Learn about the 'Linkus for Dynamics 365' Plugin

The 'Linkus for Dynamics 365' plugin provides a simplified Linkus interface for easy access to calling features within Dynamics 365. This topic provides an overview on the plugin interface and detailed descriptions of each component.

'Linkus for Dynamics 365' Layout

After you log in to your extension in the plugin within Dynamics 365, a mini Linkus client is displayed. The layout of the plugin is as shown below:

Navigation bar

Navigation bar provides quick access to the following features:

Feature Description
Dial Pad Dial a number to make an audio call.
Call Logs Check and manage your call logs.
Voicemails Check and manage your voicemails.
Recordings Check and manage your call recording files.
Settings Configure the following settings:
  • Audio devices
  • Dynamics 365 CRM integration settings

Toolbar

Toolbar provides quick access to common actions:

Feature Description
Search PBX contacts by name or number.
Click to log in to Linkus Web Client or Linkus Desktop Client.

You can quickly access Linkus Web Client or open Linkus Desktop Client with your extension account without entering credentials.

Select the endpoint to make and receive calls.

You can directly use Dynamics 365 as the call endpoint, or use Linkus Web Client, Linkus Desktop Client, or IP Phone as calling endpoint by enabling CTI control over these endpoints. In this way, you can control calls in Dynamics 365, while calls are made and received from the selected endpoint.

Use function keys to monitor status of specific objects, or quickly perform specific operations via function keys.
Change your agent status in a specific queue or in all queues you belong to.
Change your extension presence, or log out.

Workspace

An area where you can view or manage specific features.

Collapse button

A toggle button used to expand or collapse the plugin pane within the Dynamics 365 interface.