# Set up Call Popup

Call popup brings a caller's Dynamics 365 record into view while you are on the phone. Dynamics 365 is a CRM (Customer Relationship Management) system, the place where your organization stores contact and account information. You can have the record appear on its own at a point you choose during the call, or you can leave that off and open the record yourself when you need it. This page walks through both options.

:::note
Call popup only works for callers who already exist as a contact in Dynamics 365. A call from a number that is not saved in the CRM will not trigger a popup, because there is no record to show.
:::

## Configure call popup

1. Sign in to the Cloud Voice App for Dynamics 365 plugin, then click the preferences icon ![Preferences](/images/pbx/preferences.png).
2. Open the **Dynamics Integration** tab.
3. Choose how you want the contact record to open:

   **Open it automatically**

   To have the CRM contact page appear on its own for inbound calls:

   ![Automatic call popup settings with a trigger event selected](/images/pbx/set-auto-call-popup.png)

   1. Select the **Automatic Call Popup** checkbox.
   2. From the **Trigger Event** drop-down, pick the point in the call when the record should open:
      - **Ringing**: opens as soon as an inbound call from a CRM contact starts ringing.
      - **Answered**: opens once you answer an inbound call from a CRM contact.
      - **Call End**: opens after you hang up with a CRM contact.

   :::tip
   Choose **Ringing** if you want to see who is calling before you decide to answer. Choose **Call End** if you would rather keep the screen clear during the call and only review or update the record once the call is over.
   :::

   **Open it manually**

   Leave the **Automatic Call Popup** checkbox cleared if you would rather pull up the record yourself during the call.

4. Click **Save**.

:::caution
The popup settings apply only after you click **Save**. If you switch tabs or close the preferences window without saving, your changes are lost and the previous behavior stays in effect.
:::

## What happens next

If automatic call popup is on, the moment your chosen trigger event occurs on an inbound call from a CRM contact, that contact's details open in the Dynamics 365 interface so you can see who is calling.

![A CRM contact record opened automatically in Dynamics 365 during a call](/images/pbx/auto-call-popup.png)

If automatic call popup is off, click the contacts icon ![View contacts](/images/pbx/view-dynamics-contacts.png) on the call window at any time during a call with a CRM contact to open their details.

![A CRM contact record opened manually from the call window](/images/pbx/manual-call-popup.png)