Powerful Microsoft Dynamics CRM telephony integration

The key benefits of Dynamics CRM telephony integration

Seamless contact sync between your CRM and Phone system

Your team’s productivity can take a hit when they are constantly switching tabs searching for contact information. With Freshcaller, your CRM data is automatically synced into your phone system and you have all the information before you pick up the phone.

Contact information from Microsoft Dynamics CRM is automatically synced into Freshcaller
Create leads from within Freshcaller and it’ll be reflected in your CRM
View lead details and related lead records without having to switch tabs while on a call

Engage in contextual conversations

Personalized conversations are the best way to truly delight your customers and show that you really care. In order to have personalized conversations, your team needs access to a caller’s complete conversation history.

With Freshcaller you can:

Listen to previous call recordings and configure call recording as per your compliance requirements.
Take detailed notes after each conversation. Notes are appended to the customer’s conversation history.
Utilize call disposition codes to tag calls and provide visibility to your entire team.

Microsoft Dynamics CRM telephony integration

Experience a powerful phone system integration

Along with your CRM, a powerful phone system is necessary to be able to engage customers effectively. Freshcaller operates on the cloud giving your teams great flexibility and access to powerful features.

Freshcaller offers an intuitive interface and a low learning curve. Bring your team and start calling in hours.
Provide flexibility to your teams to make and take calls on the go with the Freshcaller mobile app.
Powerful call routing engine that ensures you don’t miss any of your important calls.

How to integrate Microsoft Dynamics CRM with Freshcaller?

Integrating Dynamics CRM with Freshcaller is quick and easy. It is required that you have an active Dynamics CRM account to be able to integrate it with Freshcaller. Once you sign up for Freshcaller you will have access to different applications listed on the marketplace. Under the ‘CRM, Sales and Marketing’ category select Dynamics CRM and click install. You would be asked to provide authorization credentials for your Dynamics CRM account. After successful authorization, you can customize the contact fields that you would like to be displayed within Freshcaller. You can visit our marketplace page for complete instructions on how to integrate Dynamics CRM with Freshcaller.