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Microsoft Dynamics Integration

Elevate customer experiences, boost agent productivity, and drive business growth by connecting your call center directly with Microsoft Dynamics 365.

Why Integrate Your Call Center with Microsoft Dynamics?

Transform customer interactions and operational efficiency with a unified platform

Unified Customer View

Unified Customer View

Provide agents with a complete 360° view of customer information from Dynamics 365 during calls, eliminating the need to switch between systems.

Intelligent Dialing

Intelligent Dialing

Enable one-click calling directly from Dynamics 365 contacts, accounts, and opportunities, increasing agent productivity and accuracy.

Automated Activity Logging

Automated Activity Logging

Automatically capture call details, notes, and outcomes in Dynamics 365, ensuring comprehensive interaction history without manual entry.

Power Automate Integration

Power Automate Integration

Leverage Microsoft Power Automate to create custom workflows that connect call events with business processes in Dynamics 365.

Power BI Analytics

Power BI Analytics

Combine call center metrics with Dynamics 365 data in Power BI for comprehensive business intelligence and actionable insights.

Enterprise Security

Enterprise Security

Maintain data security and compliance with Microsoft's enterprise-grade security framework and role-based access controls.

Seamless Agent Experience

Empower your agents with a unified desktop that brings together call controls and Microsoft Dynamics data.

  • Access complete customer history during calls
  • Update Dynamics records in real-time
  • Initiate calls directly from Dynamics contacts
  • Automatic activity logging and notes
  • Contextual guidance based on customer data
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Microsoft Dynamics

Measurable Results

Our customers see significant improvements after implementing our Microsoft Dynamics integration

42%

Reduced Handle Time

Faster resolution with all customer information in one place.

50%

Improved First Call Resolution

Better equipped agents resolve issues without callbacks.

35%

Increased CSAT

Higher customer satisfaction through personalized service.

28%

Higher Conversion Rate

More successful upsells with complete customer context.

Microsoft Dynamics Integration Features

Everything you need to connect your call center with Microsoft Dynamics 365

Smart Screen Pop

Automatically display relevant Dynamics 365 records when a call comes in, including contacts, accounts, cases, and opportunities.

  • Intelligent caller identification and matching
  • Customizable screen pop templates
  • Support for custom entities and relationships

Call Controls

Make calls directly from Dynamics 365 records and control calls without leaving the CRM interface.

  • One-click dialing from any phone field
  • Call transfer, hold, and conference capabilities
  • Call disposition and outcome tracking

Automatic Activity Recording

Capture complete call details in Dynamics 365 without manual entry, ensuring accurate customer interaction history.

  • Call duration, direction, and outcome tracking
  • Automatic activity creation and assignment
  • Call recording links for quality assurance

Security & Compliance

Maintain the highest standards of data security and regulatory compliance with Microsoft's enterprise security framework.

  • Azure Active Directory integration
  • Role-based access controls
  • Compliance with industry regulations

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Transform how your agents work and deliver exceptional customer experiences.

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