Microsoft Dynamics CRM integration

Streamline your sales processes and workflows with Microsoft Dynamics

About Microsoft Dynamics CRM

Efficiency and productivity are key to getting ahead of the competition, and ultimately, to the bottom line of your company. With the majority of prospect and customer interactions taking place over the phone, a tight integration between your calling platform and your customer relationship management system is essential for getting your sellers the information they need, when they need it, and for streamlining the processes and workflows of your sales teams.

Fuze for Microsoft Dynamics eliminates the need to toggle back and forth between your calling platform and your CRM. Your sales team will have prospect and customer information readily available for incoming calls, eliminating the need to put callers on hold while pulling up information. Sales can create new contacts, and opportunities directly from Fuze, as well as log calls and call notes, eliminating the need for manual data entry in Microsoft Dynamics after a customer call.

Microsoft Dynamics CRM features

  • Know who is calling and why. With each incoming call, a Fuze screenpop will display information from Microsoft Dynamics related to the inbound caller. Quickly prepare for the call with the name of the caller, the organization, and the opportunities associated with this account.

  • Get quick access to the information you need while on a call. Directly from the Fuze screenpop, click into on the contact or the opportunity to open the records directly in MS Dynamics.

  • Streamline new opportunity creation. While on a call, create a new opportunity associated with the contact directly from the Fuze screenpop.

  • Follow up made simple. Following the call, Fuze will prompt the entry of call notes related to the contact, lead, account, existing opportunities, or a new opportunity created while on the call. Log the phone call entry with a specific opportunity to demonstrate progress with the account and track interactions.

Fuze for Microsoft Dynamics is a pre-built integration that requires provisioning by the Fuze professional services team.

Microsoft Dynamics CRM integration screenshots

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