM throughout the life of a telephone call<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"margin-bottom: 10px;\">Manage and administer all call related CRM entities from a single consistent control point<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"margin-bottom: 10px;\">Bring together all call related elements of CRM into one concise management summary<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-24986\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0011.jpg\" alt=\"\" width=\"1755\" height=\"1241\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0011.jpg 1755w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0011-300x212.jpg 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0011-768x543.jpg 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0011-1024x724.jpg 1024w\" sizes=\"(max-width: 1755px) 100vw, 1755px\" \/><\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-24987\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0014.jpg\" alt=\"\" width=\"1755\" height=\"1241\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0014.jpg 1755w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0014-300x212.jpg 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0014-768x543.jpg 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_dialing_page-0014-1024x724.jpg 1024w\" sizes=\"(max-width: 1755px) 100vw, 1755px\" \/><\/p>\n<div><\/div>\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>&nbsp;Related 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: &nbsp;Inbound Caller Recognition<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-outbound-dialing-microsoft-dynamics-365-dynamics-crm\/\">Feature: &nbsp;Preview (Outbound) Dialing<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/\">Feature: &nbsp;In-Call Contact Management<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-post-call-wrap-microsoft-dynamics-365-dynamics-crm\/\">Feature: &nbsp;Post-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: &nbsp;Telephone 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: &nbsp;Call History Tracking<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-dashboards-microsoft-dynamics-365-dynamics-crm\/\">Feature: &nbsp;Dashboards<\/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&nbsp;FAQs<\/a><\/li>\n<li><a href=\"\/help\/troubleshooting\/\">intelli-CTi&nbsp;&nbsp;Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/how-to-guides\/\">intelli-CTi&nbsp;How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">intelli-CTi&nbsp;Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">intelli-CTi&nbsp;Document 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-22993\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-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-22993\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-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-microsoft-dynamics-crm-call-assistant-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>Unique to intelli-CTi&#x2122; for Microsoft Dynamics&nbsp; 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 &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Feature:  intelli-CTi&#x2122; Microsoft Dynamics 365 CRM Call Assistant<\/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-22993\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-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-22993\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-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-microsoft-dynamics-crm-call-assistant-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},"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=\"Unique to intelli-CTi for Microsoft Dynamics 365 CRM is the Dynamics CRM Call Assistant feature. 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