Evolve IP’s world-class hosted IP Phone System is the enterprise voice solution for users of MS Dynamics. Deliver the true value of unified communications by bringing together hosted Unified Communications (UC) and the Microsoft Office 365 CRM solution- Dynamics. The MS Dynamics integration provides a screen-pop with seamless contact information lookup, and automated call logging directly into your Dynamics account.
Integration between Evolve IP hosted voice services and MS Dynamics ensures dramatic productivity gains. The seamless integration provides easy-to-use experiences for end users with click-to-dial leads and contact, automated call logging in the history records, contact lookups with screen pops, auto-task creation, and much more.
Why Evolve IP Dynamics Integration?
Remote and mobile users
Remote and mobile users will have calls automatically recorded into Dynamics when utilizing any soft phone on mobile devices, tablets, or laptops connected to the EvolveIP hosted phone system. Users can allow the application to record all calls directly into Dynamics, so their focus is on connecting with more clients rather than on performing manual record keeping.
- Automated call logging in the History records for both inbound and outbound calling
- Screen-pop with contact lookup based on caller ID with the ability to capture detailed notes can easily be updated and written directly into the History record
- Click-to-dial from leads, contacts, and any phone number listed inside the MS Dynamics application
- Easy linking to leads, contacts, and accounts. Click a simple pop-out button to navigate from call window to any module in Dynamics
- Auto-task creation in Dynamics
- Automated wrap-up emails with link to activity history using @name
- Call history
- Not seeing features you want? Additional packaged features available upon request.
- Achieve an integrated, multi-touch sales and marketing organization by integrating activity and logging into Dynamics modules
- Take advantage of Dynamics ticketing integrated with the Evolved Call Center
- Improve user productivity and customer satisfaction to find information in Dynamics faster with automated contact lookup
- Ensure ability for remote and mobile workers to have all calls recorded against contacts and leads
- Keep teammates and management informed with automation for seamless communication
- Easily deploy and maintain using the Google Chrome browser only
- Provide Dynamics reports as the system of record for call accounting for contacts and leads