Integrate aircall with Dynamics 365 to:
One Click to login to both the applications. Aircall integrates with Dynamics 365 as a Channel Integration Framework and supports versions 1 & 2.
Unified user Presence management among both the applications.
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 on a Contact > Number within your Dynamics 365 CRM to initiate a call.
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 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.
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.
Collaborate with team members with the advanced communication options to confer with an expert or transfer to a team member.
Get up and running in under 5 minutes.