Use the Dialer Import Wizard to import a set of lead, account, contact, incident (case) or phonecall records into the auto-dialer.

The Wizard will create a phonecall and queueitem for each imported record. The auto-dialer will then pop those records to the members of the queue and auto-dial them.

To use the Wizard, in the DT Client, go to a list of records you would like to use and select some or all of them. then move your mouse as shown below to see the Wizard. If the button is missing, you need to enable it in DT Menu > Settings : Queue Configuration > Show Dialer Wizard.

Queue Items To – Pick the queue for the items. Use the built-in queue called DynamicsTelephony for the simplest operation.

Queue Item Title – A title for each phonecall. Including a date code or some unique reference is a good idea so you can find these phonecalls later. E.g. Leads 9Feb2023. You can use the placeholders <<name>> and <<type>>, e.g. <<name>> (<<type>>) – 9Feb2023 would result in a title like John Simpson (lead) 9Feb2023

NOTE: If the record has a “subject” (e.g. Topic for lead), that will be used instead as the Subject of the phonecall.

Reject Duplicates – Select to not import a record that is already in the selected queue.

Require Number – Select to only import records that have a phone number. Unless you have specified custom phone numbers for the import record, the phone number fields checked on the import record are, in order:
– telephone1 (Business Phone)
– telephone2 (Home Phone)
– telephone3 (Other Phone)
– mobilephone (Mobile Phone)
The first one found is the one that will be used for the auto-dial calls.

Is Personal – The auto-dialer will pop these records only to you, even if there are other members of the queue available.

Click Start to start the import. You will see the number of leads imported, rejected and duplicates.