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

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

Symphony for Microsoft Dynamics 365

Symphony 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 Symphony and Microsoft Dynamics 365 integrated.

Features:

  1. Make and receive calls: Dial through the Symphony embedded solution within Microsoft Dynamics.
  2. Click-to-call: Place calls from within Dynamics 365 by clicking on the hyperlinked number within contact cards, saving time and improving call efficiency.
  3. Screen pops: Callers’ account records and contact histories are automatically displayed for all incoming calls so your team is always equipped for quality interactions.
  4. Automatic call logging: Seamlessly log all calls and text messages so your team never misses an important interaction.
  5. Message hub: Access all Symphony text messages, voicemails, and faxes from one place.
  6. Create new records: Easily create new accounts, contacts, or leads.
  7. Customize Symphony: Configure customizable settings like entity match, automatic call and text logging, and call handling settings.


We’re here to help!

New to Symphony 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

  1. Dynamics 365 (online) version 9.1 and higher versions
  2. Browsers: Google Chrome (recommended: version 69 or later) or Microsoft Edge.

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Call ControlControl and manage phone calls in real-time
Read AccountsView user account information, e.g. name, business name, and contact info
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Internal MessagesSend, and edit intra-company text messages
Read Call LogView user call log records
Edit MessagesView and update message store data, including SMS, fax, voicemail, etc.
Edit PresenceView and modify user presence status