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Hi all,
In case of Salesforce we have Softphone Layout and screen pop settings to control the behavior of search and screen pop the records on incoming interaction for example call. Does dynamics 365 have any screen pop settings If yes where I can find and configure it?
regards
IK
Hi,
CIF 2.0 supports these new features:
Here is the API for function:
Thanks.
I am not using Unified Service Desk. My Softphone is running in Dynamics 365 IFrame using CIF 1.0 and CIF 2.0. Does there is any built-in support to configure the Screen pop?
hi
Dynamics 365 has screen pop settings that allow you to control the behavior of search and screen pop records on incoming interactions such as calls.
To configure screen pop settings in Dynamics 365, you can follow these steps:
Navigate to the Dynamics 365 Admin Center (admin.powerplatform.microsoft.com) and select the desired environment.
Go to the "Apps" section and select the app for which you want to configure the screen pop settings.
In the app settings, go to the "Telephony Integration" section and select the provider for which you want to configure the screen pop settings (e.g. Twilio, Vonage, etc.).
Under the provider settings, you should see options to configure screen pop settings such as search criteria, match fields, and search behavior.
Configure the settings according to your preferences and save the changes.
Note that the exact steps and options may vary depending on the specific provider and version of Dynamics 365 you are using. It's recommended to consult the documentation or support resources for your specific setup to ensure accurate configuration.
DAniele
Hi imtiazbasrapk82,
Here are some related settings:
But usually,
modifying tables and views can be done in the advanced settings (Advance setting -> Customization -> Customize the System),
and some behavior can be controlled through workflows.
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