CRM Integration
When CRM is enabled, a CRM entry is automatically created each time a call is accepted or rejected, making it easier to track calls.
Advantages
- Call Status: It can be seen whether calls are missed, rejected, accepted, or outgoing.
- Better Traceability: The CRM entry shows who called and when.
Enabling CRM Integration
- Open the Phone Connect Admin Role Center and go to the Setup tab in the ribbonbar.
- Click on the action Module Setup.
- Click on the category CRM.
- Assign the respective template to the interactions.
Info
Adding the activity template codes determines which call data is transferred to the CRM in Business Central. These data can later be viewed on the contact cards after a call has taken place.
| Call Type | Activity Template Code | Description |
|---|---|---|
| Incoming Calls | CALL_IN | Phone Connect template for incoming calls |
| Outgoing Calls | CALL_OUT | Phone Connect template for outgoing calls |
| Missed Calls | CALL_MISS | Phone Connect template for missed incoming calls |
| Unaccepted Calls | CALL_REJEC | Phone Connect template for unaccepted outgoing calls |
Optional Configuration
Under the CRM tab in the Phone Connect module configuration, the Interaction Log Wizard can be enabled. When this option is turned on, the Interaction Log Wizard opens after each call, allowing the CRM entry to be edited.