Create a call log in Dynamics CRM for a call center

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Posted on by Mohsin Ali

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Hi All,

Is there any application available that can be used for call center? At pizza point, a client call and order for pizza. The time at which the client call and the time when the order is placed it should be tracked automatically in Dynamics CRM in Phone Call or Case entity.

Thank You,

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Wayne Walton 13,730 on at

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Yes, that is CTI connectivity, and there are a lot of solutions on the market available. They all depend on which phone system you have, and what you want to automate.

Beyond that, the Unified Service Desk is frequently a front-end for Dynamics CRM for call centers, and is frequently a place to do CTI integration to start that call with the CSR, and track the activity involved.

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Michael Pallett 25 on at

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Hi Mohsin Ali,

My name is Michael Pallett and I work for a company called SYNETY. We are partners and provide CTI for several CRM providers and one of our biggest is Microsoft Dynamics CRM. we provide functions such as;

Click2Call

Call recording

Automation call noting

Voice mail dropping

Full reporting suite and portal access

and many more features. This is a fully hosted system all we do is integrate our plugin into your Microsoft Dynamics accounts and you're good to go. Also the call recordings are held on our data centres so we don't take up your space on your desktop/laptop.We have an office in the UK and also in Boston USA so our reach in regards to call quality and stability is very high and we have customers as far as Singapore. I would love to speak about this more to see if we can fit your needs or alternatively sign up for your FREE 14 Day free trial at http://bit.ly/YDVkT5

Best regards

Michael Pallett

Inside Sales Executive | SYNETY

T: +44 (0) 330 335 0000

D: +44 (0) 116 424 4222

W: www.synety.com

LinkedIn

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Community Member on at

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you should try www.calltools.com I had at similar problem and their platform helped me a lot.

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Community Member on at

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Hello. You can try connecting your Dynamics CRM to your phone to better track calls. Third-party CTI softwares are available to help you with this integration. You can ask our company, Tenfold, about this integration. We're a Microsoft partner and support Cisco systems too. https://www.tenfold.com/integrations/dynamics/cisco

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Community Member on at

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Hi. The requirements you want can be solved with CTI. I recommend exploring third-party CTI options like Tenfold. Automatic call logging is one of its main features. For more details, watch our demo here. www.tenfold.com/tenfold-explainervideo

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Community Member on at

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Hi,

For automatic calling features, cloude based software will be helpful. I personally suggest you to try https://www.callshaper.com/, I choosed and had a great experience with them.

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