BT Cloud Work for Microsoft Dynamics provides seamless integration between Microsoft Dynamics 365 and your BT Cloud Work solution.
Enhanced contact matching filters out inactive contacts merged between BT Cloud Work and Dynamics, so you can log calls to the correct contact.
New fields will be populated on the activity including after logging a call including:
Improve your sales pipeline by seamlessly integrating your BT Cloud Work cloud communications and collaboration solution into Microsoft Dynamics 365. Enhancing your CRM experience enables you to automate your sales cycle, improve workforce productivity, increase call efficiency and enhance customer interactions. Call leads and customers from within Dynamics 365, automatically match incoming callers to existing contact records and automatically save notes logged during or after a call.
►Seamless integration with Dynamics 365
Connecting your BT Cloud Work solution with the CRM applications you use every day allows you to automate the tedious tasks in your workflow for added efficiency and ease of use.
►Streamlined business communications
BT Cloud Work for Dynamics 365 reduces the need for agents to switch between multiple devices and applications to access key business functionalities.
►Exceptional customer experiences
Intuitive displays of key customer information allows agents to deliver a highly personalized customer experience with every incoming call. Eliminate misdials and speed up response times with easy access click-to-dial phone numbers from any customer or account.
Follow the steps in the RingCentral for Dynamics Admin Guide.