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

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

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Unify Office by RingCentral

Unify Office for Microsoft Dynamics 365 app integration for Unify Office

What's New?

Enjoy the ability to choose to view or hide contact matches when receiving inbound calls in Dynamics.

Improve your sales pipeline by seamlessly integrating your Unify Office 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.

Features:

  • Make and receive calls: Dial through the Unify Office solution and enjoy enhanced Microsoft Dynamics 365 capabilities across all of your Unify Office 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 call and SMS history and notes so your team never misses an important interaction.

  • Message hub: Access all Unify Office text messages, voicemails, and faxes from one place. Initiate calls, SMS messages, a new call log, entity types (Accounts, Leads, Contacts), and much more from this view.

  • Active call controls: Quickly mute, transfer, hold, and hang up from within the widget.

  • Create new records: Easily create new accounts, contacts, or leads while on an active call.

  • Settings: Set your presence across all Unify Office endpoints, enable automatic log notes, calls, SMS, SMS content, matched entities on inbound calls, and configure in app preferences.  

Benefits:

Seamless integration with Dynamics 365

Connecting your Unify Office 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

Unify Office 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.

Getting Started:

RingCentral for Dynamics 365 Admin Guide

RingCentral for Dynamics 365 User Guide

RingCentral for Dynamics 365 Datasheet


Original release date: 2020-04-15

Requirements

  • Unify 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: 04/23/21

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 Client InfoView client application provisioning information
WebSocketMake API calls via the WebSocket transport
WebSocket SubscriptionsManage and subscribe to websocket notifications
Read AccountsView user account information, e.g. name, business name, and contact info
Problem Reports ManagementManage Client Problem Reports
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
Send Usage InfoSend usage information to enable reporting