365 Dynamics problem

[roiya]

Hey all,

My problem : CRM doesn't log a new lead from new client.
What working : already registered leads are collecting new call logs and i can see the details in client lead that was opened already

I cant understand why it doesn't even pops up the CRM lead when call is ringing .
It was working perfectly until 25/8 nothing changed no updates nothing .

 

[Evolute IT]

You definitely updated to U8 at some point.

Now, in U8, the contacts/leads are not automatically created as "New 3CX ...". Users can manually create them in the CRM via the "New Contact" link in the dialer, when a match hasn't been found.

See the blog post related to U8.

 

[roiya]

Thanks for fast reply ,
Cant see where is the New Contact link in the dialer .



Do you mean this one ?

 

[edossantos]

When you receive a call from an unknown number you will see this:


When you click that link, a dialog is shown, where you can fill the contact details, select the "CRM" checkbox, and create it:

 

[roiya]

Still doesn't understand why it was changed the previous version that it was automatically was better.
It is A big downgrade. No CRM pop up anymore no Lead opened when user calls.

 

[edossantos]

The reason of the change is that usually a company receives many calls that are not from customers. For example, personal calls for the employees, or calls for departments that are unrelated to the CRM. This way, the agent can decide if the call belongs to a contact that should be in the CRM, and create it with the actual name, instead of using a default name that you need to change later.

 

[roiya]

The reason of the change is that usually a company receives many calls that are not from customers. For example, personal calls for the employees, or calls for departments that are unrelated to the CRM. This way, the agent can decide if the call belongs to a contact that should be in the CRM, and create it with the actual name, instead of using a default name that you need to change later.

World is going to automation I think the best option is to connect it via the Queue->Agent and not by agent itself if you route it by that it can reduce the false leads that were automatically.
Even give the options to choose between Manually and Automatically
Its can be a deal breaker with some clients that its Manually only