Pop and Auto-Dial CRM Opportunities

Dynamics Telephony is perfect if you use CRM Opportunities, where it can pop Opportunities (if there are any open for the caller) or pop the callers Contact record. Furthermore, the phonecall activities are logged against the Opportunities as appropriate.

Even better, you can use the Dynamics Telephony Queues Dialer feature to auto-feed Opportunities to users for processing, including calling the customer. Opportunities can be added to the Dynamics Telephony Dialer Queue just like any other entity.

How to get Dynamics Telephony to pop an Opportunity based on the callers phone number

In Dynamics 365, Opportunities have no phone numbers by default. So you need to add one for Dynamics Telephony to search for. It does not need to be put on the opportunity form itself. Add a custom field to the Opportunity entity. Set it as a calculated field based on the related contact phone number. You can add multiple phone-number fields if you like. See here for how to add the field.

TIP: Set a condition that the opportunity must be open (status=active) for the phone number to be populated. In this way, only open opportunities will match and pop.

In the custom entity dialerKVtable, add an entry for each custom field created above..
type: phone
Value: new_telephone1 – the name of custom field
scope: global
Parent: <blank>
Name: incomingLookup_opportunity
Key: 1 – the order of lookup in this entity

Also in dialerKVtable entity, add another two entries as follows for the primary text to display
Key: opportunity
Name: entityPrimaryNames
Parent: AppSettings
Scope: global
Type: string
Value: name – *

Key: name – *
Name: incomingLookup_opportunity
Parent: <blank>
Scope: global
Type: name
Value: name – *

NOTE: The above will display the Title of the opportunity. You might prefer to create another custom field on the Opportunity that combines customer name and Title. This will be useful for multi-match. It must be a string custom field. Replace “name” above with your custom field name (3 places marked *)

In Dynamics Telephony settings > Inbound set..
Lookup entities: opportunity

TIP: If you set above to “opportunity,contact” then Dynamics Telephony will pop the contact if there are no open opportunities. However, if there is one open opportunity you will get a multi-match to choose between the opportunity and the contact.