8x8 Work for Microsoft Dynamics

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CRM systems drive processes that increase productivity for your sales, marketing and support teams.link to this section

Given the majority of customer interactions happen over the phone, integrating business communications with your CRM software drives additional efficiencies.

8x8 Work for Microsoft Dynamics 365 adds communications into your CRM to give your sales, marketing and support teams that extra edge.

The native integration of 8x8 and Microsoft Dynamics 365 gives you the combined experience of communications and system of records with no additional cost.

Featureslink to this section

• Click-to-call from Dynamics 365: Place a call directly by clicking on the contact within a CRM record, eliminating time spent manually dialing numbers.
• Instant caller identification: Window pop-up with caller information identifies the caller before taking the call.
• Auto call and chat logging: Call and chat logs are automatically added to the Dynamics 365 record as the call ends.
• Integrated search: Search across name, contact number and email ID.
• Easy call management: Easy to transfer, merge and record calls.
• Configurable experience: Users can add fields in the 8x8 panel for a more personalized experience.

Prerequisiteslink to this section

• X Series license
• Microsoft Dynamics license

Security and Compliancelink to this section

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Location: United States of America

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