~.Dimensions.~ ~.UcClient.~ - CRM #
~.UcClient.~ CRM is an embedded version of the ~.Dimensions.~ ~.UcClient.~ unified which runs from within third-party applications. They are designed to provide communications features that tightly integrate with the application, without the user having to switch between applications.
The feature set between ~.UcClient.~ CRM clients will vary depending on the CRM environment it is being deployed in.
Supported CRMs #
The following CRMs support ~.UcClient.~ CRM as an embedded application:
|Dynamics 365||Customer Service, Sales, Project Service, Field Service|
|Salesforce Lightning||Essentials, Professional, Enterprise & Unlimited|
|Zoho CRM||Enterprise, Ultimate|
Please check the CRM documentation for information on versions or license levels required to use ~.UcClient.~ CRM.
Supported Features #
The list below provides an example of some of the features available to users when using ~.UcClient.~ CRM. For more specific information, review the CRM specific documentation.
|Feature||Description||Dynamics 365||Salesforce Lightning||Zoho CRM|
|Dialing||Make calls from within ~.UcClient.~ CRM or from within CRM records||✔||✔||✔|
|Screen Popping||Search for and automatically load CRM records based on the number being dialed/received||✔||✔||✔|
|Task Creation||Automatically create call log entries for all calls made by a user||✔||✔||✔|
|Call History||View a history of calls made/received, with a clear indication of missed calls and call source||✔||✔||✔|