Integrate 3CX Pro with Microsoft Dynamics
Boost customer service and increase your agents’ productivity by integrating 3CX Pro or Enterprise Edition with Microsoft Dynamics. By using the 3CX Plugins you are able to fully integrate this CRM software. Take advantage of the powerful 3CX UC feature set combined with Microsoft Dynamics’ software to get an all-in-one business communications solution. CRM Integration with Microsoft Dynamics is standard with the 3CX v15.5 PRO/Enterprise editions.
Benefits of Using 3CX with Microsoft Dynamics
Consolidate your customer communications into one simple platform and enjoy the features that Microsoft Dynamics has to offer. Customer interactions can be easily managed by combining the services of 3CX and the Microsoft Dynamics’ platform. In doing so, you can easily offer support and additional resources quickly and efficiently to your valuable customers.
- Click to Call – Streamline sales teams by allowing calls to launch with a single click directly from the Microsoft Dynamics interface; no need to enter a customer’s number into your phone
- Call Pop-ups – Contacts are opened in Microsoft Dynamics and records are created for new callers within the CRM system. No need to ask for customer phone numbers
- Call Journals – A journal entry is created for the contact for easy access to call history so that agents can keep track of all CRM data, including customer information
Easy CRM Integration – Server-side
The Microsoft Dynamics CRM system can be connected to your PBX server-side. The administrator can easily complete the integration of the CRM and PBX with no need for plugins or manual configuration from the user. To find out how read our guide.
Out of the Box Integration – All of this is possible with server-side integration for Microsoft Dynamics; your business starts benefiting from the get-go
No plugins or manual configuration – less hassle for admin and users
Simple Setup of Outbound Calls – Allow users to launch outbound calls to contacts straight from the Microsoft Dynamics web interface