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Search for a customer in the outbound dialer

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Important

This content is archived and is not being updated. For the latest documentation, go to the Dynamics 365 Contact Center documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Apr 8, 2024 Oct 1, 2024

Business value

Placing a call has become easier for agents with the option to search for a customer in the outbound dialer and open the customer record from the call history.

Feature details

The enhanced outbound dialing experience enables agents to:

  • Place a call by searching for a customer contact or account from the outbound dialer.
  • Open the customer record from the call history.

For more information, watch our Outbound dialer enhancements in Dynamics 365 Customer Service video.

See also

Call a customer (docs)