Page History
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It aims to guide you through the app's user interface.
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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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Initial Interface & Login Procedure
As soon as the app is launched, it carries out an automatic login.
Additionally, feel free to adjust the app's size horizontally and vertically to suit your preferences.
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Menu
In the upper left corner, there is a menu icon that looks like three stacked lines. This is your access to additional options, in particular Info, Settings, Logout, and Quit.
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Info
Within the "Info" tab, you can access information about the client's version. Furthermore, you'll find links to icons and other materials relevant to privacy and copyright matters.
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Settings
Within the "Settings" menu, you can easily toggle between the light and dark modes, designate the application as a tray icon, and switch between various zoom levels. Furthermore, this section provides visibility into the storage locations for call history and logs on your computer.
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Logout & Quit
Using the "Logout" option, you can securely end your session when needed.
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.
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Main Page
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Caller Information
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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Contact
If the caller is already known and stored in the CRM, clicking on the globe symbol, which is the contact option, will redirect you to the CRM in Dynamics.
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History Tab
This data is archived in the 'History' section for future reference. The 'History' window also features a search function to quickly find past call records. It is also possible to search in the details of each call.
In addition to the data shown in the "Information" tab, you can see who answered the call, and for Microsoft Teams group calls, the participating group is identified.
