Microsoft Dynamics 365

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Microsoft Dynamics 365

Shape the future of your business with seamless Microsoft Dynamics 365 integration. Enhance your operations, streamline processes, and achieve outstanding success with this powerful solution.

Shape the future of your business with seamless Microsoft Dynamics 365 integration. More>>

Click-to-Call

By integrating KrispCall with Microsoft Dynamics 365, the calling process becomes much smoother thanks to the click-to-call feature. Your team can easily initiate calls from the Microsoft Dynamics 365 dashboard with a single click. This eliminates the need for manual dialing or switching between applications and tabs, allowing your sales and support teams to focus on their tasks.

Moreover, during the calls, agents have access to all the phone system features. They can conveniently add notes to keep track of each conversation. This integrated approach equips your agents with the tools to promptly address customer inquiries while staying organized in their communications.

Click-to-Call MS Dynamics
Two-way Contact Syncing ms dynamics

Two-way Contact Syncing

Another valuable feature of this integration is the two-way contact syncing between KrispCall and Microsoft Dynamics 365. This bi-directional synchronization ensures that your contact data remains consistent and up to date across both systems. Any changes made to contact information in KrispCall will automatically be reflected in Microsoft Dynamics 365 and vice versa.

With two-way contact syncing, your business tools always have the current contact information, which is crucial for maintaining good customer relationships and making better decisions.

Automatic Chat and Call Logging

Integrating KrispCall with Microsoft Dynamics 365 offers a feature that automatically logs chats and calls. This feature ensures that all interactions, such as phone calls, SMS messages, voice messages, and recorded calls, are seamlessly recorded within the respective contact’s information in Microsoft Dynamics 365.

This detailed call history gives you the ability to review past interactions, track customer communication, and monitor the progress of deals or support cases. Additionally, this automation saves time for the sales team by eliminating the need to manually record call data and notes.

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Instant Caller Identification ms dynamics

Instant Caller Identification

Another impressive feature of this integration is the instant caller identification feature. When a call comes in, users can quickly access all information about the caller due to two-way synchronized contact details between KrispCall and Microsoft Dynamics 365, along with automatic call logging.

This immediate access to customer details not only speeds up call handling but also empowers your team to address customer needs quickly.

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Benefits of Integrating KrispCall with Microsoft Dynamics 365 CRM

Get the following benefits by integrating KrispCall with Microsoft Dynamics 365 CRM.

1. Helps in faster onboarding of new team members: New agents can quickly access e­ssential customer data, call history, and other information they need directly in Microsoft Dynamics 365 CRM through KrispCall and Microsoft Dynamic 365 integration.

2. Improve customer experience: With this integration, agents will have real-time access to all the information they need during calls to provide personalized support. A recording is also saved for service improvement and performance reviews.

3. Automate repetitive tasks: KrispCall and Microsoft Dynamics 365 integration automate tasks like call data entry and lead creation, which directly help to reduce the workload for agents.

4. No app switching: Integrating KrispCall with Microsoft Dynamics 365 enables agents to work from within a single environment without the hassle of switching between apps and tabs. This streamlines their workflow.

5. Easy access to real-time customer data: The automatic call logging and contact syncing features ensure that both Microsoft Dynamics 365 CRM system and KrispCall have the latest customer details.