ShoreTel Microsoft Dynamics® CRM Integration

Recommended for:

Any customer running Microsoft Dynamics CRM Online
and On-premises versions 4.0 and 2011

OVERVIEW

• Seamlessly integrate Microsoft CRM customer data
• Automate records access for both inbound and outbound calls
• Preview CRM entities from automated screen pop
• View active calls and associations to CRM entities through an automated window
• Create phone call activity records automatically or manually
• Control all active calls from the desktop
• Automatically answer ringing calls while simultaneously opening an associated CRM form
• Click to call outbound numbers using the ShoreTel Web Dialer application

BENEFITS

• Fully leverage your most valuable information asset: Customer data
• Use the convergence of voice and data to enhance productivity, shorten response times, and increase customer loyalty
• Consolidate data for better reporting and improved decision making
• Integrate seamlessly using personalized setting options
• Realize immediate benefits from ease of installation and intuitive interface