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How can I ensure Recordings and Transcripts are Attached to the Right Contact?

A quick guide to ensure your FreJun call recordings and transcripts automatically sync with the correct contact in Microsoft Dynamics 365 by formatting phone numbers correctly and avoiding mismatches.

FreJun automatically syncs your call recordings and AI-generated transcripts with the correct lead or contact in Microsoft Dynamics 365. However, ensuring that each entry maps accurately depends on proper phone number hygiene and CRM field setup. If phone numbers are inconsistent or include unnecessary symbols, the system may fail to match them correctly.

In this article, you’ll learn how FreJun identifies the right contact, the exact fields it matches against, common formatting mistakes to avoid, and simple best practices to maintain accurate contact mapping. This helps your teams save time, avoid confusion, and maintain clean CRM records effortlessly.

  • FreJun automatically matches call records with leads in Dynamics 365 using the Phone or Mobile field.
  • Ensure that numbers in Dynamics 365 are formatted correctly and not appended with extra text or symbols.

For more Queries, reach out to us at support@frejun.com or Live chat support through your FreJun Account

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