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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

General

UI Layout

Call Types and Result
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Call Types and Result
Call Types and Result

Each call will have a call type and the related result. You can find these information in different views like:

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Main Page

Caller Information

Action Buttons

Action Buttons allows you to access predifined functions such as callback, call notes and more with one click.

Note

Please make sure that you have defined the targets for the actions. For example you have to configure Microsoft Teams as target for "callto" in order to use the callback function.

Tip

Did you know? Action Buttons are available under the information tab and in the details of call history entries.

Image Added

There are two symbols that allow you to interact with the caller:

Image Added Callback

When you click on the phone symbol, which is the callback option, you will be automatically redirected to MS Teams, where you have the option to call the caller back.

Image Added Call Note

When you select the envelope symbol, which is the "call note" option, your email client will open with an automatic subject and text insertion. You can then pick the recipient to whom you'd like to address the email.

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 → Image Removed , Microsoft Teams Call → Image Removed , Direct Call → Image Removedmore informations: Call Types and Result

The color represents the call status. Green indicates that the call has been accepted, yellow signifies that the call was missed, and red represents that the call was declined. 

On the right side of each data column, adjacent to each entry, there's an icon to copy the data with one click. Additionally, clicking on the data itself triggers a corresponding action. For example, clicking on the email address will open Outlook, allowing you to compose a message to that address instantly.

There are two symbols that allow you to interact with the caller:

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Image Removed Call Note

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Action Buttons

Action Buttons allows you to access predifined functions such as callback, call notes and more with one click.

Note

Please make sure that you have defined the targets for the actions. For example you have to configure Microsoft Teams as target for "callto" in order to use the callback function.

Tip

Did you know? Action Buttons are available under the information tab and in the details of call history entries.

Image Removed

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.

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