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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
Phone Connect – Version Compatibility Check Between Tray Application and AL Extension April, 2025

Optimized Role Center incl. Statistics

Released

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

Released

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

Released

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

Released

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

Phone Connect – 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. At startup, the system verifies the installed versions of both components to ensure compatibility. If a mismatch is detected, users are alerted and the connection is disabled to prevent instability. This feature enhances stability, aids IT administrators in resolving issues swiftly, and improves overall reliability for end users.

General Availability: April, 2025


  1. No release date has been set for this feature yet.