Conclusion and Additional Resources

Phone Integration 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.

Tip! Want to learn Dynamics 365 development skills?  Check out Developer Environment and Developer Extending events.

 

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.


Do More with Dynamics 365

Expand your knowledge of Dynamics 365 through PowerObjects’ educational blogs.  Looking to learn in a more formal setting?  Check out our in-person training courses.

Want to learn development skills?  Check out Developer Environment and Developer Extending events.