RingCentral for Dynamics365: CTI to utilize "regarding" field
This would offer the ability to log inbound and outbound calls directly to opportunity/case activities. This could be similar to the "related to" field in SFDC.
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additional info from Matthew:
ZM and other RC competitors do this currently. The RC CTI was designed to match the 8 phone call activity fields in Dynamics. When phone call is automatically/manually saved to Dynamics, matched fields are filled in and saved as shown here:DYNAMICS <<= RC CTI Integration 1. Subject <<= Subject 2. Call From <<= Call from (Selectable from matched list. If it was an outbound call, will default fill in current Dynamics user) 3. Call To <<= Call to (Selectable from matched list. If it was an inbound call, will default fill in current Dynamics user) 4. Phone Number <<= The phone number of the other party on the call 5. Direction <<= Inbound or Outbound 6. Description <<= Description field for taking notes 7. Call Recording <<= Auto update the link after call ended 8. Duration <<= Auto update duration after call endedNote: as of 2023 VERSION 2.0.14. RC is NOT utilizing "regarding to" field. This field is similar to SFDC's "related to"Zoom Dialpad and others currently utilize this field to associate logged calls to Opportunities and/or cases.