XPhone Connect integrates deeply into Microsoft Dynamics NAV and guarantees more comfort and a lasting time saving: Thanks to Computer Telephony Integration (CTI) you can make calls or send faxes directly from Microsoft Dynamics NAV. All NAV contacts are available in the XPhone Client in a flexible free text search. Not only are incoming callers identified, but you can also display virtually any information stored in Dynamics about the caller on the XPhone Dashboard. Tailored to your needs.
XPhone gives you access to your NAV contacts wherever you are. Whether via smartphone, system telephone, intranet or various other LDAP-enabled applications and systems: every contact is just a click away. Meanwhile your data is stored on your server in compliance with GDPR at all times.
In the Dashboard Designer, ready-made Dashboard templates are
available for a variety of NAV versions. Through these dashboards, NAV actions
(e.g., open contact masks) can be made available directly when an incoming call is received. The
scope of the dashboard templates depends on the NAV version you are using.
Please note that the dashboard templates must be adapted manually to the respective system.
The integration of Dynamics NAV requires the support of the Professional Services of C4B.