CTI- and UC-Software for Microsoft Dynamics CRM

 
 

Communication is the key factor for successful Customer Relationship Management. Link your business communication directly with your CRM system – and benefit from significantly leaner processes.

Thanks to Computer Telephony Integration (CTI), all callers whose data is stored in the CRM are identified directly. In the case of incoming or outgoing calls, you can automatically show all CRM data or start certain entry screens – everything tailored exactly to your company's requirements.

XPhone also integrates fully in the Microsoft Outlook interface. Enabling you to access all CRM contacts in Outlook – as well as access extensive telephony tools from e-mails, contacts, appointments and tasks.

Zur Microsoft-Webseite

The integration is available for the following XPhone solutions:

Depending on the deployed XPhone-solution and the IT infrastructure the range of functions varies.

 
 
 
Service features 
Supported versions

Our services

  • making phone calls directly from Microsoft CRM
  • Caller ID using the CRM contact data
  • opening CRM entry screens & transferring caller data
  • sending faxes directly from Microsoft CRM
  • mobile access to all CRM contact data
  • CRM appointments automatically control presence status
    (incl. forwarding calls & suitable voicemail greeting)
  • allocating voicemail, faxes & text messages directly to CRM contact data
  • An AppLink Dashboard with adaptive sample actions (contact mask open, call note, appointment, task, e-mail, fax, letter) is already included in the delivery of XPhone Connect. The scope of the dashboard templates depends on the CRM version you are using.
 
 

More value for you

  • no complex searches for data sets
  • no mistyping phone numbers & addresses
  • requisite applications are opened automatically
  • Data is transferred automatically
Microsoft Dynamics-Integration in XPhone Connect
 

XPhone Connect

  • Microsoft Dynamics CRM 2016 
  • Microsoft Dynamics CRM 2015 
  • Microsoft Dynamics CRM 2013 
  • Microsoft Dynamics CRM 2011 

    In the AppLink Dashboard Designer, ready-made Dashboard templates are available for a variety of CRM versions. Through these dashboards, CRM actions (e.g., open contact masks, call notes, appointments, tasks, e-mail, fax, letter) can be made available directly when an incoming call is received. The scope of the dashboard templates depends on the CRM version you are using.

    XPhone Unified Communications

    • Microsoft Dynamics CRM 2013 
    • Microsoft Dynamics CRM 2011 
    • Microsoft Dynamics CRM 4.0 
    • Microsoft Dynamics CRM 3.0 
       

      Please note: The scope of functions depends on the version. For further information, please contact your C4B sales representative.

       

      Service features

      Our services

      • making phone calls directly from Microsoft CRM
      • Caller ID using the CRM contact data
      • opening CRM entry screens & transferring caller data
      • sending faxes directly from Microsoft CRM
      • mobile access to all CRM contact data
      • CRM appointments automatically control presence status
        (incl. forwarding calls & suitable voicemail greeting)
      • allocating voicemail, faxes & text messages directly to CRM contact data
      • An AppLink Dashboard with adaptive sample actions (contact mask open, call note, appointment, task, e-mail, fax, letter) is already included in the delivery of XPhone Connect. The scope of the dashboard templates depends on the CRM version you are using.
      Microsoft Dynamics-Integration in XPhone Connect
       
       

      More value for you

      • no complex searches for data sets
      • no mistyping phone numbers & addresses
      • requisite applications are opened automatically
      • Data is transferred automatically

      Supported versions

      Please note: The scope of functions depends on the version. For further information, please contact your C4B sales representative.

      XPhone Connect

      • Microsoft Dynamics CRM 2016 
      • Microsoft Dynamics CRM 2015 
      • Microsoft Dynamics CRM 2013 
      • Microsoft Dynamics CRM 2011 

      In the AppLink Dashboard Designer, ready-made Dashboard templates are available for a variety of CRM versions. Through these dashboards, CRM actions (e.g., open contact masks, call notes, appointments, tasks, e-mail, fax, letter) can be made available directly when an incoming call is received. The scope of the dashboard templates depends on the CRM version you are using.

        XPhone Unified Communications

        • Microsoft Dynamics CRM 2013 
        • Microsoft Dynamics CRM 2011 
        • Microsoft Dynamics CRM 4.0 
        • Microsoft Dynamics CRM 3.0 

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