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CloudTalk’s integration with MS Dynamics 365 lets you…

Connected Data

Get a complete picture of your business by connecting and accessing data from hundreds of sources.

Increased Productivity

Collaborate and be more productive by sharing information and insights in the tools you work in.

Adapt Always

Quickly modify processes to respond to changing needs through low-code solutions and tools.

Centralized solution

One platform
for all your needs

Work without ever leaving MS Dynamics 365. Gain access to call tags & notes directly on the platform, assign specific data to specific agents and see all deal activity.

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More predictability

Always ready

Know who’s on the line before you pick up the phone. CloudTalk provides your sales reps with that prospect’s active deals directly in CloudTalk’s phone apps.

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Fully adaptable

Unique solutions

Customize our MS Dynamics 365 integration to the exact needs of your business. Choose how calls and SMSs are logged in your team’s leads and deals.

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"With CloudTalk's Analytics I now get to see every step of the way. We can find discrepancies between our agents and gain a much better understanding of our teams' setup."

Nelly Donnelly Service Delivery Manager

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"CloudTalk improved our team's cost and efficiency. The script feature allows us to lead the calls in a much more systematic way, as well as all the action buttons to trigger actions directly into our backend."

Yohann Bensadoun Global Supply Growth

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"Our call volume tripled in only 2 years, from around 10,000 calls to 30,000 per quarter and with CloudTalk, we can now handle all of this communication easily. It was an excellent choice."

Frederico Lopes Head of Customer Service

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"We have seen a significant increase in our outbound call volume since we started using CloudTalk and we can now reach out to more prospects and customers than ever before."

Elay Sasson Call Center Manager

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"CloudTalk’s AI has cut our call quality analysis from 2 hours to 20 minutes daily and reduced mis-targeted leads by 24%, allowing us to focus on strategic growth."

Sara Konickova Sales Ops Manager

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FAQs

What is Microsoft Dynamics 365 integration?

Dynamics 365, including its CRM capabilities, enables seamless integration with an extensive range of Microsoft and non-Microsoft solutions. This integration extends to tools such as Power BI, SharePoint, Office, Outlook, Exchange, OneNote, and Yammer, amplifying collaborative initiatives and bolstering overall operational effectiveness effortlessly.

Do you integrate any other products with Dynamics 365?

Microsoft Dynamics 365 seamlessly integrates not only with various Microsoft solutions but also with a wide array of third-party applications like web portals, BI tools, and ERP systems. This integration empowers B2B companies and enterprises to harness the collective power of Microsoft’s tools and resources, streamlining operations and facilitating efficient business management.

Does Dynamics 365 have API?

Both the on-premises and online versions of Business Central offer an API facilitating seamless integration with external services. However, accessing these APIs requires specific steps to enable access, which can be found in detail under the guide titled “Enabling APIs for Dynamics 365 Business Central.”