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Robert_Michon's avatar
Robert_Michon
Copper Contributor
Mar 21, 2020

Route by Incoming Caller ID

i All,

 

New to teams and looking for some functionality we currently have in our on-prem Shoretel system.

 

Currently, we have the ability for incoming calls to be routed to a Sales rep by the callers CID.  This is achieved by the Shoretel system taking the CID of the incoming call, querying our on-prem NAV database for any customers/contacts with that number.  The query also collects the sales rep and their associated extension.  When a match is found, the call is routed to the callers sales rep.

 

We are not limited to using a direct database connection for this, as we are using Dynamics CRM as well which contains the needed information.

 

I am certain there must some kind of integration that we can use to achieve this functionality.

 

Thanks in advance for any suggestions.

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