Getting Started with Phone Connect
This guide will help you quickly get started with Phone Connect using the setup wizard and standard configuration. Phone Connect is designed to be user-friendly, allowing you to integrate your phone system with Microsoft Dynamics 365 Business Central efficiently. For advanced users, our platform also provides options for manual configuration to tailor it to your specific needs.
Try It Out
If you’d like to try out Phone Connect before subscribing, you can sign up for a free trial on Microsoft AppSource by selecting "Free trial" in the upper-left corner. This free trial gives you access to all Phone Connect functionalities for up to 30 days. During or after the trial period, you can easily subscribe to Phone Connect, allowing you to continue working with the same data as in the trial period. For any questions, please reach out to your certified Simova partner.
Use the Phone Connect Role
Phone Connect provides a dedicated role for administration. For an optimal overview of the setup and status of phone integration processes, switch to the Administrator role. This role also offers statistics for phone call management, allowing you to maintain an overview of all processes.
Phone Connect includes the following roles: - Phone Connect Administrator - Phone Connect User
Learn How to Get Familiar with Phone Connect
Use the Quick Start Guide to get started quickly with Phone Connect. The Quick Start Guide will walk you through all the relevant steps. Once you have completed these, you are ready to start using Phone Connect. To set up and configure Phone Connect, you can follow the various guides included in the app itself.
Extend Your Business Central with Phone Connect
To fully leverage Phone Connect, there are various standard options for integrating it into a complete solution or process. The simplest method is to subscribe to the default published events for Phone Connect. Additionally, we provide code snippets to make the integration as easy as possible.
Support and Resources
If you need assistance, Simova offers several support options. Depending on your needs, you can choose from various types of support. Use Docs to find guides for setting up Phone Connect, or check our YouTube channel for helpful videos.
Ready to Subscribe
To get the full version of Phone Connect with no limitations, you can always subscribe and get started right away. This allows you to start benefiting from the app sooner, and the user-friendly interface makes it easy to get started.
To subscribe to Phone Connect, simply reach out to your existing Microsoft Dynamics 365 Business Central partner. Your partner will help you with all subscription-related matters and get you up and running quickly. It's important to be assisted by your partner when activating any version of Phone Connect to ensure everything is done properly. For more information, see Finding a Reseller of Phone Connect.
You can ask your partner any questions you might have. For further inspiration or to familiarize yourself with Phone Connect, see the Getting Started guide.