Track 18

CRM and CTI

Dynamics 365 voice and Salesforce Voice each document a bridge from the call to the CRM record.

Track sheetPNGPDF

Learn it in 5 minutes

You can say which app notifies the representative, and which identifier should join the call to the record.

Visual

Bridge orderCTI · Name the seamDynamics · ACS voice channelTeams number · Resource accountSalesforce · Partner telephony
Teaching sequence. Not a customer count. Counts in this drawing are teaching order, not customers.

Rooms

  1. What CTI names 6 min
  2. The Dynamics voice channel 8 min
  3. Teams Phone into the voice channel 8 min
  4. The resource account and the number 8 min
  5. Salesforce Voice and Partner Contact Center 7 min
  6. Amazon Connect and partner telephony 7 min
  7. The call-to-record seam 8 min

Ecosystem

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.

Sources and go deeper

Chapter list. Each room keeps its own sources.json.

Room files: T18-R01-what-cti-names T18-R02-the-dynamics-voice-channel T18-R03-teams-phone-into-the-voice-channel T18-R04-the-resource-account-and-the-number T18-R05-salesforce-voice-and-partner-contact-center T18-R06-amazon-connect-and-partner-telephony T18-R07-the-call-to-record-seam