Invoco's Integration with Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales allows you to manage customer relationships, close deals and boost sales revenue,

So what does Invoco’s Call Tracking and Hosted PBX integrations into 365 Sales do? Well, 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.

The notifications will look something like this…

 

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

It will also display the caller’s name on your Invoco VoIP Phone, as long as you have the Contact Lookup feature enabled! So now, you can enjoy new levels of productivity and collaboration with the powerful Business Central tool.

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

How to set up the integration between Invoco and Microsoft Dynamics 365 Sales…