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Integrator

Microsoft Dynamics CRM

Integration with Microsoft Dynamics CRM allows users to search the Accounts, Contacts and Leads tables for the caller's details. When found, the caller's contact details can quickly be shown on the screen.

Watch the video to see this being demonstrated.
Xchange for Samsung allows users to integrate with Microsoft Dynamics CRM contacts. When configured, dialing is performed from within Microsoft Dynamics CRM by either clicking on the enabled hyperlinks, or pressing the dial button next to the editable phone fields.

When on a call, if the called or calling party's details are in the Microsoft Dynamics CRM contact database then this will be detected and a MS CRM button will be shown. When pressed, the associated contact record will appear.

Using the Address book, the Microsoft Dynamics CRM contact database will also be searched and the results displayed. Users can then select a contact and access the record or dial directly using the mouse.

Finally, the Call History window includes the contact details from Microsoft Dynamics CRM and can also be used to show the contact or dial them directly.

For more information regarding your version of Dynamics CRM, click on the related link below (link opens in a new page):