Telephone Integration for Microsoft CRM North of England
Telephone Integration for Microsoft CRMTAPI Telephone Integration connects your telephone system(PBX) with Microsoft CRM 2011 On-Premise or Online.
Incoming Calls
If an incoming call is detected, a window pops up from the taskbar displaying details of the caller. The information shown in this balloon depends on the server-settings and if the number can be found within CRM. If so, it shows up e.g. name, number, e-mail address, etc.. and the regarding entry is opened automatically.
Outgoing Calls
A click to dial button is placed within crm to dial directly from CRM.
With a click a new dialogue which lists all available numbers from the open CRM record (e.g. account, contact, lead…). Users can choose the number to dial and start the call immediately.
A click to dial button is placed within crm to dial directly from CRM.
With a click a new dialogue which lists all available numbers from the open CRM record (e.g. account, contact, lead…). Users can choose the number to dial and start the call immediately.
Visit the Fusion CRM website for more information on Telephone Integration for Microsoft CRM North of England
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