~.UcClient.~ for Dynamics 365 #
~.UcClient.~ for Dynamics 365 is an embedded client which uses the 'Channel Integration Framework' to provide users with access to telephony features, directly from within Microsoft Dynamics 365.
info
~.UcClient.~ works with the following versions of Dynamics 365 - Customer Service, Sales, Project Service, Field Service.
Using the client, users can make telephone calls when idle, and can view the Dynamics contact details for any calls they are on.
~.UcClient.~ can display Dynamics record fields directly on the call banner before the call is answered, as well as automatically screen popping matching records.
This help document provides a step by step guide to configure the ~.UcClient.~ for Dynamics 365 plugin.