We’ve released a new integration! Microsoft Dynamics 365 Sales allow you to manage customer relationships, close deals, and boost sales revenue. So, what does the Microsoft Dynamics 365 Sales integration do? Some pretty cool stuff actually…

This integration will:
  • 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.

That’s all for now. Let us know what you think of the Microsoft Dynamics 365 Sales integration, but if you have any suggestions for us to work on in future, let us know!

Jez

Jez

Posted on: 13th April 2021