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The preview feature for teams recognizing incoming caller is great but could be better if the card is customizable to include the associated records (Parent Account).
https://learn.microsoft.com/en-us/dynamics365/sales/call-using-microsoft-teams
Currently, the Teams Dialer:
Displays Account + Contact correctly when both share the same phone number
Fails to display the associated Account when the Contact has a different phone number
This leads to incomplete customer context during incoming calls.
Business Impact
Agents are unable to immediately identify the parent Account for incoming calls
Leads to delays in response time, as users must manually search for the Account
Increases risk of poor customer experience due to lack of context
Impacts sales efficiency and productivity, especially during high call volume
STATUS DETAILS
New
