ISV Add-On Product Information
TelephoneIntegration: Connect your phone to Dynamics 365
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TelephoneIntegration: Connect your phone to Dynamics 365 |
Product Verticals: All Industries
Business Processes: Customer Management, Customer Service, Lead Tracking
Business Processes: Customer Management, Customer Service, Lead Tracking
Connect your phone to Dynamics 365 to get Click-2-Dial, Caller-recognition, Screen-Pops and more
Whether it's about having all calls tracked in Microsoft Dynamics 365 or just about making dialing out of Dynamics 365 easier - There is a lot of value in having your phone system connected to your Dynamics 365 environment.
Capture and track phone calls
- Caller Recognition: Display information about the caller when receiving calls
- Screen Pops: Automatically open records or new activities
- Auto creation of Dynamic 365 records: Create new records or activities on incoming calls
Simplify dialing
- Click-2-Dial support for phone numbers and via the command bar
- ‘Dialing from related records’ starts calls from e.g. opportunities or cases related to your contacts
Additional features
- Call statistics inside Dynamics 365: Analyze your calls based on Dynamics 365 dashboards
- The Power-Dialer: Based on campaign activities, the Power-Dialer enables semi-automated call queues
- Supports Unified Service Desk (USD): Full integration into USD
Supported phone systems
- SIP Client (connect via VoIP thanks to our built-in SIP Client wrapper)
- TAPI driver enabled phone systems like Cisco, Alcatel, Siemens and many more
- Skype for Business
- RingCentral
- Interactive Intelligence
- ...
Test the compatibility of your phone system
It is recommended to first test the compatibility of your phone system with the Phone Test Tool (Please find more information under Details + support above).
You´re not a TelephoneIntegration user yet? Don´t worry -!
All features and support included! No payment is required!
