Custom Phone Number Fields

Dynamics Telephony can search your custom phone number fields for a match, and screen pop,  when your customers call you. This also applies if you add a phone number to an entity that does not normally have a phone number – e.g. a case or opportunity. See here for more on these.

To add a custom field to Dynamics Telephony settings for searching, add a diallerKVTable record as shown:



name: refers to the entity being searched. Use one of incomingLookup_lead,
incomingLookup_incident or

type: phone

key: refers to the search order. So use 1, 2, 3, 4, etc. All matches are returned so just make sure it is unique for the entity

value: the name of the field to search. Standard fields might be telephone1, telephone2 etc. A custom field might be new_ph_number

scope: global

parent: leave empty