Call from CRM, call via CRM, call to CRM
What do we offer?
Integrate Microsoft Dynamics CRM with your PBX system.
Combine the leading PBX (private branch exchange) solutions trixbox or Asterisk with Microsoft Dynamics CRM to achieve the best CRM performance.
You will be able to:
- Call to your customer directly from Microsoft Dynamics CRM by a single mouse click.
- Automatically forward external phone calls from your customers to the Microsoft Dynamics CRM users assigned to them.
- Pop-up the Microsoft Dynamics CRM form with information about the caller immediately before the call began.
- Record all phone calls in Microsoft Dynamics CRM and listen them on demand.
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Add Customer Data (for example balance) from Microsoft Dynamics CRM to Trixbox IVR menu
What benefits will my business get from this solution?
- Cut cost – Use a machine to automate forwarding of incoming calls.
- Increase service quality – Provide each client with the contact person they require.
- Consolidate knowledge – Store the phone calls and share this information across the Enterprise.
What happens if you receive an Incoming Call?
How can you make a phone call from Microsoft Dynamics CRM?
What do I need to have it?
- Microsoft Dynamics CRM
- Asterisk based PBX system
- Capability to make SIP calls
Recommended hardphones
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- Aastra 9112i
- Aastra 9133i
- Aastra 9480i
- Aastra 51i
- Aastra 6757i
- Aastra 57i CT
- Aastra 53i
- Aastra 55i
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- Polycom IP 321/331
- Polycom IP 501
- Polycom IP 450
- Polycom IP 550
- Polycom IP 560
- Polycom IP 601
- Polycom IP 650
- Polycom IP 4000
- Polycom IP 6000
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- Grandstream BudgeTone 200
- Grandstream GXP1100
- Grandstream GXP1200
- Grandstream GXP1400
- Grandstream GXP2000
- Grandstream GXP2010
- Grandstream GXP2020
- Grandstream GXP2110
- Grandstream GXP2120
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Our integration solution supports:
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- Trixbox 2.4
- Trixbox 2.6
- Trixbox 2.8
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- Elastix 1.6
- Elastix 2.0
- Elastix 2.2
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- Asterisk 1.4
- Asterisk 1.6
- Asterisk 1.8
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Our integration solution supports any softphone that complies with SIP protocol
and any standalone hardphone device that complies with SIP protocol standards.
For a list of officially recommended hardware for trixbox, please refer to
this page