Microsoft Dynamics 365 + aircall  Image Description

Integrate aircall with Dynamics 365 to:

  • Use aircall functionalities as a native App within Dynamics 365
  • Single Sign On to Login to both the Applications.
  • Reachout to Customers by Manual dial, Click to Call or connect via centrally managed Teams and Numbers.
  • Collaborate with team members with advanced communication features such as Confer, Transfer to an user, or transfer to a team.
  • Dynamically populate Dynamics 365 pop-up of customer data upon initiating a conversation with the customer based on identified intent of conversation.
  • Wrap-up conversations and automatically update data into the relevant entities & fields in Dynamics 365 and aircall.
  • Enable User input fields to input details while on a conversation and automatically update into the respective entities in Dynamics 365.
  • Automatically Sync fields in aircall related to the conversation with the activity fields and entities in Dynamics 365.
Single Sign On

One Click to login to both the applications. Aircall integrates with Dynamics 365 as a Channel Integration Framework and supports versions 1 & 2.

Presence Management

Unified user Presence management among both the applications.

Manual Dial 

Choose a Number or Team on your Aircall panel in your Dynamics 365 CRM. Input the number to be dialed. A call is initiated and connected to the user upon success.

Click to Call 

Click on a Contact > Number within your Dynamics 365 CRM to initiate a call.

Pop-Up : Customer Details

On receiving an interaction, Get a Pop-Up of the Customer details in your Dynamics 365 CRM as configured for your Team and Number. 

When multiple records are associated to a conversation ID, List of associated entities and secondary entities are shown to the user. Click to view and identify the relevant information record to tag the conversation with. 

Could also be configured to Dynamically Pop-up various entities such as contacts, accounts, incidents, opportunities or any other custom entity based on available information from interaction history, inputs in IVR, information within Dynamics records or any other 3rd party widgets used before starting the conversation.

Wrap-Up

Wrap up the conversation by adding notes and choosing a Tag from those configured in Aircall. Wrap-Up Data and activity information automatically gets updated against the customer record in Dynamics 365. 

User Input Fields

Provision for Custom user input fields to enter inputs while on a conversation. The inputs will automatically get synced with the configured entities in Dynamics 365.

Input fields can be configured to update simple plain user inputs as a string or by using a formula that gives a computed value involving data from user inputs, data from Dynamics 365, Aircall and any 3rd party application.

Collaboration

Collaborate with team members with the advanced communication options to confer with an expert or transfer to a team member.

Pricing plans

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