Setup of Phone Connect

Phone Connect comes with a general configuration that covers all common scenarios and processes, but you can customize the configuration to meet the exact needs of your organization.

Basic Setup

Process	Reference
Quick start includes all relevant steps to get started with Phone Connect right away.	Quick start
The Phone Connect Tray application for an immediate overview.	Tray Application
License activation includes instructions for activating a trial or full version.	License Activation

Advanced Setup

After completing the basic setup of Phone Connect, you can proceed with the advanced setup. Simply follow the instructions provided in this list:

Process	Reference
With recall requests, users can assign a person to return a call after a conversation, as well as set the date, time, and notes.	Recall Requests
Call ratings allow users in Business Central to rate the current caller.	Call Ratings
Call guidelines provide users with tips on what to mention during calls and what to avoid.	Call Guidelines