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  1. Solgari
  2. Solgari for Dynamics 365
  3. How to Guide (v1 pre-2023)

How to Guide (v1 pre-2023)

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Welcome to Solgari Converse, the All-Channel Communications solution in Dynamics365. In this section you will find practical guidance on using the solution. We've arrange the content feature by feature below- so simply click on the feature below for a step-by-step guide on using it.

  • Getting Started
  • FAQ - troubleshooting
  • Common Error Messages and Troubleshooting Advice
  • How to Make a Call
  • Calling a Number Manually
  • How to Answer an Audio or Video Call
  • Inbound Calls & D365 Contact Screen Pop
  • How to Transfer a Call
  • Navigating IVRs (using the keypad / DTMF)
  • Listen to a call recording in D365
  • Call Monitor (Listen/Whisper/Barge/Barge-Break)
  • Presence
  • Stop/start recording
  • Conversational SMS
  • How to use Chat
  • Whitelisting your D365 instance URL for audio notifications (in Chrome)
  • Extension Voicemail
  • Group Voicemail
  • How to Share Your Screen
  • How to...
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