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Recent Channel Activities – Select recent channel activities to see all previous voice conversations and message transcripts. |
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Activity Entry – Select an activity to expand on the details behind the activity, for example, the call recording or message transcript and the date and duration of the activity. |
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Search Activity Entries – Search for a specific activity by typing the name or number of your contact. |
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CRM Records – Search for Accounts, Contacts or Leads within Dynamics 365 by selecting CRM Records. You can also click-to-call and click-to-text from here. |
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Record Type – Hover over the record icon to see if it is an Account, Contact or Lead record. |
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Open CRM record in Dynamics 365 – Select the contact icon to open the record in Dynamics 365. |
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Search CRM Records – Search for an Account, Contact or Lead by typing the name or number here. |
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Click to Call – Click on a number to make a call. |
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Click to text – Click "Send SMS" to start a text message. |
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