This document describes a unified phone system and CRM for Dynamics 365 users. It allows for call recordings and transcripts to be stored directly in Dynamics 365 activities, personalized phone menus based on caller data in Dynamics 365, reviewing conversations through Conversation Intelligence, and scheduling call-backs that are logged in Dynamics 365. Users can transfer CRM records and phone calls with one click and leave pre-recorded voicemail messages that automatically log in the CRM. The phone system integrates chat, voice, and other channels within Dynamics 365 for a seamless user experience and increased efficiency.

1. +44 2034326850 sales@dynamicstelephony.co.uk
Unified CRM & Phone System for Dynamics 365 Users
- Call Recordings with a link to listen in Dynamics 365 (Stored to Azure option)
- Conversation Transcript- stored in the phone call in Dynamics 365 activity
- Personalized IVR- based on the callers status in Dynamics 365.
- Easily review customer conversations in
Conversation Intelligence
- Callers can be offered a call-back which
is recorded in Dynamics 365
- Transfer the CRM record and the voice call
with one click in Dynamics 365
- Select a pre-recorded message to leave in
Prospects voicemail, save time and auto-logs to CRM
- Chat & voice blended in Dynamics 365 with full reporting
A unified, secure and flexible phone system
for Dynamics 365 users
PHONE SYSTEM makes it refreshingly simple to communicate and
collaborate for example:
Having your telephony system and CRM in one
application enables the true vision to be realised
where ultimate efficiency joins innovative features
Spend less time interacting with CRM and your
phone system and more time focused on talking to
your customers
The CRM integrated dialler increases outbound
calling by up to 40%
Use CRM data to route calls, e.g. give priority based
on their value in CRM, makes good business sense
Dynamics 365 integrated with blended voice and
Omnichannel provides a seamless user experience
in one application