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Dynamics 365 Telephony integration is an essential part of any business communication system.

By seamlessly integrating phone calls into your Dynamics 365 workflow, you can increase productivity, save time and improve customer experience. Dynamics 365 Telephony integration allows you to make and receive calls directly from your Dynamics 365 instance, keeping all communication organized in one place.

Contact us today to learn more about how we can help you integrate Dynamics 365 with your (any) telephone system.

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Streamline your operation with a Microsoft preferred telephony integration to Dynamics 365

BOOST PRODUCTIVITY

Empower agents to place, answer, and transfer calls from within your CRM, with added caller insights.

 

Simplify your sales and service team's workflow, reducing clicks, screens, and searches for up to 50% efficiency improvements

Pop relevant customer information at the moment of interaction for your staff on every call

Capture call statistics, callbacks, next steps, call dispositions, automated follow ups & more within Dynamics 365

Track it all from Dynamics 365, from successful call counts and agent talk time to call volume and call results.

Dial contacts directly from Dynamics 365 with a single click.

Call outcome buttons automatically schedules follow-up activity

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BENEFITS OF DYNAMICS TELEPHONY WILL BE FELT THROUGHOUT THE ORGANISATION

For the users

 

Single user interface for telephony and CRM.


Time saved on every call.


Less battling with CRM - more time supporting or selling

For Management

Full telephony data in CRM for analytics.

For inbound, save time on every call.

For outbound, 30% savings on staffing of campaigns.

For IT

IT will love the centralized admin and simple install options.

 

Quick deployment with remote online session

Comprehensive support offerings, including via local premium Microsoft Partners

Risk free free trial period

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

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OUT OF THE BOX DYNAMICS 365 INTEGRATION

Unify your telephone system and Dynamics 365 in a Single User Interface

  • Embedded call controls in Microsoft Dynamics 365, unifying the desktop for your sales & service staff

  • Simplify your sales and service team's workflow, reducing clicks, screens, and searches for up to 50% efficiency improvements

  • Pop relevant customer information at the moment of interaction for your staff on every call

  • Speed through outbound calling campaigns with the fully integrated progressive dialer

  • Capture call statistics, callbacks, next steps, call dispositions, automated follow ups & more within Dynamics 365

  • Auto-create links to call recordings in Dynamics 365 for easy access or connectivity to Microsoft Call Intelligence

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INBOUND CALL HANDLING FEATURES
PROFESSIONAL LICENCE

  • Automatic look up and screen-pop of customer details before the call is answered.

  • softphone functionality embedded in Dynamics 365 (answer, hold, transfer, conference etc)

  • Dial contacts from Dynamics 365 with a single click

  • Full call history logged in Dynamics 365.

  • A suite of power BI reports providing call statistics for management.

  • Call outcome buttons automatically schedule follow up activity (send emails, set up callback etc.)

  • Callback calendar to schedule follow up calls etc.

  • Dynamics 365 built in telephone directory, can be departmental, grouped etc.

  • Real time displays to monitor staff and telephone activity


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OUTBOUND CALL HANDLING FEATURES
TEAM LICIENCE

INCLUDES ALL INBOUND FEATURES plus

  • Speed through outbound calling campaigns with the Dynamics 365 fully integrated progressive dialer with 40% increase in contact rate.

  • Capture call statistics, callbacks, next steps, call dispositions, automated follow ups & more within Dynamics 365.

  • Auto-create links to call recordings in Dynamics 365 for easy access or connectivity to Microsoft Call Intelligence.

  • Calling lists are exported directly from Dynamics 365.

  • Unlimited call, customizable call outcomes.

  • Leave pre-recorded message in voicemail boxes.

  • Web leads can be auto fed into dialler queue.

  • Automatic rescheduling of busy and no answer numbers.

  • Configurable preview and wrap up time.

  • Callbacks can be scheduled for individual or team.

  • Campaigns can be personal or shared, prioritized list of entities (leads, opportunities etc. 

  • No Server required

ABOUT US

Reliable Telephone Company

Dynamics Telephony is a full service provider. This means we do not supply you with an App and let you go. We supply up-front consultation and advice before you plan for a deployment. We help with planning the deployment (we know all the pitfalls you might encounter).

We provide basic or deep customizations and we provide basic or deep integrations with your existing systems. We provide support for your testing, deployment and go-live phases. We supply training for your testers, IT and end-users.

And we provide ongoing support that keep Dynamics Telephony running smoothly in your business. And we continue that, with large or small changes to the system over the months and years - because we know: the only thing you can depend upon is change.

We are ready to be with you all the way for a long term successful relationship.


       Some Numbers

  • 21 years in business

  • 24x7 support, 365 days/year

  • Avg. customer: 60 seats

  • Busiest customer: 10,000 calls/hr

  • Smallest customer: 5 users

 

Our mission is simple: to provide high-quality services in a timely manner. Our team caters to each project’s specific needs to ensure excellence. We hope you’ll find what you’re looking for.

For more information or general inquiries, feel free to get in touch today.

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