WysywigTabs

Boost your sales pipeline and manage your customer data faster with Dialpad for Microsoft Dynamics, within the Dialpad Sidebar. This integration allows you to log calls and notes back to Microsoft Dynamics without leaving Dialpad.

When you receive a call in Dialpad, you can turn on AI to activate RTA cards and call transcription, and then log the files back to Microsoft Dynamics to share with teammates or reference for later.

Features:

Match Dialpad contacts to Dynamics CRM records

• Leads, contacts, accounts, opportunities

• View contact, lead, and account details within Dialpad

• If multiple matches are found in Dynamics CRM, users are notified in the sidebar. Users can then select a match from the list.

Create a new records

• Create contact or lead with a hyperlink to Dynamics

Log calls & SMS messages back to Dynamics

• Automatically logs calls and SMS messages(sent and received).

• Save a subject and call description that gets created as an activity in Dynamics

• SMS logging is currently available for Contacts, Accounts, and Leads.

Get screen pops for inbound calls

• Automatically open matched records from Dynamics in a new browser window when an agent receives an inbound call

How Dialpad Integrates with this App:

The Microsoft Dynamics 365 integration is available on the Dialpad integration sidebar.