Microsoft Dynamics CRM integration with 3CX Phone System
Your cloud phone system and Dynamics CRM can work together seamlessly. Improve your team’s efficiency and customer service with this integration.
Your team will be able to track every call in one place thanks to our integration with Microsoft Dynamics CRM.
Customer data will be automatically synced, saving time for employees by eliminating the need to use different platforms at the same time.
If customer service is vital to business, our phone system integration will allow you to handle calls as efficiently as possible while also maximising the value of your clients’ data.
Team members will know who is calling and will be able to engage with people fast and efficiently, resulting in better service and happier customers.
Plexus Communications can set up your integration between Dynamics 365 and 3CX cloud phone system.
Contact us today on 1300 302 276, or use our contact form to request more information.
Feature Overview
We have features ready to use and easy to customise to fit your needs. We can also analyse your needs and develop a tailored solution to maximise the value of your integration.
Contact us for more information and a no-cost consultation on how integrating Dynamics CRM with your phone system can boost productivity and improve customer service.
Contact Sync
CRM contact name is automatically shown on your phone’s screen during calls.
Screen popup
Contact information from Dynamics CRM pops up automatically when receiving a call.
Click to call
Start a call directly from Dynamics by clicking on a phone number.
Call Journaling
Call details (such as time, duration, type of call) are stored automatically into Microsoft Dynamics.
Chat Journaling
Chat sessions are automatically logged into Dynamics.
Contact creation
Automatically create a contact when a call is made or received from an unknown number.
Let’s discuss your requirements and find the most suitable integration solution for your business
