- Joined
- Jul 3, 2021
- Messages
- 218
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Dear 3CX Team,
We have Microsoft Dynamics 365 CRM integrated with 3CX. When the inbound call with new number, which is not saved as a contact in CRM, we have to click CRM link/button as shown in the figure to save the contact. Only after that, we're redirected to CRM page when we hit the "call pick-up" button. Instead of that, we want to be redirected directly to CRM page when we pick up the call without needing to click that CRM link/button. Is there any setting we could've probably missed out? Please kindly help us.
Thanks in advance.
Kind Regard
We have Microsoft Dynamics 365 CRM integrated with 3CX. When the inbound call with new number, which is not saved as a contact in CRM, we have to click CRM link/button as shown in the figure to save the contact. Only after that, we're redirected to CRM page when we hit the "call pick-up" button. Instead of that, we want to be redirected directly to CRM page when we pick up the call without needing to click that CRM link/button. Is there any setting we could've probably missed out? Please kindly help us.
Thanks in advance.
Kind Regard