{"id":22999,"date":"2025-01-01T16:05:29","date_gmt":"2025-01-01T16:05:29","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=22999"},"modified":"2025-05-28T11:15:01","modified_gmt":"2025-05-28T11:15:01","slug":"feature-intelli-cti-post-call-wrap-microsoft-dynamics-365-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-post-call-wrap-microsoft-dynamics-365-dynamics-crm\/","title":{"rendered":"Feature:  intelli-CTi&#x2122; Post-Call Wrap-Up in Microsoft Dynamics 365 CRM"},"content":{"rendered":"<p>After each telephone call is complete, intelli-CTi&#x2122; provides the complete ability to wrap-up the telephone call and to action any post-call follow-up processes within Microsoft Dynamics 365 CRM.<\/p>\n<p>The intelli-CTi&#x2122; Call Wrap-up feature provides a concise summary of the telephone call, including:<\/p>\n<ul>\n<li>Statistical information about the call<\/li>\n<li>Details of the related caller (e.g. CRM Account\/Contact)<\/li>\n<li>Notes captured during the call<\/li>\n<li>CRM Activity management<\/li>\n<li>CRM Case\/Opportunity management<\/li>\n<\/ul>\n<p>The intelli-CTi&#x2122; Wrap-up provides the ability to continue capturing notes together with options to further manage the call within Dynamics 365 CRM.<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"margin-bottom: 10px;\">On the completion of each telephone call, intelli-CTi&#x2122; \u00a0provides a post-call wrap-up capability<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"margin-bottom: 10px;\">Summarizing the telephone call and capturing the in-call notes, this feature enables further call options<\/li>\n<\/ul>\n<\/li>\n<li style=\"margin-bottom: 10px;\">Provides the ability to further manage CRM activities, related Cases and\/or Opportunities.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"size-full wp-image-24965 aligncenter\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0001.jpg\" alt=\"\" width=\"1755\" height=\"1241\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0001.jpg 1755w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0001-300x212.jpg 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0001-768x543.jpg 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0001-1024x724.jpg 1024w\" sizes=\"(max-width: 1755px) 100vw, 1755px\" \/><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"margin-bottom: 10px;\">The intelli-CTi&#x2122; call wrap-up feature provides the ability to directly manage CRM Cases<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"margin-bottom: 10px;\">Resolve the CRM Case directly from within the call wrap-up<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"size-full wp-image-24967 aligncenter\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0002.jpg\" alt=\"\" width=\"1755\" height=\"1241\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0002.jpg 1755w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0002-300x212.jpg 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0002-768x543.jpg 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/product_tour_intelli_content_pages-to-jpg-0002-1024x724.jpg 1024w\" sizes=\"(max-width: 1755px) 100vw, 1755px\" \/><\/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-call-contact-management-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0In-Call Contact Management<\/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-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-22999\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-post-call-wrap-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-22999\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-post-call-wrap-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-post-call-wrap-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>After each telephone call is complete, intelli-CTi&#x2122; provides the complete ability to wrap-up the telephone call and to action any post-call follow-up processes within Microsoft Dynamics 365 CRM. The intelli-CTi&#x2122; 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) &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/feature-intelli-cti-post-call-wrap-microsoft-dynamics-365-dynamics-crm\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Feature:  intelli-CTi&#x2122; Post-Call Wrap-Up 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-22999\" class=\"share-twitter sd-button share-icon\" 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