Conclusion and Additional Resources

 

If your organization has a high volume of inbound or outbound calls then developing a CRM phone integration may make sense for you. It’ll save users time by eliminating the manual process of creating and populating a phone call activity record. It also increases efficiency by automatically finding and opening the correct contact, account, case or lead record. Phone integration will help drive user adoption, and ensure that all phone calls are being tracked in CRM.

 

To learn more about phone integration check out our blog: Avaya Phone Integration.

To learn more about general integrations visit:  Optimizing SQL Integrating Services (SSIS) with MSCRM

For further information about CRM customizations beyond the out of the box tools visit the Extending CRM Chapter.



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