Microsoft Dynamics 365 Sales integration release

• Do a lookup to your Microsoft Dynamics 365 Sales database and attempt to match a telephone number to a contact,
• If we find a match, you’ll see a desktop notification pop up on your screen with the caller’s name and number. Clicking on that pop up will take you straight into your Sales account.
• If we don’t find a match for the telephone number you’ll just see a pop-up notification with the caller’s number. If you’ve enabled automatic contact creation, we’ll create that new contact in the background and then send a second notification with a link to the newly created contact record.

Having Desktop Notifications turned off means that the same rules will still apply, but you just won’t have the pop-up.

And if you’re using the Invoco Hosted PBX system, we’ll even send the caller information straight to your Invoco VoIP phone.