Dynamics 365: Call Pop in the Velaro Chat Panel

The Velaro Chat Panel control on a Dynamics form shows the agent's live call (Zoom Phone or any Velaro voice line): who is calling, the matching Dynamics record with an Open Record button, and a clear message when no record matches. It uses the same Connect to Velaro sign-in as the chat history.

Turn it off for one form with the control's Show Call Pop property set to Hide. Use org default means on. Only the signed-in agent's own calls appear. When the Dynamics login email differs from the agent's Velaro email, an admin links it once under Users > (agent) > CRM logins; until then the panel says the login is not linked instead of staying blank. Calls Velaro logs to Dynamics as Phone Call activities (sites with Push transcripts on) are owned by that agent's Dynamics user. Requires version 1.2.0 of the control and the Velaro call-pop feature on the site.