Introducing the KrispCall MS Dynamics Integration

  • Last Updated: 26 Mar 24
  • 8 min read
Introducing the KrispCall MS Dynamics Integration

Are you tired of switching between your phone system and Microsoft Dynamics 365 all day long? 🥱 Or do you ever miss essential information because it’s scattered across various platforms? 

No problem, we feel you 😐. That’s why KrispCall is thrilled to announce the KrispCall MS Dynamics integrations designed to streamline your workflow and boost your productivity. 

MS Dynamics integrations help you to synchronize data effortlessly, enhance call experience, and improve customer service. Besides that, there are several advantages that you can gain from MS Dynamics integrations. 

In this guide, we will discuss what MS Dynamics 365 is, how the KrispCall MS Dynamics integration works, the benefits of integrating, and many more. Let’s dive deep into the information!

What is MS Dynamics 365?

MS or Microsoft Dynamics is a cloud-based suite of business applications created by Microsoft to help businesses. These applications are specifically designed to assist organizations in various functions such as sales, marketing, customer service, management, finance, and supply chain management.  

These modular applications can be interconnected with existing tools and systems that help businesses enhance capabilities and build a comprehensive business solution. 

Furthermore, Dynamics 365 leverages data connectivity, enabling different business functions to work together seamlessly. Besides that, it generates valuable insights that can be further enhanced with AI for improved outcomes in sales, revenue, and customer experience. 

In addition to integrating with existing tools, the platform also integrates with emerging technologies such as loT to drive information and operation efficiency. Its unified platform for CRM and ERP functionalities enables businesses to engage with customers effectively, optimize operations, and create innovative products.

What are the benefits of Integrating MS Dynamics with KrispCall?

The integration of KrispCall with MS Dynamics has several benefits for businesses that are seeking to improve their customer experience and streamline communication processes. With the combination of two powerful communication capabilities of KrispCall and the extensive CRM offerings of Dynamics 365, businesses can unlock various benefits:

These are the four key advantages of integrating MS Dynamics with KrispCall 👇: 

Faster onboarding of New Team Members

News team members can instantly access essential customer data such as call history and other information within Microsoft 365 CRM through KrispCall integration. This helps to streamline the onboarding process, shortening the learning process and enabling them to be more productive. 

Improved customer interactions

With the integration of MS Dynamics with KrispCall, sales reps can make and receive calls directly from Dynamics 365. Further, they can also view contact information during calls and access call history seamlessly. This allows sales reps to know more about customers, enabling them to provide personalized and contextual conversations with customers. It enhances overall customer interactions and satisfaction.

Efficient Call Management and Logging

Through the KrispCall integration with Microsoft Dynamics 365, all call details, including voicemails and call notes, are automatically logged into the CRM interface. This automation allows businesses to save time, eliminating manual data entry. Moreover, it streamlines the call management process and improves data accuracy.

Automation of repetitive tasks

This integration helps businesses to automate various tasks such as call data entry and lead creation. The automation of these mundane, repetitive, and time-consuming tasks will significantly reduce the workload of sales reps, enabling them to focus more on strategic and value-added activities. 

How to Get Started with the MS Dynamics 365 Integration?

Imagine a world where your phone system and Microsoft Dynamics 365 work in perfect harmony, effortlessly syncing data, streamlining workflows, and enhancing your customer experience. Well, with the KrispCall MS Dynamics Integration, that world is no longer a fantasy; it’s a reality waiting to be unlocked.

Just follow the simple steps below to integrate Microsoft Dynamics 365 with KrispCall and free from the chains of inefficiency:

  1. Log in to your KrispCall account, navigate to Settings, and then click on Integrations.
  2. Explore multiple business tools and CRM software, you can integrate with KrispCall.
  3. Click Connect under MS Dynamics 365.
  4. After that, a new pop-up window asks you to enter the URL of the Microsoft Dynamics 365 account you want to integrate with KrispCall.
  5. To get the URL, log in to your Microsoft Dynamics 365 account and copy the URL.
  6. Then, Paste the Microsoft Dynamics 365 URL and click the next button. 
  7. After that, click on the submit button, which will redirect you to Microsoft Dynamics 365 connection page.
  8. Select your Microsoft Dynamics 365 account and accept all the integrations. 
  9. Upon successful integration, a confirmation message (Your Microsoft Dynamics Integration has been installed) will be displayed.
  10. Then, you can use the KrispCall feature on Microsoft Dynamics 365 and vice versa. 

👉For a more detailed integration guide, check out: How to Integrate Your MS Dynamics 365 Account with KrispCall.

What can I do with KrispCall & MS Dynamics 365 Integration?

The integration of KrispCall with Microsoft Dynamics 365 offers multiple functionalities. With the combination of these two powerful platforms, users can enhance communication, streamline workflows, and improve customer interactions.

Here are the four primary points that users can use with KrispCall and MS Dynamics 365 Integration 👇. 

Sync your contacts with Dynamics 365 and KrispCall 

KrispCall integration with Dynamics 365 offers two-way contact syncing. This allows you to ensure that all customer information is up-to-date and readily accessible during calls. Further, it also eliminates adding or updating contacts on both platforms. Once you add or update a contact in one platform, then it will automatically update on another platform

Facilitates communication with a click-to-call feature 

Business sales reps can easily initiate calls to customers directly from Microsft Dynamics 365 CRM with the Click to Call feature. It simplifies the calling process and enables quick and convenient communication with customers. 

Display caller ID of Incoming calls 

The integration offers instant caller identification, enabling sales reps to have relevant information such as previous interactions, responses, and call history before answering a call. It helps them to enable personalized interactions and enhance customer service. 

Automatically track your calls and chat details

With the KrispCall and Microsoft Dynamics 365 integration, businesses can automatically automate logged-in call details, including voicemails, call notes, and chat transcripts. This will help businesses to ensure accurate record-keeping and facilitate better follow-up actions. 

What are the use cases of KrispCall MS Dynamics 365 Integration?

KrispCall MS Dynamics 365 integration can be used across various scenarios, such as to enhance communication and manage relationships with customers. Further, here are some potential use cases:

Sales Team

The integration of KrispCall and Microsoft Dynamics 365 enables the sales team to access all customer data seamlessly in the Microsoft Dynamics 365 CRM interface. It helps businesses to streamline lead monitoring and progress tracking. Even more, sales reps can view lead information that helps to deliver personalized customer service, foster stronger customer relationships, and close more deals. 

Marketing Team

The integration of KrispCall with Microsoft Dynamics 365 has made the cold calling process easier. Before initiating a call, sales reps can look out for the customer information and simply click to call from within MS Dynamics 365. As a result, it leads to higher conversion rates. Moreover, this integration helps the marketing team to track campaign effectiveness. 

Remote Team

Integrating KrispCall with Microsoft Dynamics 365 helps businesses enhance communication, collaboration, and efficiency for remote teams simply by providing access to client details within Microsoft Dynamics 365. Furthermore, this integration eliminates the need to switch between multiple applications, streamlining workflow.

What is the pricing of KrispCall MS Dynamics 365 Integration?

KrispCall offers three affordable subscription plans that include Microsoft Dynamics 365 integration – Essential, Standard, and Enterprise plans. 

These three plans include an MS Dynamics 365 integration feature.

PlansPricing MS Dynamics IntegrationSuitable for
Essential $15 /month per userSmall businesses, Startups, and freelancers
Standard$40 /month per userMid-size businesses & Call Centers
EnterpriseContact Sales TeamLarger businesses 

Conclusion

The sales team had to juggle between the phone system and CRM to get customer information previously. But these days are over now. 

The KrispCall MS Dynamics integrations swoop in to transform your calling experience and supercharge your sales productivity. With this integration, no more switching between applications, no more manually entering data, and no more missing out on crucial information. 

The KrispCall MS Dynamics 365 integration acts as your seamless communication partner, enabling the sales team to focus on building relationships and driving sales success. Ready to ditch the multi-platform madness and experience the power of unified communication? 🤔 Visit the KrispCall website to learn more and unlock the potential of the KrispCall MS Dynamics Integration.

Arun Chaudhary

Arun is SEO Analyst at KrispCall. He has written in extensively in the field of cloud telephony and call center solutions.

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