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This is a documentation forXRMFusionfor XRMFusion, a tool designed to improve customer engagement by interfacing seamlessly with a XRM CRM system. Upon receiving a call, the app automatically launches, pulling and displaying relevant customer data from the XRMCRM, thus enhancing the interaction process.
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1. Navigation Navigation and Functionality
XRMFusion is designed to operate in the background, capturing incoming call information for immediate display and logging it into the call history. To ensure its availability, it is set as an autostart application
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Additionally, feel free to adjust the app's size horizontally and vertically to suit your preferences.
1.2 Options Menu
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We've tucked the 'Quit' button away in this menu to avoid any accidental exits that could cut off your access to the app's features. As of now, instead of a close button, the buttons on the top right corner simply tuck the app away without closing it—this way, you won't lose any important information by closing the app by mistake.
2. Main Page
2.1 Information Tab
After logging in, new information fields display different data. First, you will see details such as the number and date of the last call you received. During an incoming call, caller info and type can be seen (direct call, Microsoft Teams call or a Microsoft Teams group call). There are different symbols for each call type. For example: Teams Group Call → , Microsoft Teams Call →
, Direct Call →
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