~.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.
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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:
| CRM | Versions |
|---|---|
| Dynamics 365 | Customer Service, Sales, Project Service, Field Service |
| Salesforce Lightning | Essentials, Professional, Enterprise & Unlimited |
| Zoho CRM | Enterprise, Ultimate |
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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 | ✔ | ✔ | ✔ |