Integration to Dynamics 365 CRM (messaging)

Integration to Dynamics 365 CRM

Integration by CallSights

Integration to Dynamics 365 CRM

Integration to Microsoft Dynamics 365 CRM including: • Dialing from Dynamics 365 • Searching and popping Dynamics 365 contacts during calls

Integration to Microsoft Dynamics 365 CRM including: • Dialing from Dynamics 365 • Searching and popping Dynamics 365 contacts during calls
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Integration by CallSights

Enhance your work with Dynamics 365 CRM by linking it to Webex. Simplifies common tasks including:

  • Click-to-call: make calls straight from Dynamics 365 by clicking on the hyperlinked telephone numbers.
  • Address Book: Search and dial from your Dynamics 365 contacts using a simple Address Book tool even when Dynamics 365 is open.
  • Screen popping: Go straight to the caller's record in Dynamics 365 with a single click while on a call with them (or from the Call History window).
  • Automatic or manual call logging: Create activity records in Dynamics 365.
  • Add new contact: Easily create new accounts, contacts or leads while on a call with them.
  • Integration with Outlook and Google (requires Plus license).

To use Integration to Dynamics 365 CRM, you need an active, paid Webex account, a Dynamics CRM account and a CallSights subscription.

For more information on pricing and subscription options, please go to https://www.callsights.com/pricing.

To get started, please contact us at help@callsights.com.

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Enhance your work with Dynamics 365 CRM by linking it to Webex. Simplifies common tasks including:

  • Click-to-call: make calls straight from Dynamics 365 by clicking on the hyperlinked telephone numbers.
  • Address Book: Search and dial from your Dynamics 365 contacts using a simple Address Book tool even when Dynamics 365 is open.
  • Screen popping: Go straight to the caller's record in Dynamics 365 with a single click while on a call with them (or from the Call History window).
  • Automatic or manual call logging: Create activity records in Dynamics 365.
  • Add new contact: Easily create new accounts, contacts or leads while on a call with them.
  • Integration with Outlook and Google (requires Plus license).

To use Integration to Dynamics 365 CRM, you need an active, paid Webex account, a Dynamics CRM account and a CallSights subscription.

For more information on pricing and subscription options, please go to https://www.callsights.com/pricing.

To get started, please contact us at help@callsights.com.