UC Software for Microsoft Dynamics 365

XPhone Connect integrates directly into the Microsoft Dynamics 365 interface, providing a full range of telephony functions. With just one click, your phone instantly establishes the desired connection.

All CRM contacts are accessible via full-text search in the XPhone Client and are automatically identified as soon as a call comes in. Beyond displaying the caller’s name and company, you can configure the system to show any relevant CRM data automatically or launch specific input masks—fully tailored to your business needs.

Your team frequently works on the go? The Mobile App ensures seamless access to all CRM contacts while keeping data securely stored on your server in compliance with data protection regulations. Even on smartphones, incoming callers are reliably identified, enhancing efficiency and customer service.

• Click-to-Dial – Make calls directly from Microsoft Dynamics 365
• Caller Identification – Instantly recognise callers based on CRM contact data
• Identification works also in the Mobile App
• Automated CRM Integration – Open CRM input masks & transfer caller data
• Fax Sending – Send faxes directly from Microsoft Dynamics 365
• Mobile CRM Access – Secure, on-the-go access to all CRM contacts
• Presence Synchronisation – CRM appointments automatically update presence status, including call forwarding & voicemail messages
• Unified Messaging – Assign voicemails, faxes, and SMS directly to CRM contacts
• Depending on the CRM version used, XPhone Connect includes pre-configured dashboards with adaptable example actions, such as opening contact records, adding call notes, scheduling appointments, creating tasks, sending emails, faxes, or letters—enhancing workflow efficiency and customer communication.
  

• No More Time-Consuming Data Searches – Instantly access CRM records without manual effort
• Eliminate Errors – No need to manually type phone numbers or addresses
• Automated Workflows – Required applications open automatically, streamlining processes
• Seamless Data Transfer – Key information is transferred automatically, ensuring accuracy

• Microsoft Dynamics 365 Cloud
  
• Microsoft Dynamics 365 On-Premises
• Microsoft Dynamics CRM 2016

The Dashboard Designer offers ready-to-use dashboard templates for selected CRM versions, available for easy import. These dashboards allow you to trigger CRM actions—such as opening a contact record, call notes, appointments, tasks, emails, faxes, or letters—instantly upon incoming calls. The availability and functionality of dashboard templates depend on the CRM version in use, ensuring a tailored and efficient workflow.