Comprehensive Course Content

Learn all the essential functions and integration options of Simova Phone Connect

Hands-On Learning Experience

Practice using the system securely and efficiently in real-world scenarios

Expert Guidance and Support

Get personalized support and guidance from industry professionals throughout your certification journey

About the course

Welcome to the certification for Phone Connect – the powerful telephony integration solution for Microsoft Dynamics 365 Business Central. This certification confirms your expertise in using Phone Connect and demonstrates your ability to integrate phone systems with CRM data in Business Central securely, efficiently, and across your organization. The purpose of this certification is to demonstrate your knowledge of the core functions, integration possibilities, and application scenarios of Phone Connect. After passing the exam, you will be qualified to connect, control, and optimize telephony processes within Dynamics 365 Business Central by seamlessly integrating with both TAPI-enabled phone systems and Microsoft Teams.

About Simova

Simova is a developer of innovative, smart and fully integrated Business Central Extensions - from document management and document dispatch, the provision of data in a customer portal and telephony integration to optimised internal communication. With Simova Extensions, anyone can cost-effectively take their Business Central to the next level.

Curriculum

6 Chapters · 24 Lessons

  1. 1

    Introduction to Simova Phone Connect

    1. (Included in full purchase)

      Introduction to certification: Simova Phone Connect for Microsoft Dynamics 365 Business Central

    2. (Included in full purchase)

      Overview of Telephony Integration

  2. 2

    Architecture overview / Structure in Business Central & on Client

    1. (Included in full purchase)

      Architecture & Process

    2. (Included in full purchase)

      App Registration

    3. (Included in full purchase)

      CRM Integration

    4. (Included in full purchase)

      Tray Application & Business Central Extension

  3. 3

    Tray Application & Connection to Phone Systems

    1. (Included in full purchase)

      Real time caller information

    2. (Included in full purchase)

      Additional customer/vendor information

    3. (Included in full purchase)

      Authentication

    4. (Included in full purchase)

      TAPI Protocol

    5. (Included in full purchase)

      Microsoft Teams Connection

    6. (Included in full purchase)

      Smart Connect

  4. 4

    Usage of Phone Connect

    1. (Included in full purchase)

      Call-In Cards

    2. (Included in full purchase)

      Contact-based history

    3. (Included in full purchase)

      User-based history

    4. (Included in full purchase)

      Call-out Cards

    5. (Included in full purchase)

      CRM Care

    6. (Included in full purchase)

      Inbound Calls

    7. (Included in full purchase)

      Outbound Calls

  5. 5

    USPs of Phone Connect

    1. (Included in full purchase)

      Connections

    2. (Included in full purchase)

      Rapid implementation

    3. (Included in full purchase)

      Automation

  6. 6

    Certification

    1. (Included in full purchase)

      Phone Connect Certification Test

    2. (Included in full purchase)

      Phone Connect Professional Certification Test

Unlock Your Potential Today

Enroll now and take the first step towards becoming a certified expert in Simova Phone Connect for Microsoft Dynamics 365 Business Central

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