Call center integration for Microsoft Dynamics
CRM workflows should work for you, not against you. The Microsoft Dynamic + CloudTalk integration provides an overview of all contacts and their information, allowing your sales and customer support reps to lead meaningful phone conversations
Microsoft Dynamics 365 integration is coming out in June 2021.
See all caller information before answering
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 takes a single click.
Make manual entry a thing of the past
Simplifying workflows means saving people time and countless headaches. Logging information about calls in real-time and setting triggers for the creation of leads, contacts or accounts will be appreciated by everyone on your team. Contacts and cases are automatically created in Microsoft, negating the hassle of switching between apps to log calls.
Setting up is a breeze
For an admin, turning on the Microsoft Dynamics + CloudTalk Integration can be done directly in the dashboard. Simple as that. No skills, hardware or extra costs required.