Phone Connect
Extension Features & Optimizations
| Feature | General Availability |
|---|---|
| Optimized Role Center incl. Statistics |  February, 2025 |
| Rating | February, 2025 |
| Interview Guidelines | February, 2025 |
| Optimized Interaction Log Entries | February, 2025 |
| Version Compatibility Check Between Tray Application and AL Extension | July, 2025 |
| Configurable Field Management for Phone Connect Tray App | Tbd. 1 |
Optimized Role Center incl. Statistics
Enhance the Phone Connect Role Center with a new graph chart for monitoring average call duration and optimizing role-specific statistics. Administrators can track call performance trends, while users gain insights into their call activity and effectiveness. This feature provides detailed call duration insights, improves user efficiency, helps track sales performance, and enhances call management with clear analytics.
General Availability: February, 2025
Rating
Introducing the Call Rating System in Phone Connect: Users can now rate their calls and add notes post-interaction, enabling evaluation of call efficiency and customer engagement. Higher ratings indicate more successful interactions, such as potential sales opportunities. This feature provides insights into call effectiveness, helps prioritize follow-ups, and enhances decision-making by tracking historical call performance.
General Availability: February, 2025
Interview Guidelines
Introducing enhanced Phone Connect CTI functionality with call guidelines. Administrators can define and assign guidelines to caller cards, ensuring users have structured guidance during active calls. This feature improves call handling consistency and user efficiency through flexible configuration and guideline assignment.
General Availability: February, 2025
Optimized Interaction Log Entries
Enhance your Phone Connect experience with the new Interaction Log Wizard feature. After each call, users can opt to use the wizard for detailed follow-up logging, ensuring structured and comprehensive interaction records. For those who prefer simplicity, the standard interaction log entry remains available. This feature offers the flexibility to choose your preferred logging method while maintaining accurate and complete interaction tracking.
General Availability: February, 2025
Version Compatibility Check Between Tray Application and AL Extension
Introducing an automated compatibility check between the Phone Connect tray application and the AL extension in Business Central. This feature ensures both components run compatible versions, maintaining a stable Phone Connect experience. At startup, the system verifies compatibility, alerts the user of any issues, and disables connection to prevent instability. Benefits include enhanced stability, quick identification and resolution of compatibility issues for IT administrators, and improved reliability and transparency for end users.
General Availability: July, 2025
Configurable Field Management for Phone Connect Tray App
Introducing dynamic field configuration options in the Windows-based Phone Connect Tray application. This feature allows administrators to customize the tray interface by adding custom fields or hiding unnecessary default fields, enhancing user experience to align with organizational workflows. Administrators can control which data points are visible, ensuring efficient information presentation and minimized interface clutter. Custom fields can display operationally relevant data, while unused default fields can be hidden. Benefits include improved usability, customization flexibility, cleaner UI, and greater adoption potential in specialized use cases.
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No release date has been set for this feature yet. ↩