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  1. Navigate to the ‘’Voice for D365 Configurator” app.

  2. Open the “Event Configurations” view under the “Plugins” menu tab.

  3. CIF1

    1. Activate built-in plugins call-confirmed

      1. Activate

        1. Create early phone call

      and Update current phonecall in the following events:
      1. call-confirmed
      2. Deactivate

        1. Show Call Notes

    2. call-answered

      1. customerSelectedActivate

        1. Create early phone call

        -ended
      2. Deactivate

        1. Show Call Notes

      plugin in the following events:
    3. customerSelected

      1. Activate

        1. Update current phonecall

    4. call-

      confirmed
    5. call-answered

    6. Deactivate built-in plugins Create regular phone call and Open created record in the following events:

      1. call-ended

    CIF2

    1. Activate built-in plugin Create early phone call in the following event:

      1. beforeCreateCallSession

    2. Activate built-in plugins Create phone call session and Update current phonecall in the following events:ended

      1. Activate

        1. Update current phonecall

      2. Deactivate

        1. Hide Call Notes

        2. Create regular phonecall

        3. Open created record

  4. CIF2

    1. beforeCreateCallSession

      1. Activate

        1. Create early phone call

    2. call-confirmed

      1. Deactivate

        1. Show Call Notes

    3. customerSelected

      1. Activate

        1. Update current phone call

    4. call-started

      1. Activate

        1. Create phone call session

    5. call-ended

      1. customerSelectedActivate

        1. Update current phone call

        -answered
      2. call-started

      Deactivate built-in plugins Show Call Notes ,
      1. Deactivate

        1. Create regular phone call

      and Open created record in the following events:
        1. Hide Call Notes

        2. Open Created Record

    6. call-

      confirmed

      answered

      1. call-ended

      2. call-answeredDeactivate

        1. Show Call Notes

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Select session template (CIF2)

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