General settings
All functions and integrations of Phone Connect can be activated and deactivated in the general module setup. Phone Connect is still deactivated with the default setup implemantation. The steps from the Module activiation need to be carried out for the activation.
The following steps need to be performed the general setting in Phone Connect.
General settings steps
To | See |
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First step is to set up in the module setup. | Module Setup |
Second step is to set up the number transformation. | Number transformation |
Third step is to set up the CRM Integration from Phone Connect to Business Central. | CRM Integration |
Fourth step is to set up Caller Card Setup. | Caller Card Setup |