Welcome to the Phone Connect Tray
If you want to see caller and call information from the Business Central system outside of the ERP system, Phone Connect provides the ability to display information separately and independently from Microsoft 365 Business Central using the so-called Phone Connect Tray application.
The Phone Connect Tray application shows you up to five individually defined pieces of information, each from the contact, customer, or vendor area. Additionally, the Phone Connect Tray application can take over call control functions (hang up or hold).
Overview
| To | See |
|---|---|
| The Phone Connect Tray application can only be installed manually. Silent installation is not supported. | Tray Client Installation |
| The Phone Connect Tray application is a standalone application that can also run independently of the Business Central client. | Tray Setup |
| Phone Connect is compatible with all TAPI-capable telephone systems and can be quickly and easily integrated into your existing infrastructure via this standard interface. | TAPI Settings |
Compatibility Check
When the application starts, it 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 instructions on how to proceed.
Requirements for Caller Identification with Phone Connect
Phone Connect recognizes and processes calls exclusively through call signaling on the PC. It does not matter whether Microsoft Teams or a TAPI telephone system is used. What is crucial is that the incoming or active call is signaled on the PC by the corresponding client.
Microsoft Teams
When using Microsoft Teams, Phone Connect requires the call information from the Teams client. Therefore, the call must be visible in the Teams call window or as a call notification on the PC. Only then can Phone Connect capture the required information and process the call.
Info
If calls are accepted exclusively through a phone connected to Teams (e.g., desk phone) or through the mobile Teams app, without corresponding call signaling in the Teams client on the PC, Phone Connect cannot recognize the call.
TAPI Telephone Systems
With TAPI telephone systems, caller identification is also based on the signaling of the call on the PC. For this, a TAPI client must provide the call on the workstation computer. Phone Connect evaluates this information and can then process the call.