What call details does FreJun log in Microsoft Dynamics 365?
Understand how FreJun captures and logs call data in Microsoft Dynamics 365, including call reason, outcome, notes, duration, recordings, and transcripts for seamless CRM tracking.
FreJun seamlessly integrates with Microsoft Dynamics 365 to ensure all essential call details are accurately logged into your CRM. This integration helps sales, support, and operations teams maintain a complete record of all customer interactions, improving follow-ups, reporting, and decision-making.
Every call made or received through FreJun is captured in detail, including the reason for the call, its outcome, agent notes, duration, and direction. If call recording and transcription are enabled, the system also stores the recording link and transcript, ensuring that no critical information is lost and teams have complete visibility of every customer interaction.
After a call is completed, FreJun logs the following details into the corresponding Lead, Contact, or Opportunity:
- Call reason, outcome, and tags
- Call notes entered by the agent
- Call duration and direction (inbound/outbound)
- Recording link and transcript (if enabled)
This information appears in the Timeline and may also be visible in linked Opportunities.
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