Call-Integra for Microsoft Dynamics CRM

Call-Integra for Microsoft Dynamics CRM integrates your CRM and telephony systems providing integration for your Microsoft Dynamics CRM solution.

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The Process

Initiate an Outgoing Call

A call can be started by simply selection of item like contact.

User can dial number by using dialer and call using using call button.

Call Receive/ End:

Call can be received using receive button and end call by end button.

Create CRM Records:

User can directly create contact on clicking contact button. The contact form will be open.

Likewise, user can create Lead, Opportunity, Account and Case.

Application Flow

1

Create Activity

User can create activities. Call-Integra provide Activities like Task, Email and Letter.

Add Call

User can add another call using the add call(+) button. Call-Integra provides add 3 call functionality.

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Switch Call

User can switch two calls using Switch call button.

Hold Call

User can hold between tw call.

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