Phone Connect Glossary
This glossary provides a compact overview of the most important terms and functions of Phone Connect. It serves as a quick reference for fast lookup and helps to correctly understand and consistently apply the terminology used.
| Term | Explanation |
|---|---|
| Phone Connect | Simova extension for integrating telephone systems such as Microsoft Teams or TAPI-capable telephone systems into Microsoft Dynamics 365 Business Central. |
| CTI | Technology for linking telephony and Business Central for automatic detection and logging of calls. |
| TAPI Telephone System | Telephone system that supports the Telephony Application Programming Interface and can be connected with Phone Connect. |
| Caller Card | View in Business Central that displays relevant contact and business data during a call. |
| Phone Connect Tray App | Desktop application that establishes the technical connection between Microsoft Dynamics 365 Business Central and the connected telephone system, enabling the detection and processing of calls. |
| Smart Connect | Guided setup process for the Tray App directly from Business Central. |
| Phone Connect Administrator | Role with permissions to set up and manage Phone Connect. |
| Phone Connect User | Role for users who utilize Phone Connect. |
| Call List | Table for user-specific logging of calls in Business Central. |
| CRM (Customer Relationship Management) | System for managing and tracking customer contacts and interactions. |