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Tray Application

Tray application for an immediate overview

If you want to see caller and call information from the Business Central system outside of the ERP system, CTI offers the option of displaying information separately and independently of Microsoft 365 Business Central with the so-called CTI Tray application.

The CTI Tray application shows you up to five individually defined pieces of information, each from the contact, debtor or creditor area. In addition, the CTI Tray application can accept call control functions (hang up or hold).

Overview

To See
The CTI Tray Application can only be installed manually. A silent installation is not supported. Tray Client Installation
The CTI Tray Application is a self-contained application that can also be run independently from Business Central Client. Tray Setup
Phone Connect is compatible with all TAPI-enabled telephone systems and can be quickly and easily integrated into your existing infrastructure via this standard interface. TAPI settings

Compatibility Check

At application startup, the system automatically checks whether the version of the PhoneConnect tray application is compatible with the AL extension in Microsoft Dynamics 365 Business Central. If an incompatibility is detected, the user receives a corresponding notification with guidance on the next steps.

See also