Callisto Knowledge Base

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Knowledge Base

Microsoft Dynamics CRM integration

Table of Contents

Callisto allows for Microsoft Dynamics pop-ups to appear during incoming calls. Based on the phone number of the incoming call, information on the related contact or lead will be shown. If the number is ambiguous (e.g. because multiple contacts or leads match the number), an additional pop-up will display a list of all contacts and/or leads that match the number. You can select the appropriate contact or lead from either pop-up.