3ctel for Microsoft Dynamics 365
Empower your 3ctel with Microsoft Dynamics 365 and create a more collaborative CRM experience.
- You can make calls directly from Dynamics 365 by simply clicking on a phone number. This saves time and reduces the risk of dialling errors.
- The integration can automatically log all incoming and outgoing calls in Dynamics 365, providing a complete history of customer interactions.
- When a call comes in, the integration can automatically display the caller’s information on the screen, allowing you to quickly access their records and provide better service.
- 3CTEL allows you to record calls for training, quality assurance, and compliance purposes. With the integration, you can automatically save these recordings in Dynamics 365.
- You can use Dynamics 365 to generate detailed reports on call volume, call duration, call outcomes, and more. This helps you analyse your performance and identify areas for improvement.
- The integration ensures that all data in Dynamics 365 and 3CTEL are synchronised in real-time, so you always have the latest information at your fingertips.
The integration helps streamline your business processes by eliminating the need for manual data entry and reducing the risk of errors.
Improved employee productivity:
The integration helps improve employee productivity by providing easy access to customer information and streamlining call management. This allows your team to focus on providing better service and closing more deals.
Dynamics 365 is highly customizable, allowing businesses to tailor the system to their specific needs. By integrating 3CTEL with Dynamics 365, you can create a customised phone system that meets the unique needs of your business.
Both Dynamics 365 and 3CTEL offer robust security features to protect your data and systems. By integrating the two, you can ensure that all customer data and call records are kept secure.
- A Microsoft Dynamics 365 subscription and access to the Dynamics 365 API.
- Create custom fields and entities in Dynamics 365 to support the integration. These customizations will allow to map data between 3CTEL and Dynamics 365.
- Grant the necessary permissions to the 3CTEL Integration Manager to access the Dynamics 365 API.
- An SSL certificate to secure the communication between 3CTEL and Dynamics 365.
Inbound/outbound calls from/to external numbers trigger a CRM contact lookup to add to 3CTEL Contacts, so the contact name is automatically shown on your phone’s display when dealing with a call.
When using the 3CTEL Web Client or Desktop App, the customer record is brought up to you automatically when you receive an inbound call.
Calls are logged as call records in the CRM.
Chats are logged as letter records in the CRM.
Create a new contact
Automatically when a call is made or received from / to an unknown number.
Click to Call
Launch calls straight from Microsoft Dynamics 365 via 3CTEL, using the 3CTEL Click2Call Browser extensions for Google Chrome and Microsoft Edge.
Work with your teams, wherever they are
- Integrate 3ctel phone capabilities into your favorite business apps like Google, Microsoft, and Salesforce.
- Create integrated apps that work for your business’s unique needs with our open APIs, SDKs, widgets, and more.
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