Dynamics CRM Online Integration

[crius]

Hi,

We've been looking into the Dynamics CRM integration, we've got it setup and it opens up the contact record when someone calls in. But it opens it on every incoming call for all users. Is there a way to limit this so the contact record opens for just the person who answers the call.

Many thanks
Rich

 

[edossantos]

Do you have a ring group with ring all strategy? You can configure the Web Client to not open the contact and you open it by clicking the button.

 

[crius]

Hi Ernesto,

Yes that's how we've got it with the ring all. I've seen that we can click the contact but was wondering if we can do a custom string that opens the contact record when a person answers.

Thanks
Rich

 

[edossantos]

Unfortunately that's not possible at the moment, the contact will be poped when the call is received by your phone. You can disable this feature and manually open the contact record.

 

[crius]

No problem, we'll just disable it and manually open the record for the time being. Do you think it'll be a feature for the future?

 

[edossantos]

We will definitively consider this as a feature for future releases. Thanks for your feedback.