Microsoft Dynamics CRM 4.0 provides numerous features and functionality right out-of-the-box to help you automate your sales, marketing and service operations. However, there is always room for improvement and ISV or third party partners provide those enhancements.
Recently, when browsing DynamicsDownloads, I found MSCRM-AddOns’ Telephone Integration for MS CRM 4.0 which detects incoming calls and has a pop-up window displaying details. DynamicsDownloads is a new online marketplace where Microsoft Dynamics End Users, Partners, Consultants and ISV’s can sell, buy and download Add-On Solutions. Test it out for 90 days for free by registering here.
Logging phone activities can be somewhat cumbersome when using Dynamics CRM without an add-on. The Telephone Integration Add-On allows you to track incoming and outgoing calls within CRM. It shows the name, number, email and the regarding entry is opened automatically. The best part: it automatically logs the activity for both incoming and outgoing calls saving your sales representatives lots of time! If the caller is unknown a new contact or account can be created. Two interfaces are available to connect your phone system with CRM: Direct Connection via TAPI, OCS or Skype.
LiiD is an app that tracks all calls and emails automatically to CRM. It gives you the info on inbound/outbound emails, answered/unanswered calls, who made the call and to whom, how long the call lasted. You can also make the customer visits and meetings to be logged to CRM through the app.
This crm phone integration looks like a good device to use. That would be great if all telecommunication centers would invest in these, it would make being on the phone all day a lot easier.
Comments are closed.
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
LiiD is an app that tracks all calls and emails automatically to CRM. It gives you the info on inbound/outbound emails, answered/unanswered calls, who made the call and to whom, how long the call lasted. You can also make the customer visits and meetings to be logged to CRM through the app.
Thiscrm phone integration looks like a good device to use. That would be great if all telecommunication centers would invest in these, it would make being on the phone all day a lot easier.