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Dynamics Telephony Designed for Dynamics 365

"It helps our staff focus on the customer and removes post call administration tasks."

- Project Manager – Golden Charter Ltd.


 
  • Auto-lookup of customer in Dynamics 365 before you answer call
  • Telephone controls embedded in Dynamics 365 (answer, transfer, etc.)
  • Dial contacts directly from Dynamics 365 with a single click 
  • Full interaction history logged in Dynamics 365
  • Telephone statistics unified with CRM data in Dynamics 365
  • Incoming calls blended with Omnichannel
  • Call outcome buttons automatically schedules follow-up activity
  • All statistics available in Dynamics 365 dashboards and reports

4 drivers towards smarter, faster, smoother Sales & Customer Service in Dynamics 365

Time Savings
Personalized Service

Automatic look up before the call is answered saves time on every call.
Hold shorter, more concise calls while delivering a personalised customer experience.

Unified User Interface
Improved Customer Service

Having the right information at your finger tips improves first call resolution time.

Having immediate access to call recording history directly from Dynamics 365 reduces the need for agents to switch between multiple applications to access key business functionalities.


Outbound Campaign Dialer > Read more.

Get full telephony integration, and a Sales Dialer, on any version of Dynamics CRM,
and ANY phone system (online or on premises).



Benefits of Dynamics Telephony will be felt throughout your organization

Agents

Single user interface for telephony and CRM.

Time saved on every call.

Less battling with CRM - more time supporting or selling

Supervisors

Realtime dashboard of agents in CRM.

Agent management in CRM

Sales Dialer campaign management in CRM

Management

Full telephony data in CRM for analytics.

For inbound, save time on every call.

For outbound, 30% savings on staffing of campaigns.

IT

IT will love the centralized admin and simple install options.

Comprehensive support offerings, including via local premium Microsoft Partners

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