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Navigate to the ‘’Voice for D365 Configurator” app.
Open the “Event Configurations” view under the “Plugins” menu tab.
CIF1
Activate built-in plugins call-confirmed
Activate
Create early phone call
Update current phonecall
in the following events:- call-confirmed
Deactivate
Show Call Notes
call-answered
customerSelectedActivate
Create early phone call
Deactivate
Show Call Notes
customerSelected
Activate
Update current phonecall
call-
confirmedcall-answered
Deactivate built-in plugins
Create regular phone call
andOpen created record
in the following events:call-ended
CIF2
Activate built-in plugin
Create early phone call
in the following event:beforeCreateCallSession
Activate built-in plugins
Create phone call session
andUpdate current phonecall
in the following events:endedActivate
Update current phonecall
Deactivate
Hide Call Notes
Create regular phonecall
Open created record
CIF2
beforeCreateCallSession
Activate
Create early phone call
call-confirmed
Deactivate
Show Call Notes
customerSelected
Activate
Update current phone call
call-started
Activate
Create phone call session
call-ended
customerSelectedActivate
Update current phone call
call-started
Show Call Notes
,Deactivate
Create regular phone call
Open created record
in the following events:Hide Call Notes
Open Created Record
call-
confirmedanswered
call-ended
call-answeredDeactivate
Show Call Notes
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Select session template (CIF2)
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