CTI for Microsoft Dynamics CRM Integration
Full telephony integration for Microsoft Dynamics CRM
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CTI for MS-CRM Integration proposes a flexible and user-friendly interface between the telephone exchange (PBX) TAPI and MS-CRM application, to speed-up the users / operators access to the information of the company.
Incoming calls :
Automatic registration display (prospect, account and contact) of the caller, or automatic creation of a new activity associated to the number, if is missing in MS-CRM.
Outgoing calls :
Gives the possibility to directly reach the correspondant through the MS-CRM interface, or throught the CTI for MS-CRM Integration search function.
Advanced features:
The application offers a powerful search feature to find interlocutors through the entities (contact, account, prospect):
phone number
first name
last name
company
email address
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| Technical features |
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- Version 5:
Compatible with the TAPI (Telephony API 2.1 and 3.0) and Lync (under development)
Version 4:
Compatible with the TAPI (Telephony API 2.1 and 3.0) and Swyx.
- Integration of "CTI for MS-CRM Integration Searcher" application which offers an advanced callers research possibility in MS-CRM according to the name, telephone number, company or email address.
- Personalized management of the display and of the actions (activity, incident) depending on the type of interlocutor.
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| Languages |
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- French
- English
- .. the user can translate in his own language
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| Required configuration |
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Telephony exchange
- Version 4: TAPI 2.1 / 3.0 or Swyx
- Version 5: TAPI 2.1 / 3.0 or Lync (under development)
Server
- Microsoft Windows Server 2000, 2003 or 2008 with Active Directory
- Microsoft Dynamics CRM 1.2, 3.0, 4.0 (TAPI version & Swyx) or 2011 (TAPI version & Lync (under development))
Workstation
- Windows 2000, XP, Vista, 7
- Tapi driver corresponding to the telephone exchange (TAPI version), SwyxIt! application (version Swyx) or Lync (under development)
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| Overview |
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Calls management
The solution displays information of activities, based on incoming and outgoing telephone numbers registered in Microsoft Dynamics CRM (including missed calls).
It offers simplified operation to display information, create actions or simply search on the interlocutor from the MS-CRM database.
If the caller is not in MS-CRM, it can be created automatically or manually from CTI for MS-CRM Integration.  |
Search function
Easy and intuitive, CTI for MS-CRM Integration solution provides an advanced search function to quickly find contacts through the entities (prospect, account and contact) by phone number, first name, last name, company and / or e-mail address.
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Notifications
For an incoming or outgoing call, it is possible to trigger different actions (such just display the caller contact page or create a new contact when it is not known in the CRM).
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CTI for MS-CRM Integration allows you to create your custom actions. Thus, it will be possible to add buttons and entries in context menus that allow you, for example, to localize a map on Google Maps or to call via Skype.
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