Enhance your team’s effectiveness by combining CRM system and communications on a single platform.

Customer relationship management is a key for any business, small or big. CRM systems help in streamlining processes and increasing profitability for your sales, marketing, and support teams. Given majority of customer interactions happen over the phone, how about integrating communications with your CRM software? The 8x8 integration for Dynamics 365 offers enhanced experience while embedding communications onto CRM software without losing features of the individual products.

Key features of integrating communications with Microsoft Dynamics 365 include:

Click-to-dial: Place a call by clicking on any contact within Dynamics CRM record improving efficiency.
Easy call management: Make, take and transfer calls without toggling between the windows.
Personalized customer experience: Window pop-ups with single match caller details to understand the purpose of the call before even connecting.
Auto logging: Call and chat logs after every interaction added to the Dynamics CRM record.
Integrated search: One tab to search leads, opportunities, contacts, cases, and organizations.

8x8 Integration for Microsoft Dynamics 365

Видавець: 8x8, Inc