Enhance your customer interactions with Yeastar and Microsoft Dynamics 365 integrated. Like other Yeastar-developed CRM integrations, this integration brings most of business-critical features like inbound screen pops, real-time contact query and sync, and more to streamline daily workflows.
Go beyond basic CRM integration features, this solution introduces the Linkus for Dynamics 365 CRM plugin, embedding a lightweight softphone directly into Dynamics 365. No installation or downloads needed — once the admin sets up the integration, the plugin will automatically appears in the CRM for all authorized employees (see image below). With native UI integration, employees can simply log in to enjoy a fully native Dynamics 365 calling experience.
The Linkus for Dynamics 365 provides the following features:
- Answer/make calls directly in Dynamics 365
- Auto-matches calls to CRM contacts
- Contextual call pop-ups
- 1-click phone call activity adding
- On-the-Fly new contact creation
- Core softphone features: function keys, queue/agent status switching, Linkus CTI, and more
- Passwordless login to Linkus Desktop/Web Client
Setup Manual
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