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How to implement CTI(Computer Telephony Integration ) for Microsoft Dynamics CRM 365, we are also looking for screen pop up of contacts record based on the phone number dialed and also click to dial option. How can we achieve this with cost effective or any kind free simple tools to arrange demo to the client.
Hi,
This solution is exactly what you need: www.solgari.com/.../
I saw a good demo of this solution during the Power apps developper bootcamp event. It will certainly meet your needs.
Yes, a CTI connector proves to be super beneficial when it comes to screen-popping caller details from a telephony system to the MS Dynamics screen. Even specific requirements like screen pop new contact page on receiving interaction from a new customer can be done. There are many features that simplify using the MS Dynamics application within a contact center.
Listing a few from my side - advanced features one should look for in a MS Dynamics CTI connector:
Custom screen pop - the ability to create custom screen pop flows to match your unique business needs
Click to dial - ability to dial a contact by simply clicking on a phone number field
Screen Transfer - ability to transfer a call along with the last opened MS Dynamics screen for contextual conversations
Integrations - ability to connect more business apps, as required, within your CTI interface for unified agent experience
Hope this helps!
If you want to give it a try, start your search with NovelVox’s Smart CTI connector. Here’s the web link: https://www.novelvox.com/cti-connector/ms-dynamics/
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