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