How to Guide (v1 pre-2023)
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...