The CloudCTI integration with Microsoft Dynamics 365 is fully embedded; no local software is required. CloudCTI offers an extensive integration with the telephony environment.
Summary
With the Microsoft Dynamics 365 integration, the caller is recognized by the phone number sent and the caller's details are shown in Microsoft Dynamics 365. Various actions can be automated. Calls can be set up directly from Microsoft Dynamics 365, entering phone numbers manually is no longer necessary. Calls are automatically registered in Microsoft Dynamics 365.
Features
• Set up a call automatically (click-to-call) with a mouse click or hot key.
• With one mouse click the caller’s record from Microsoft Dynamics 365 pops up and provides real time info.
• Automatically record calls in the activity history of the caller's file in Microsoft Dynamics 365.
• Click-to-call: automatically set up a call by clicking on the number in the phone number fields of a contact or an account
• Recognition of the caller and displaying the name of the contact or account in MS Dynamics 365
• Screen pop function (freely selectable: same tab or dialog, automatic/manual)
• Automatically open a new contact form for contacts or accounts where the phone number is automatically filled in
• Automatically save call activity in MS Dynamics 365 call activity history with the ability to add notes.
Technical
The integration is installed and provisioned from within Microsoft Dynamics 365, see the manual for more info.
Compatibility
CloudCTI is a fully cloud-based software and therefore deployable anywhere and easy to implement. Windows, MacOS and Chromebook (web client) are supported. Data is only cached and the highest security requirements are met.
