Elevate your sales and support teams to new heights with KrispCall's integration with Dynamics 365. This potent combination streamlines your workflows, empowering your agents to deliver exceptional customer experiences seamlessly.

Key Features:

Call Capabilities

Outbound Calls: Dial numbers, click-to-call from contacts, or copy-paste to initiate calls with ease.

Inbound Call Management: Receive and handle incoming calls, even with the dialer minimized.

Call Routing: Seamlessly transfer calls internally or externally, keeping your customers connected.

Contextual Intelligence

Notes and Tags: Capture crucial call details, add notes, and apply pre-defined tags directly from the dialer during live interactions.

Multiple Account Integration: Integrate multiple Microsoft Dynamics 365 accounts into a single KrispCall workspace, with distinct settings for each integration.

Two-Way Contact Sync: Create or edit contacts in KrispCall or Dynamics 365, and seamlessly sync changes across both platforms without duplicates.

Optimized Workflows

Eliminate Repetitive Tasks: Automatic interaction logging, lead/contact/account creation triggers, and real-time note-taking empower your agents to focus on delivering exceptional experiences.

Centralized Interface: Manage cases efficiently from a single platform, with click-to-call, screen pops, and more, keeping your agents productive and focused.

Comprehensive Interaction Tracking: Access contextual data based on every customer interaction (calls, SMS, emails*), building a robust intelligence hub for each deal.

Enhanced Customer Experiences

Caller ID: Agents can access complete customer information, including name, company, and interaction history, before engaging, enabling tailored experiences from the start.

Data Synchronization: Ensure data accuracy and consistency across KrispCall and Dynamics 365, guaranteeing your agents have the most up-to-date information.

Mobile Accessibility: Stay connected and productive on the go with the KrispCall mobile app for iOS and Android, syncing all notes, recordings, tags, and data seamlessly.

Unlock new levels of efficiency, productivity, and customer satisfaction with the powerful KrispCall x Dynamics 365 integration.

KrispCall For Dynamics 365

by KrispCall Pte. Ltd.