CTI – COMPUTER TELEPHONY INTEGRATION FOR Dynamics 365 CRM

Fully integrate Dynamics 365 with your phone system

CTI — a quick recap

According to Wikipedia, computer telephony integration (CTI) is the set of concepts, standards, techniques and features that enables organizations to coordinate or integrate their phone and IT devices.

Features

CTI for Dynamics 365 or MS Dynamics CRM Integration makes it quick and easy for users and phone operators to access client information. Providing a user-friendly and flexible interface, it links telephone exchanges (TAPI-compatible PBXs, or Microsoft Lync and Skype for Business) with the Microsoft Dynamics CRM application.

INCOMING CALLS

The application automatically displays the recorded entity of the caller (a lead, an account or a contact) or lets you automatically assign a new entity to the number, when there is no record in Dynamics 365.

Outgoing calls

Make calls from the Microsoft Dynamics 365 web interface directly, or from within the search function of CTI for Dynamics 365 Integration.

ADVANCED SEARCH

A powerful search function lets you search across multiple entities in your Microsoft Dynamics 365—whether you are looking for a lead, a contact, or an account. Search by first name, surname, phone number, company, email address, or any other standard or personalized field.

New!

Windows10
Compatible with Windows 8 and 10.
Microsoft-Dynamics-365-Cloud
Compatible with Microsoft Dynamics 365 Online Microsoft 365
32-e-64-bits-1
Available in 32-bit and 64-bit versions.
SkypeforBusiness
Compatible with Microsoft Skype for Business

Useful links

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