web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

USD -How can queue-ing and routing be handled in a Call Center Scenario using USD application?

(0) ShareShare
ReportReport
Posted on by 1,421

USD -How can queue-ing and routing be handled in a Call Center Scenario using USD application?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    PranavShroti Profile Picture
    4,510 on at

    Hi... One way of doing this is :

    Apparently you need to have a CTI provider (preferably in cloud) which will handle the calls. Once they receive they can push a task/activity onto CRM queue. This can be then picked up by call center agent person. CTI will be doing this inside USD; perhaps a custom control will display calls details.

    Overall chain of events will look like this:

    1. Call initiated in CTI server

    2. Task Created in CRM queue by CTI using crm api

    3. User selected by CTI server based on availability

    4. USD client control intimated by CTI server, and values like Phone Number etc passed

    5. USD CTI adapter will initiate the search based on phone number and pop-up the customer card.

  • MRVIX Profile Picture
    1,421 on at

    Thank you very much Pranav! This is a very great idea :)

    P.s. I might keep this post unanswered for a while. I would like to wait for more suggestions. Thank you!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans