User Interface & Handling Phone Calls

The Balloon is the main User Interface of our tool TelephoneIntegration.
It is capable of handling both, incoming and outgoing calls! 

TelephoneIntegration provides screen-pops and caller recognition, thus users will immediately know who is calling. Meanwhile, Click-2-Dial features speed up the dialing process from within Dynamics 365.see more

• Balloon

  Calling feature that enhances simple and intuitive user experience.

• Integrated Dynamics 365 Search

  Search the Dynamics 365 system right within the Balloon without opening Dynamics 365 itself.

• Caller Recognition

  Once a call is recognized, our CTI will search the Dynamics 365 system and display information about the caller.

• Screen Pops

  Dynamics 365 records and phone call activities can be configured to automatically pop-up on incoming and outgoing calls.

• Click-2-Dial

  Next to any phone number field in Dynamics 365, the Click-2-Dial option is available from the search, as well as from the CommandBar.

• Customizabilitysee more

  Number of calls listed, the size and behavior are configurable for each user to meet individual requirements.

• Auto-Create Activities

  Create & save phone call activities automatically to ensure everything is tracked in Dynamics 365.

• Auto-Create Dynamics 365 Records

  Create new records on incoming calls; e.g. opportunities, cases, accounts, contacts or leads.

Supported Phone Systems