RingCentral for Microsoft Dynamics 365
RingCentral for Microsoft Dynamics 365
by RingCentral, Inc.

Drive productivity by seamlessly integrating your RingCentral cloud communications and collaboration solution into Microsoft Dynamics 365.

Microsoft Dynamics 365 Integration for RingCentral

What's New?

Enhanced contact matching filters out inactive contacts merged between RingCentral 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:

  • Call Status
  • Actual Start
  • Actual End
  • Call Duration  

RingCentral for Microsoft Dynamics 365 empowers reps and agents to streamline daily business workflows with business-critical actions like click to dial, inbound screen pops, and automatic call and SMS logging. Enhance your CRM experience and automate your sales cycle, improve workforce productivity, increase call efficiency, and enhance customer interactions with RingCentral and Microsoft Dynamics 365 integrated. And built on Microsoft’s CIF framework, RingCentral for Microsoft Dynamics 365 will work across all Dynamics 365 applications.

Features:

  • Make and receive calls: Dial through the RingCentral solution and enjoy enhanced Microsoft Dynamics 365 capabilities across all of your RingCentral devices.
  • Click-to-call: Place calls from within Dynamics 365 by clicking on the hyperlinked number within contact cards, saving time and improving call efficiency.
  • Screen pops: Callers’ account records and contact histories are automatically displayed for all incoming calls so your team is always equipped for quality interactions.
  • Automatic call logging: Seamlessly log all calls and text messages so your team never misses an important interaction.
  • Message hub: Access all RingCentral text messages, voicemails, and faxes from one place.
  • Create new records: Easily create new accounts, contacts, or leads.
  • Customize RingCentral: Configure customizable settings.


We’re here to help!

New to RingCentral and not sure where to start? Need help installing? Start a free trial or get installation help by emailing us at MSFT@ringcentral.com

Requirements
  • RingCentral Office® Premium or Ultimate editions
  • Dynamics 365 (online) version 9.1 and higher versions
  • Browsers: Google Chrome (recommended: version 69 or later) or Microsoft Edge.
  • Updated: 11/17/20