When telephony and CRM are used separately, employees often have to manually search for callers and document calls afterward. The CRM TAPI interface connects telephony functions with Microsoft Dynamics 365. This allows incoming and outgoing calls to be handled in conjunction with existing customer and contact data.

Your Benefits

• Identify callers faster: Existing customer and contact information is available directly in the Dynamics workspace
• Access call information centrally: Phone calls are integrated into Microsoft Dynamics 365’s activity management
• Document communication in a traceable manner: Calls can be continuously logged in the CRM
• Use telephony in your familiar work environment: Incoming and outgoing phone functions are linked to CRM records

Key Features

• Support for incoming and outgoing phone calls in Microsoft Dynamics 365
• Display of relevant caller information for incoming calls
• Integration of phone calls into CRM contact forms
• Creation and logging of phone activities
• Compatibility with Microsoft Dynamics 365 Online and On-Premises

Typical Use Cases

• Handling incoming customer calls in customer service
• Making outgoing calls from company and contact records
• Documenting sales and service activities conducted over the phone
• Using central CRM data for telemarketing

Suitable for

The CRM TAPI interface is suitable for companies that regularly communicate with customers and prospects by phone and want to integrate these calls with Microsoft Dynamics 365. Typical use cases include sales, customer service, and telemarketing.

Customized Support from Donaubauer

Donaubauer AG advises you on the appropriate licensing, assists with implementation and setup, and trains your employees for practical use. Specific requirements for telephony integration can be evaluated as needed. You can request a personalized demo using the contact form.