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VirtualPBX + Microsoft Dynamics CRM Integration

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

Better Team Communication with Seamless Integration and Reports

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 screenpops 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
  • Dialpad with call history and missed calls
  • Direct links to contacts in Microsoft Dynamics right from your dialpad
  • Listen to call recordings from your call history menu
  • Review all recorded call activities

Get Started today with a free CRM Integration Consultation

Ready to take advantage of this integration? VirtualPBX team members are standing by! Use this calendar to schedule a free demo and consultation with us. All of our plans include 24/7 support and even more features to help make your business better.