Telephone Integration: Phone connected to Dynamics

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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’ start 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).