https://catalogartifact.azureedge.net/publicartifacts/ventoo.vto-phonelookup-1cb1f4b1-ef7e-4a84-b003-6bbdab6c27a7/c469eed2-928c-42b5-96f9-88bba430417c_VentooPhoneLookupLogoGross.png

Ventoo Phone Lookup for Business Central

di Ventoo

Instantly identify incoming callers and view their full document history in Business Central.

Ventoo Phone Lookup for Business Central lets your team instantly identify who is calling —
before or during a conversation — without any manual search.

When a call comes in, your telephony system (CTI or softphone) passes the caller's number
directly to Business Central via a link. The extension automatically finds the matching
customer, vendor, or contact and opens their record in one click. No typing required.

KEY FEATURES

▸ Automatic caller identification
Open a link from your phone system and Business Central instantly finds the matching
customer, vendor, or contact — no manual input needed.

▸ Full document history at a glance
View open quotes, orders, invoices, credit memos, and payment reminders for the caller
in a structured, collapsible tree view — organised by document type with totals.

▸ Phone number normalization
Numbers are automatically converted to a standardized international format (+CC#####)
at save time and at search time, ensuring reliable matching regardless of how a number
was originally entered.

▸ Smart fallback matching
If no exact match is found, the extension suggests similar numbers as possible matches
so you never miss a caller.

▸ Multi-company search
Search across multiple Business Central companies simultaneously. Results show which
company the record belongs to, with direct navigation to the correct company.

▸ Configurable visibility
Control which entity types (customers, vendors, contacts) and document types appear in
results. Restrict document history to the last 7, 14, 30, 60, or 90 days.

▸ Multi-language support
Available in English, German (DE/CH), French, Spanish, Italian, and Portuguese.

HOW IT WORKS

1. A call comes in — your phone system generates a link containing the caller's number.
2. The employee opens the link — Business Central opens automatically.
3. The match is found — the customer or vendor card opens directly (single match),
or a results list is shown (multiple matches).
4. Full context is available — document history is displayed instantly in a tree view.

REQUIREMENTS

Microsoft Dynamics 365 Business Central version 26.0 or higher.
A telephony system (CTI integration or softphone) capable of generating Business Central
deep links with a phone number filter parameter.

In uno sguardo

https://catalogartifact.azureedge.net/publicartifacts/ventoo.vto-phonelookup-1cb1f4b1-ef7e-4a84-b003-6bbdab6c27a7/79d80c6f-f666-4d8a-be20-c5ee0649e6e4_VentooPhoneLookUp.png
https://catalogartifact.azureedge.net/publicartifacts/ventoo.vto-phonelookup-1cb1f4b1-ef7e-4a84-b003-6bbdab6c27a7/787f9700-af0b-4790-90bd-d859d7f8cbb2_VentooPhoneLookUp2.png
https://catalogartifact.azureedge.net/publicartifacts/ventoo.vto-phonelookup-1cb1f4b1-ef7e-4a84-b003-6bbdab6c27a7/ec12d106-6ea3-4ef7-8cdb-06d043dee192_VentooPhoneLookUp3.png