CRM Calling Integration (Toastar)

With the CRM Calling Integration (also called Toastar) you can receive customer data from your CRM system when receiving a phonecall. When a new phonecall arrives ROGER365 can search your connected CRM system to match the phonenumber and shows the contactdata of the caller.

There are a few prerequisits:

• Microsoft Teams Calling must be implemented (direct-route or calling plan)
• Currently only external PSTN calls are supported
• A CRM Replicator must be configured, or use Microsoft Power Automate / Logic App to retrieve and show CRM data via the Webhook
• An Azure subscription must be available to register a Bot channel

To enable CRM Calling integration, complete the following steps:

1. Register a Bot channel in Azure and create a Teams user
2. Create Teams Virtual User
3. Add TOASTAR App to Teams
4. Enable users in the ROGER365 portal
5. Configure Teams client to enable Toastar
6. Optional: Create Webhook & Postback

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