When receiving an inbound call, Solgari Converse automatically performs a Dynamics search for the caller from the entity records.
By default, the system will open a new opportunity if a match is found, but the system can also be set to perform a contacts search as explained below
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If a matching record is found, the contact page pops open.
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If several matches are available, these are listed and you can choose which contact to open.
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If no contact is found, search page is opened.
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If you are editing a page with unsaved changes when receiving an inbound call, Dynamics 365 will let you choose whether to stay on the page or attempt the contact search.
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