Set up Call Popup

This topic describes how to set up call popup to be automatically triggered by a specified call event, or be manually opened during a call.

Procedure

  1. Log in to the 'Linkus for Dynamics 365' plugin, click .
  2. Go to the Dynamics Integration tab.
  3. Configure the method of call popup according to your needs.
    • If you want the system to automatically open the CRM contact details page upon inbound calls, do as follows:

      1. Select the checkbox of Automatic Call Popup.
      2. In the Trigger Event drop-down list, set when the call popup will be automatically triggered.
        • Ringing: Triggered when you receive an inbound call from a CRM contact.
        • Answered: Triggered when you answer an inbound call from a CRM contact.
        • Call End: Triggered when you end a call with a CRM contact.
    • If you prefer to manually open the CRM contact details page, unselect the checkbox of Automatic Call Popup.
  4. Click Save.

Result

  • If automatic call popup is enabled, when the specified trigger event occurs on an inbound call from a CRM contact, the contact details page will be opened in the CRM interface to show the contact's information.

  • If automatic call popup is disabled, you can click on the call window to manually open the contact details page during a call with the CRM contact.