Set up Contact Creation

This topic describes how to configure automatic or manual contact creation. When you receive a call from an unknown number or place a call to an unknown number, a new contact can be created in Dynamics 365 CRM.

Procedure

  1. Log in to the 'Linkus for Dynamics 365' plugin, click .
  2. Go to the Dynamics Integration tab.
  3. Configure the method of contact creation according to your needs.
    • If you want the system to automatically create contacts in the CRM based on specified types of calls, do as follows:
      1. Select the checkbox of Auto Create Dynamics Contact.
      2. In the Call Type drop-down list, select when will a contact be automatically created in Dynamics 365 CRM.

        • Inbound: Inbound call from an unknown number that doesn't match an Account, Contact, or Lead already in the CRM.
        • Outbound: Outbound call to an unknown number that doesn't match an Account, Contact, or Lead already in the CRM.
      3. In the Contact Type drop-down list, select the type of contact to be created.

        • Accounts: Save the unknown number as a Accounts.
        • Contacts: Save the unknown number as a Contact.
        • Leads: Save the unknown number as a Lead.
    • If you prefer to review unknown numbers and manually add it as a contact, unselect the checkbox of Auto Create Dynamics Contact.
  4. Click Save.

Result

  • If automatic creation is enabled, when a call from an unknown number is received, or a call is placed to an unknown number, the number will be added as the specified type of contact in Dynamics 365 CRM.
  • If automatic creation is disabled, you can manually add an unknown number as a new contact during the call.

Note: The name of the newly created contact has a prefix of Automatic New Contact followed by the number.