How to use Microsoft Dynamics 365 CRM

The Dynamics 365 integration provides the following Acefone functionalities:

While integrating Dynamics 365 for a user, you can integrate with either an Extension or a Mobile number.

Making and managing calls

Log in to the app.
Click on the puzzle icon to open the integrated app, and enter your credentials to log in.
You can dial contacts manually, or click on Contacts to dial from saved records.
When you disconnect a call, a dialog box appears with two options — Disposition and Disposition Note

You can view the call detail record once the call has ended. Each record contains the following fields:


Field	Description
Inbound call from	Subject: The number from which the call was initiated.
Outbound call to	Subject: The number to which the call was initiated.
Hangup Cause	Hangup cause of the call
Call type/Service	Whether the call was inbound or outbound.
Call Direction	Direction of call
Disposition Notes	The call notes
Campaign and List Name	Details of list and campaign
Recording URL	The call recording URL.
Disposition Name	The disposition name selected by the agent.
Disposition Code	The disposition code selected by the agent.
Start and End Time	The time the record was last modified.