Available on Business Phone Pro, Ultra, and Contact Center plans.
The VirtualPBX + Microsoft Dynamics CRM Integration has been built to give more value from your business communications, increase productivity, and improve reporting. Employees can seamlessly make and receive calls within Microsoft Dynamics, resulting in streamlined communication and a centralized database. This integration boosts productivity by providing quick access to contact, account, and case information during your call, saving time and enabling efficient interactions. This integration also enhances your existing Microsoft Dynamics CRM reports by capturing call data, enabling businesses to generate insightful reports and make data-driven decisions.
Microsoft Dynamics CRM Integration Features
The Microsoft Dynamics CRM integration is a major productivity booster. Our development team focused this native integration around existing Microsoft Dynamics functionality for Dynamics 365 Customer Service, Dynamics 365 Sales, Dynamics 365 Project Service, and Dynamics 365 Field Service product offerings. Your fluent CRM users will be immediately productive in their new integration because it leans on its existing core aspects.
- Automatic screen pops on incoming calls with helpful caller information
- Answer calls without leaving your CRM
- Automatic creation of phone call records
- Click to call for outbound calls from contact records
- Dial pad with call history and missed calls
- Direct links to contacts in Microsoft Dynamics right from your dial pad
- Listen to call recordings from your call history menu
- Review all recorded call activities
Ready to take advantage of this integration? VirtualPBX team members are standing by! Schedule a free demo and consultation with us. All of our plans include responsive, in-house, human support and even more features to help make your business better.
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