Connecting the Microsoft Dynamics 365 embedded integration to your telephony environment is hugely important for improving customer satisfaction and working more efficiently. With integration tool Bubble, during an incoming or outgoing phone call, you no longer have to look for customer details manually but they appear directly in a Microsoft Dynamics 365 pop-up notification and you can perform various actions such as opening a customer card from there.

Embedded pop-up notification

Bubble has a number of unique features. This integration ensures that you immediately get all relevant customer data on a phone call. From the overview that appears, which can also be fully customised by the user, department or company, you can immediately perform the desired action. When transferring a call to a colleague, the customer information moves with it. By default, the pop-up notification in Microsoft Dynamics 365 is visible from the moment your softphone, desk phone or other device rings until the call ends.

Functionalities

In addition to the above mentioned pop-up notification capabilities, Bubble is equipped with many more functionalities. If you also use other applications, you can even show the CRM information or buttons from other applications in the HubSpot integration, if you wish. Down below are some important functions:

With Call Control, you control your desk phone, softphone or other device directly from Microsoft Dynamics 365(provided your telephony platform supports it).
Easily search CRM contact data in the Searchbar and perform the desired action (call, whatsapp, Teams chat, mail, etc.).
The Call Waiting function lets you easily switch between pop-up notifications of incoming phone calls.
If several relations are known under one number you can browse through the results with the Multi result function.
The Call History function allows you to see all contact moments with the phone number over the last 90 days so you can immediately see which colleague had the last contact.
At the end of every call, there will be pushed a Call Log to the CRM, so that every call is logged under the relation card in the CRM.
Determine the Theme Modes yourself by setting the colours to day or dark modes.
Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).

Bubble365

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