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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.