BT Cloud Phone for Microsoft Dynamics
BT Cloud Phone for Microsoft Dynamics
by British Telecommunications plc.

BT Cloud Phone for Microsoft Dynamics provides seamless integration between Microsoft Dynamics and your BT Cloud Phone services.

Microsoft Dynamics Integration with BT Cloud Phone

BT Cloud Phone for Microsoft Dynamics 365 allows you to automate the sales cycle by enhancing your CRM experience to increase workforce productivity, increasing call efficiency, and enhancing customer interaction.

With BT Cloud Phone for Dynamics 365, you can call leads and customers from within Microsoft Dynamics 365 and automatically match incoming callers to existing contact records and display them on-screen, and automatically save notes logged during or after a call.

Key Features:

  • Make and receive calls through your BT Cloud Phone system while working in your Dynamics 365 account.
  • Click-to-dial phone numbers in Dynamics 365 call records to eliminate misdials and speed up response times.
  • Existing Dynamics 365 call records are instantly matched to incoming callers and displayed on the screen so you can immediately provide insightful conversation.
  • Effortlessly take notes during a call, knowing that they are automatically saved.

Resources

Requirements
  • BT Cloud Phone Connect or Collaborate account
  • MS Dynamics CRM 2016 (or later)

Operating System:

  • Mac OS
  • Windows 7 or later

Browser:

  • Chrome: 56.0 (or later)
  • Safari: 10.0.0 (or later)
  • Firefox: 51.0.1 (or later)
  • IE 11 (or later)
  • Edge