Objective
Design and implement a Call Management API that orchestrates call creation, routing, and automatic transcription, exposing secure and auditable endpoints.
Scope
- Creation and update of calls in Dataverse.
- Routing to queues/teams based on rules (priority, schedule, skills).
- Transcription via Speech-to-Text service (Azure Speech) and attaching the text to the record.
- Events and webhooks for CRM/ITSM integration.
Architecture
- Power Platform + Dataverse as the record system.
- Azure Functions/API as the integration layer.
- Power Automate for business flows and notifications.
- Azure Speech for transcription.
- Monitoring with Application Insights.
Security and Governance
- Authentication with Azure AD, roles in Dataverse, audit logging, and retention policies.
Expected Outcomes
- Reduced routing time.
- Unified call records with searchable transcription.
- Facilitates analytics (Power BI) and quality management.
Deliverables
- Documented API (OpenAPI), Power Automate flows, Dataverse solutions (managed), monitoring dashboards.