18 · CRM and CTI

What CTI names

The name is older than any of the products in this track. The vendor page still has to say what the product actually does.

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Learn it in 5 minutes

Wikipedia’s page for computer telephony integration says computer-telephony integration, also called computer–telephone integration or CTI, is a general term for technologies that coordinate interactions between telephones and computers. The following sentence on that page is marked citation needed. This room stops at the sourced sentence.

Dynamics 365 and Salesforce each publish a specific bridge. CTI is the family name. It is not a configuration screen, and it does not tell you whether the representative answers in Teams, in a CRM workspace, or in a partner desktop.

CTI is the general name for coordinating a telephone and a computer. Open the vendor page before you configure anything.

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Visual

Location-based routing gateLocation-based routingSite 1 subnetTrusted IP and siteLocal SBC allowedSite 2 subnetTrusted IP and siteToll bypass blockedSite 3 subnetTrusted IP and siteLocal SBC allowedSite 4 subnetTrusted IP and siteLocal SBC allowed
A site map for What CTI names. LBR is toll-bypass control, not emergency location by itself.
Name, then productName · CTIDynamics · Voice channelSalesforce · Salesforce VoiceRecord · The join you store
Teaching order. Not a count of products. Counts in this drawing are teaching order, not customers.

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Worked example

CTI names the coordination. The vendor page names the product.

  1. Telephone The call
  2. Computer The record or the desktop
  3. CTI The general name
  4. Vendor page The product you configure

If it fails: A design says CTI and never says which app answers the call.

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Quiz

Which description of Computer telephony integration is accurate?

A colleague reports: A design calls every CRM screen a CTI product. Where do you start?

Which description of Dynamics 365 voice channel is accurate?

Flashcards

Ecosystem

Glossary

  • Computer telephony integration Wikipedia’s opened page says computer-telephony integration, also computer–telephone integration or CTI, is a general term for technologies that coordinate interactions between telephones and computers. Config: Use the vendor page for the product you are configuring. Keep Wikipedia as the name only. Fault: A design calls every CRM screen a CTI product.
  • Dynamics 365 voice channel The voice-channel page says it applies to Dynamics 365 Contact Center embedded, Contact Center standalone, and Customer Service. It provides native PSTN calling in Dynamics and says the channel is built on Azure Communication Services. Config: Read the capabilities table on that page. Do not copy the marketing section above it. Fault: Someone expects the Teams client because the number was bought in Teams.
  • Teams Phone in the voice channel The configure-Teams-Phone page says PSTN connectivity can be a Teams Calling Plan (service numbers only), Operator Connect, or Direct Routing, and that a Teams resource account is required for every number used with Dynamics 365 Contact Center. Config: Sync from Teams in Copilot Service admin center after the resource account and the number exist. Copy the application ID from the current page. Fault: Sync is run before TeamsResourceAccount.Read.All has admin consent.
  • Salesforce Voice The help page Connect Voice from a Partner Contact Center says Salesforce Voice with Telephony Providers, formerly Service Cloud Voice, is now part of Partner Contact Center. Config: Use the learning map on that page. A developer-guide URL did not open from this build, so it is not quoted here. Fault: A runbook still says only Service Cloud Voice and never opens the current title.

Sister technologies

Around the call: compliance recording, workforce management, emergency location, analytics, CRM screen pop, and an agent with a human escape. Each one has its own failure.

Config and troubleshooting

A design says CTI and never says which app answers the call.

Cross-platform bridges

CUCM

Cisco CUBE is one of the SBC families named in this lab’s certification lesson. A certified release can be the Direct Routing SBC between Unified CM and Teams.

The tenant still needs a verified domain on the SBC FQDN, and the user still needs Teams Phone. The studio translator does not open a live AXL session. Confirm the current certified release before you build.

Webex

Teams Phone and Webex Calling are separate clouds. This lab does not describe a feature that registers a Webex Calling user into a Teams tenant.

A number move is usually a carrier port, a certified SBC, or a meetings interop product. Confirm before relying.

UCCE

Unified CCE stays the ACD until you migrate it. Microsoft’s contact-center articles name Connect, Extend, and Unify. They do not name a UCCE connector in the notes this lab cites.

Voice into Teams is still Direct Routing or Operator Connect. The routing script stays on the contact-center product you bought. Confirm the vendor’s current model. Source: https://learn.microsoft.com/en-us/microsoftteams/teams-contact-center.

Future hooks

Copilot Studio, Azure Communication Services, and Graph are later tracks in this lab. Treat any uncited limit as confirm before relying.

BridgesEcosystem

Sources and go deeper

Opened 2026-10. A row marked confirm did not open. Wikipedia is background. The Teams blog row is the community index.

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