best inbound call tracking solution

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Posted on by ssk262

I'm looking to understand better the Microsoft 365 marketing solutions for inbound and outbound tracking. Is there a way where an inbound call in made to have it automatically create a lead in the CRM. Can the system reconizeif the lead a call if the lead is in the system already? Can it leave call history on the lead record? Can it have action items if an inbound or outbound call is logged? can it give recommendations of the best time to reach a lead if I have failed them morning and afternoon?

If none or some of this is available is there a call tracking solution that has a strong integration with Dynamics that would make it so I could all these things plus run reporting.

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sbtron on at

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RE: best inbound call tracking solution

Dynamics 365 Customer Service recently added a voice channel which integrates with all the other dynamics capabilities and might be worth looking into : cloudblogs.microsoft.com/.../

You can also find other solutions that integrate with Dynamics on Appsource - appsource.microsoft.com/.../