Microsoft Dynamics 365 CRM Phone Integration

Bring your Asterisk, Avaya, Cisco, Genesys, Mitel, or Twilio phone system into Microsoft Dynamics 365 for enhanced productivity and a better customer experience

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Ignite Productivity

Without compromising on quality

Bring call handling controls and features like screen pop, screen transfer, and click-to-dial into Microsoft Dynamics 365 using InGenius to boost the productivity of your service, sales, and ITSM teams.

Monitor Performance

To unlock new business insights

Combine your call data with the rich customer information and robust reporting tools of Microsoft Dynamics 365. Use customizable reports for more informed business decision making.

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Works Within Your Unique Microsoft Dynamics 365 Environment

A Silver Microsoft Partner and a Microsoft Partner member of D365UG/CRMUG, InGenius works with Microsoft Dynamics 365 to ensure a tightly aligned product roadmap.

  • Microsoft Dynamics 365 online and on-premise
  • Dynamics 365 Sales and Dynamics 365 Customer Service
  • Channel Integration Framework (CIF) and Unified Service Desk (USD)
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FLEXIBILITY

Supports unique and complex workflows. Customizable UI. Multi-platform, multi-browser support. Adaptable speed dials, call logging templates, and user buttons for different call groups.

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SECURITY

Single sign on (SSO). No OEM technology and no desktop install. High availability and data redundancy. Customer data stays behind your firewalls.

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PRODUCTIVITY

Omnichannel for Customer Service support. Associate contacts, accounts, and other objects with an Interaction number. Works with your custom entities so that agents can associate calls to existing records, or create new records automatically.

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Upland InGenius is a published app on Microsoft AppSource

Take me there

Upland InGenius was not only easy to implement with Microsoft Dynamics, but it was easy to use by our telemedicine physicians. Our reporting to management and the customer is much better, and we reduced our call time because the tool was so intuitive.

Diego Zuccolin
Head of International Program Management, Medgate

Resources to drive impact

eBook
The Value of CRM Phone Integration

Integrating phone systems into a CRM in the contact center is an easy way to save time and improve the customer experience.

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Case Study
Medgate Global Telemedicine Center Improves Productivity & Call Reporting

Medgate International uses InGenius in their Abu Dhabi Telemedicine Center (ADTC) to link all calls to patient and case records. This has reduced the time physicians spend on logging call information and has improved productivity overall.

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White Paper
Blended Agents: Blending Digital Channels and Voice in the Modern Contact Center

Using CTI to support a voice channel is making a difference in the modern contact center.

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