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Thank you for your interest in the Phone Agent Assistant.
The Phone Agent Assistant is a companion app for Skype for Business which allows you to automatically see the name and other relevant information from your Dynamics 365 organization, about any incoming call.
To use the Phone Agent Assistant you are required to have at least these components in your Office 365 organization:
- Microsoft Dynamics 365 Customer Engagement app (like Sales, Customer Service, PSA or Field Service)
- Skype for Business
- Cloud PBX or Phone System
- Skype for Business Calling Plan (Domestic or International)
Additionally it is required that you already set up PSTN calling via Skype for Business and have phone numbers and calling plans assigned to your users.
To get started, please sign in using your Microsoft Work or School account (sometimes called organization account). Please note your user account has to be Global Administrator in Office 365 to start this trial.