Microsoft Dynamics 365 + CloudTalk

CRM workflows should work for you, not against you. Cloudtalk’s integration with Microsoft Dynamic 365 provides an overview of all your contact information, allowing your sales and customer support reps to lead meaningful phone conversations.

Ensure quality service via smooth VoIP connections.

Keep all your customer interactions safe, logged in a single platform.

See all caller’s information even before picking up the call.

Get an access to features that save your time, like calling by a single click.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud-based business applications platform designed to combine everything great about CRMs, ERPs, productivity tools and AI tools.

In other words, Microsoft Dynamics 365 helps your team work more efficiently.

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Benefits

Deliver a Personalized Experience

The CloudTalk + Microsoft Dynamics integration unlocks a whole new level of personalization. Recorded greetings and Preferred Agent selection can make your customers feel as though their unique needs are being met — and set your company apart as a result.

Make manual entry a thing of the past

Simplifying workflows means saving people time and countless headaches. Your team will appreciate the ability to log call information in real-time and set triggers for the creation of leads, contacts, or accounts. Contacts and cases are automatically created in Microsoft, saving you the hassle of switching between apps to log calls.

See all caller information before answering the phone

Providing your customers with immediately personalized service has never been easier. The second your phone rings, CloudTalk shows you the caller’s name, the company for which they work, and the entire contact history. And linking to Microsoft Dynamics 365 only takes a single click.

Simplify Agent Workflows

Why not make your agents’ day-to-day work more manageable with the CloudTalk + Microsoft Dynamic integration? This integration gives you access to time-saving features like Click to Call, which does away with manual dialing by letting agents initiate calls with a single click.

CloudTalk + Microsoft Dynamics 365 = Success

Both CloudTalk and Microsoft Dynamics 365 are market front-runners in their respective categories. By combining CloudTalk’s comprehensive call center software with Microsoft Dynamics 365’s top-of-the-line CRM system, you can ensure your customers receive quality service via smooth VoIP connections and all your interactions stay logged.

All you need to do is add the integration into your CloudTalk account.

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How to Setup
CloudTalk + Microsoft Dynamics 365 Integration

#01

Make sure you’re on an Essential, Expert, or Custom CloudTalk plan

#02

Go to the CloudTalk Dashboard

#03

Go to Account > Integrations

#04

In the Integration section, find Microsoft Dynamics 365 and click + Add

#05

In the Workflow Settings section, click New Authentication

#06

Finally, click on the Save button to activate the integration

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“I have no complaints about the service, the calls are high quality and the feature to call colleagues is very nice.”

Martha G.
G2

FAQs

What is the Microsoft Dynamics phone integration, and how does it work?

The Microsoft Dynamics phone integration is a customer relationship management (CRM) software that helps businesses manage their customer database, engage with their customers, generate new leads, and resolve customer problems. CRM solutions like this one enable agents and marketers to streamline their automated call workflows, increase productivity, and track and monitor their customers through the whole customer journey.

How does the Dynamics + Cloudtalk phone integration work, and what are its benefits?

CRM workflows should work for you, not against you. Cloudtalk’s integration with Microsoft Dynamic 365 provides an overview of all your contact information, allowing your sales and customer support reps to lead meaningful phone conversations.

The Microsoft Dynamic 365 and CloudTalk integration can provide several benefits, namely:

1. Access all customer information before picking up the phone with Real-time Customer Card
2. Automate your internal processes with Click to Call and automatic 2-way synchronization.
3. Use a simple user interface