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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).

Telephone Integration: Phone connected to Dynamics

avtor: mscrm-addons.com ( PTM EDV Systeme )