CRM 365 Popup

[Ar0x]

We have integrated our 3CX successfully into Dynamics365. Everything works fine. But is there a way, that every time somebody is calling, a window pops up. In this window i want to see the caller and to write short notes into a textfield, while I'm phoning. After the call is closed the textfield should be in the discription of the call in CRM.

 

[edossantos]

This is not what your integration provides. The behaviour you will get with our integration is the following:

• When an inbound call arrives, the contact will be taken from your CRM and imported into 3CX Contacts.
• When the contact is not found in the CRM, it will be automatically created (depending on configuration).
• The contact name will be shown as the caller name, no matter the phone you use.
• If you use the 3CX Web Client, it will automatically open the contact record in a new browser tab.
• When the call ends, a new call activity will be created in the CRM (depending on configuration).

So, the contact record is poped out. Then, you can add notes or edit the contact as you need.